Schneider Downs Wealth Management Advisors, LP

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Institutional

CIK 0001665359

$906.8M

Reported AUM

156

Positions

Q1 2026

Period

2026-05-15

Filed

The Brief · Schneider Downs Wealth Management Advisors, LP · Q1 2026

AI · grounded in 13F

Schneider Downs Wealth Management Advisors, LP increased its position in JPIE by 14.92%. The fund also accumulated shares of MMIT by 6.31% and MUB by 5.79%. On the sell side, the manager trimmed holdings in VNLA by 9.20% and MSFT by 4.56%. The portfolio ended the period with 156 positions and total AUM of $906.84M.

Portfolio · Q1 2026

Top holdings

#	Stock	Issuer	Price	Day %	1Y Gr.	5Y Gr.	Value	% of book	Δ shares (QoQ)	Status
1	FHI	FEDERATED HERMES INC	$60.14	1.13%	25.22%	112.34%	$154.7M	17.06%	—	HELD
2	SPDW	SPDR INDEX SHS FDS	$50.10	-0.64%	30.79%	57.65%	$82.4M	9.08%	—	HELD
3	VO	VANGUARD INDEX FDS	$81.01	0.02%	16.07%	40.55%	$70.7M	7.79%	—	HELD
4	MMIT	NEW YORK LIFE INVTS ACTIVE E	$23.90	-0.44%	3.67%	3.98%	$62.2M	6.86%	—	HELD
5	SCHG	SCHWAB STRATEGIC TR	$33.99	0.58%	14.66%	76.29%	$47.8M	5.27%	—	HELD
6	IEMG	ISHARES INC	$77.76	0.92%	31.92%	39.04%	$44.8M	4.93%	—	HELD
7	MUB	ISHARES TR	$105.54	-0.21%	4.60%	3.08%	$38.3M	4.22%	—	HELD
8	SCHX	SCHWAB STRATEGIC TR	$29.35	0.36%	20.80%	72.67%	$36.6M	4.04%	—	HELD
9	VNLA	JANUS DETROIT STR TR	$48.81	-0.38%	3.84%	20.15%	$31.4M	3.47%	—	HELD
10	IJT	ISHARES TR	$172.92	-0.09%	32.00%	33.77%	$23.7M	2.62%	—	HELD
11	JPIE	J P MORGAN EXCHANGE TRADED F	$45.83	-0.10%	4.74%	16.90%	$21.8M	2.40%	—	HELD
12	IWF	ISHARES TR	$117.94	0.43%	9.16%	66.32%	$17.7M	1.95%	—	HELD
13	FBND	FIDELITY MERRIMACK STR TR	$44.67	-0.37%	2.36%	1.90%	$16.3M	1.80%	—	HELD
14	SCHM	SCHWAB STRATEGIC TR	$34.78	-0.04%	25.09%	40.47%	$14.3M	1.57%	—	HELD
15	VEA	VANGUARD TAX-MANAGED FDS	$70.71	-0.53%	30.57%	58.27%	$14.0M	1.54%	—	HELD
16	VOO	VANGUARD INDEX FDS	$684.66	0.42%	20.72%	76.33%	$13.6M	1.51%	—	HELD
17	FTRB	FEDERATED HERMES ETF TRUST	$24.67	-0.62%	1.91%	10.23%	$13.1M	1.44%	—	HELD
18	IJR	ISHARES TR	$145.44	-0.04%	35.90%	40.20%	$12.6M	1.39%	—	HELD
19	VBK	VANGUARD INDEX FDS	$340.82	-0.17%	23.52%	20.43%	$10.3M	1.13%	—	HELD
20	SCHV	SCHWAB STRATEGIC TR	$34.15	-0.03%	26.21%	62.42%	$8.9M	0.98%	—	HELD
21	AAPL	APPLE INC	$300.58	-9.85%	65.41%	124.96%	$8.6M	0.94%	—	HELD
22	IWR	ISHARES TR	$109.72	-0.25%	19.84%	43.08%	$7.5M	0.83%	—	HELD
23	SPY	STATE STR SPDR S&P 500 ETF T	$744.52	0.38%	20.62%	75.74%	$7.4M	0.81%	—	HELD
24	VTEB	VANGUARD MUN BD FDS	$49.54	-0.22%	4.88%	3.17%	$7.3M	0.81%	—	HELD
25	EFA	ISHARES TR	$105.47	-0.72%	25.88%	54.22%	$5.9M	0.65%	—	HELD
26	JHML	JOHN HANCOCK EXCHANGE TRADED	$88.96	0.42%	22.17%	66.27%	$5.2M	0.57%	—	HELD
27	FEGE	RBB FUND TRUST	$50.78	-0.10%	27.83%	39.58%	$5.1M	0.56%	—	HELD
28	MSFT	MICROSOFT CORP	$463.94	2.85%	-13.24%	55.41%	$4.7M	0.52%	—	HELD
29	IVV	ISHARES TR	$748.38	0.43%	20.75%	76.27%	$3.9M	0.43%	—	HELD
30	IEFA	ISHARES TR	$98.12	-0.76%	25.38%	51.77%	$3.2M	0.35%	—	HELD
31	RJF	RAYMOND JAMES FINL INC	$175.95	0.56%	—	—	$3.1M	0.34%	—	HELD
32	SCHF	SCHWAB STRATEGIC TR	$27.43	-0.58%	—	—	$3.0M	0.33%	—	HELD
33	GLD	SPDR GOLD TR	$371.46	-1.51%	—	—	$2.9M	0.32%	—	HELD
34	IVW	ISHARES TR	$134.77	1.08%	—	—	$2.9M	0.32%	—	HELD
35	VBR	VANGUARD INDEX FDS	$244.80	-0.13%	—	—	$2.9M	0.32%	—	HELD
36	VONG	VANGUARD SCOTTSDALE FDS	$121.36	0.38%	—	—	$2.9M	0.32%	—	HELD
37	GOOGL	ALPHABET INC	$354.58	6.27%	—	—	$2.7M	0.30%	—	HELD
38	MMIN	NEW YORK LIFE INVTS ACTIVE E	$23.63	-0.40%	—	—	$2.7M	0.30%	—	HELD
39	DSI	ISHARES TR	$141.27	1.17%	—	—	$2.6M	0.29%	—	HELD
40	SPYM	SPDR SERIES TRUST	$87.68	0.42%	—	—	$2.6M	0.29%	—	HELD
41	JPM	JPMORGAN CHASE & CO	$353.69	0.81%	—	—	$2.6M	0.29%	—	HELD
42	PNC	PNC FINL SVCS GROUP INC	$250.71	0.80%	—	—	$2.5M	0.27%	—	HELD
43	GOOG	ALPHABET INC	$353.20	5.85%	—	—	$2.4M	0.27%	—	HELD
44	IVE	ISHARES TR	$231.37	-0.34%	—	—	$2.3M	0.25%	—	HELD
45	DFAC	DIMENSIONAL ETF TRUST	$44.40	0.16%	—	—	$2.2M	0.25%	—	HELD
46	SCHE	SCHWAB STRATEGIC TR	$36.01	0.83%	—	—	$2.2M	0.24%	—	HELD
47	VTI	VANGUARD INDEX FDS	$367.54	0.35%	—	—	$2.2M	0.24%	—	HELD
48	BRK/A	BERKSHIRE HATHAWAY INC DEL	—	—	—	—	$2.2M	0.24%	—	HELD
49	VB	VANGUARD INDEX FDS	$295.29	-0.17%	—	—	$2.1M	0.23%	—	HELD
50	AMZN	AMAZON COM INC	$270.97	15.06%	—	—	$2.1M	0.23%	—	HELD
51	PRCH	PORCH GROUP INC	$13.93	-2.89%	—	—	$2.0M	0.22%	—	HELD
52	BN	BROOKFIELD CORP	$42.73	1.67%	—	—	$2.0M	0.22%	—	HELD
53	JGRO	J P MORGAN EXCHANGE TRADED F	$91.45	0.36%	—	—	$1.8M	0.20%	—	HELD
54	IJH	ISHARES TR	$75.37	0.03%	—	—	$1.6M	0.18%	—	HELD
55	TJX	TJX COS INC NEW	$157.89	-0.86%	—	—	$1.4M	0.15%	—	HELD
56	SCHA	SCHWAB STRATEGIC TR	$33.58	-0.33%	—	—	$1.4M	0.15%	—	HELD
57	ESGD	ISHARES TR	$104.58	-0.72%	—	—	$1.4M	0.15%	—	HELD
58	NVDA	NVIDIA CORPORATION	$198.08	1.56%	—	—	$1.3M	0.15%	—	HELD
59	GDX	VANECK ETF TRUST	$74.47	-3.01%	—	—	$1.3M	0.15%	—	HELD
60	WMT	WALMART INC	$111.48	0.34%	—	—	$1.2M	0.14%	—	HELD
61	COST	COSTCO WHOLESALE CORPORATION	$950.54	-0.38%	—	—	$1.2M	0.13%	—	HELD
62	IJJ	ISHARES TR	$148.00	-0.15%	—	—	$1.1M	0.12%	—	HELD
63	IJK	ISHARES TR	$112.09	0.12%	—	—	$1.1M	0.12%	—	HELD
64	VNQ	VANGUARD INDEX FDS	$99.07	-0.42%	—	—	$1.0M	0.11%	—	HELD
65	SUSB	ISHARES TR	$24.84	-0.14%	—	—	$1.0M	0.11%	—	HELD
66	META	META PLATFORMS INC	$549.42	1.93%	—	—	$1.0M	0.11%	—	HELD
67	VONV	VANGUARD SCOTTSDALE FDS	$110.24	0.22%	—	—	$987K	0.11%	—	HELD
68	RELY	REMITLY GLOBAL INC	$22.79	-2.83%	—	—	$985K	0.11%	—	HELD
69	V	VISA INC	$365.17	-0.30%	—	—	$959K	0.11%	—	HELD
70	QQQ	INVESCO QQQ TR	$687.04	0.51%	—	—	$936K	0.10%	—	HELD
71	IJS	ISHARES TR	$135.76	-0.06%	—	—	$929K	0.10%	—	HELD
72	XLE	SELECT SECTOR SPDR TR	$58.97	0.02%	—	—	$908K	0.10%	—	HELD
73	IWM	ISHARES TR	$291.04	-0.53%	—	—	$903K	0.10%	—	HELD
74	SUSC	ISHARES TR	$22.65	-0.29%	—	—	$886K	0.10%	—	HELD
75	JNJ	JOHNSON & JOHNSON	$257.67	0.72%	—	—	$840K	0.09%	—	HELD
76	GBTC	GRAYSCALE BITCOIN TRUST ETF	$48.63	-3.04%	—	—	$779K	0.09%	—	HELD
77	MDYG	SPDR SERIES TRUST	$107.36	0.44%	—	—	$762K	0.08%	—	HELD
78	SLDE	SLIDE INS HLDGS INC	$20.20	-0.12%	—	—	$728K	0.08%	—	HELD
79	CAT	CATERPILLAR INC	$819.58	1.29%	—	—	$719K	0.08%	—	HELD
80	RKLB	ROCKET LAB CORP	$64.45	-0.36%	—	—	$708K	0.08%	—	HELD
81	TRS	TRIMAS CORP	$39.77	4.49%	—	—	$664K	0.07%	—	HELD
82	DIA	STATE STR SPDR DOW JONES IND	$523.90	0.46%	—	—	$657K	0.07%	—	HELD
83	AVGO	BROADCOM INC	$388.14	0.08%	—	—	$651K	0.07%	—	HELD
84	RTX	RTX CORPORATION	$215.15	0.36%	—	—	$637K	0.07%	—	HELD
85	ETN	EATON CORP PLC	$412.37	6.59%	—	—	$637K	0.07%	—	HELD
86	ESGE	ISHARES INC	$51.63	1.14%	—	—	$636K	0.07%	—	HELD
87	NEE	NEXTERA ENERGY INC	$87.82	-0.13%	—	—	$635K	0.07%	—	HELD
88	CBZ	CBIZ INC	$55.03	-0.40%	—	—	$623K	0.07%	—	HELD
89	EFG	ISHARES TR	$121.29	-0.88%	—	—	$609K	0.07%	—	HELD
90	SCHZ	SCHWAB STRATEGIC TR	$22.74	-0.42%	—	—	$585K	0.06%	—	HELD
91	NFLX	NETFLIX INC.	$71.62	-2.12%	—	—	$573K	0.06%	—	HELD
92	UBER	UBER TECHNOLOGIES INC	$69.96	-0.58%	—	—	$564K	0.06%	—	HELD
93	MFC	MANULIFE FINL CORP	$44.87	0.72%	—	—	$546K	0.06%	—	HELD
94	ABBV	ABBVIE INC	$252.51	-1.90%	—	—	$545K	0.06%	—	HELD
95	BRK/B	BERKSHIRE HATHAWAY INC DEL	—	—	—	—	$544K	0.06%	—	HELD
96	BIP	BROOKFIELD INFRASTRUCTURE PA	$41.88	-1.20%	—	—	$544K	0.06%	—	HELD
97	ORCL	ORACLE CORP	$128.30	0.58%	—	—	$542K	0.06%	—	HELD
98	MCD	MCDONALDS CORP	$269.34	0.34%	—	—	$538K	0.06%	—	HELD
99	AMGN	AMGEN INC	$382.93	-1.22%	—	—	$528K	0.06%	—	HELD
100	IJUL	INNOVATOR ETFS TRUST	$36.47	-0.25%	—	—	$521K	0.06%	—	HELD
101	NUSC	NUSHARES ETF TR	—	—	—	—	$472K	0.05%	—	HELD
102	FDV	FEDERATED HERMES ETF TRUST	—	—	—	—	$469K	0.05%	—	HELD
103	XLK	SELECT SECTOR SPDR TR	—	—	—	—	$458K	0.05%	—	HELD
104	SLV	ISHARES SILVER TR	—	—	—	—	$445K	0.05%	—	HELD
105	VIG	VANGUARD SPECIALIZED FUNDS	—	—	—	—	$443K	0.05%	—	HELD
106	GTO	INVESCO ACTIVELY MANAGED EXC	—	—	—	—	$440K	0.05%	—	HELD
107	CSCO	CISCO SYS INC	—	—	—	—	$435K	0.05%	—	HELD
108	XOP	SPDR SERIES TRUST	—	—	—	—	$429K	0.05%	—	HELD
109	PEP	PEPSICO INC	—	—	—	—	$419K	0.05%	—	HELD
110	ASML	ASML HLDG NV	—	—	—	—	$409K	0.05%	—	HELD
111	BK	BANK NEW YORK MELLON CORP	—	—	—	—	$407K	0.04%	—	HELD
112	OEF	ISHARES TR	—	—	—	—	$385K	0.04%	—	HELD
113	VGT	VANGUARD WORLD FD	—	—	—	—	$379K	0.04%	—	HELD
114	MRK	MERCK & CO INC	—	—	—	—	$365K	0.04%	—	HELD
115	HD	HOME DEPOT INC	—	—	—	—	$358K	0.04%	—	HELD
116	IBM	INTERNATIONAL BUSINESS MACHS	—	—	—	—	$353K	0.04%	—	HELD
117	PCAR	PACCAR INC	—	—	—	—	$348K	0.04%	—	HELD
118	XOM	EXXON MOBIL CORP	—	—	—	—	$332K	0.04%	—	HELD
119	BAM	BROOKFIELD ASSET MANAGMT LTD	—	—	—	—	$318K	0.04%	—	HELD
120	MO	ALTRIA GROUP INC	—	—	—	—	$317K	0.03%	—	HELD
121	ABT	ABBOTT LABORATORIES	—	—	—	—	$311K	0.03%	—	HELD
122	LIN	LINDE PLC	—	—	—	—	$309K	0.03%	—	HELD
123	EJUL	INNOVATOR ETFS TRUST	—	—	—	—	$306K	0.03%	—	HELD
124	VT	VANGUARD INTL EQUITY INDEX F	—	—	—	—	$299K	0.03%	—	HELD
125	XLU	SELECT SECTOR SPDR TR	—	—	—	—	$297K	0.03%	—	HELD
126	IMCB	ISHARES TR	—	—	—	—	$296K	0.03%	—	HELD
127	WELL	WELLTOWER INC	—	—	—	—	$294K	0.03%	—	HELD
128	MDYV	SPDR SERIES TRUST	—	—	—	—	$289K	0.03%	—	HELD
129	VOT	VANGUARD INDEX FDS	—	—	—	—	$284K	0.03%	—	HELD
130	FBTC	FIDELITY WISE ORIGIN BITCOIN	—	—	—	—	$278K	0.03%	—	HELD
131	CVX	CHEVRON CORPORATION	—	—	—	—	$274K	0.03%	—	HELD
132	PM	PHILIP MORRIS INTL INC	—	—	—	—	$271K	0.03%	—	HELD
133	CB	CHUBB LTD SWITZ	—	—	—	—	$268K	0.03%	—	HELD
134	TMO	THERMO FISHER SCIENTIFIC INC	—	—	—	—	$263K	0.03%	—	HELD
135	AXP	AMERICAN EXPRESS CO	—	—	—	—	$257K	0.03%	—	HELD
136	HON	HONEYWELL INTL INC	—	—	—	—	$254K	0.03%	—	HELD
137	COPX	GLOBAL X FDS	—	—	—	—	$252K	0.03%	—	HELD
138	VOE	VANGUARD INDEX FDS	—	—	—	—	$248K	0.03%	—	HELD
139	VV	VANGUARD INDEX FDS	—	—	—	—	$245K	0.03%	—	HELD
140	PG	PROCTER & GAMBLE CO	—	—	—	—	$245K	0.03%	—	HELD
141	VOTE	TCW ETF TRUST	—	—	—	—	$242K	0.03%	—	HELD
142	XME	SPDR SERIES TRUST	—	—	—	—	$239K	0.03%	—	HELD
143	SPGI	S&P GLOBAL INC	—	—	—	—	$231K	0.03%	—	HELD
144	EEM	ISHARES TR	—	—	—	—	$230K	0.03%	—	HELD
145	COHR	COHERENT CORP	—	—	—	—	$222K	0.02%	—	HELD
146	IWD	ISHARES TR	—	—	—	—	$221K	0.02%	—	HELD
147	NVR	NVR INC	—	—	—	—	$217K	0.02%	—	HELD
148	SCHW	SCHWAB CHARLES CORP	—	—	—	—	$216K	0.02%	—	HELD
149	AWK	AMERICAN WTR WKS CO INC NEW	—	—	—	—	$213K	0.02%	—	HELD
150	IWN	ISHARES TR	—	—	—	—	$207K	0.02%	—	HELD
151	IWO	ISHARES TR	—	—	—	—	$205K	0.02%	—	HELD
152	KO	COCA COLA CO	—	—	—	—	$201K	0.02%	—	HELD
153	ICLN	ISHARES TR	—	—	—	—	$188K	0.02%	—	HELD
154	QBTS	D-WAVE QUANTUM INC	—	—	—	—	$180K	0.02%	—	HELD
155	GORO	GOLD RESOURCE CORP	—	—	—	—	$29K	0.00%	—	HELD
156	IGC	IGC PHARMA INC	—	—	—	—	$3K	0.00%	—	HELD

Source: SEC EDGAR · accession 0001172661-26-001986. 13F discloses long positions only — shorts, foreign equities, and options are excluded.