SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | FHI | 2.73M | $154.70M |
 | PRCH | 274K | $1.97M |
 | RELY | 63K | $984.83K |
 | BN | 48K | $1.95M |
 | SLDE | 40K | $727.72K |
 | AAPL | 34K | $8.56M |
 | CBZ | 23K | $623.32K |
 | RJF | 22K | $3.12M |
 | TRS | 18K | $663.96K |
 | MFC | 16K | $545.53K |
 | BIP | 15K | $543.86K |
 | MSFT | 13K | $4.70M |
 | QBTS | 13K | $180.38K |
 | PNC | 12K | $2.46M |
 | RKLB | 11K | $707.77K |
 | WMT | 10K | $1.24M |
 | AMZN | 10K | $2.05M |
 | GOOGL | 9K | $2.68M |
 | JPM | 9K | $2.61M |
 | TJX | 9K | $1.40M |
Federated Hermes, Inc.
FHI
Shares Held
2.73M
Value
$154.70M
Porch Group, Inc.
PRCH
Shares Held
274K
Value
$1.97M
Remitly Global, Inc.
RELY
Shares Held
63K
Value
$984.83K
Brookfield Corporation
BN
Shares Held
48K
Value
$1.95M
Slide Insurance Holdings, Inc. Common Stock
SLDE
Shares Held
40K
Value
$727.72K
Apple Inc.
AAPL
Shares Held
34K
Value
$8.56M
CBIZ, Inc.
CBZ
Shares Held
23K
Value
$623.32K
Raymond James Financial, Inc.
RJF
Shares Held
22K
Value
$3.12M
TriMas Corporation
TRS
Shares Held
18K
Value
$663.96K
Manulife Financial Corporation
MFC
Shares Held
16K
Value
$545.53K
Brookfield Infrastructure Partners L.P.
BIP
Shares Held
15K
Value
$543.86K
Microsoft Corporation
MSFT
Shares Held
13K
Value
$4.70M
D-Wave Quantum Inc.
QBTS
Shares Held
13K
Value
$180.38K
The PNC Financial Services Group, Inc.
PNC
Shares Held
12K
Value
$2.46M
Rocket Lab USA, Inc.
RKLB
Shares Held
11K
Value
$707.77K
Walmart Inc.
WMT
Shares Held
10K
Value
$1.24M
Amazon.com, Inc.
AMZN
Shares Held
10K
Value
$2.05M
Alphabet Inc.
GOOGL
Shares Held
9K
Value
$2.68M
JPMorgan Chase & Co.
JPM
Shares Held
9K
Value
$2.61M
The TJX Companies, Inc.
TJX
Shares Held
9K
Value
$1.40M