Stock Taper 
SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Peloton Interactive, Inc. | PTON | 12.31K | $72.75K |
 D-Wave Quantum Inc. | QBTS | 12.5K | $299.88K |
 Brookfield Infrastructure Partners L.P. | BIP | 15.06K | $549.43K |
 Manulife Financial Corporation | MFC | 15.84K | $641.68K |
 Exxon Mobil Corporation | XOM | 16.93K | $2.31M |
 TriMas Corporation | TRS | 18.47K | $831.88K |
 Raymond James Financial, Inc. | RJF | 21.84K | $3.32M |
 CBIZ, Inc. | CBZ | 23.32K | $747.95K |
 Microsoft Corporation | MSFT | 25.44K | $9.49M |
 Apple Inc. | AAPL | 36.79K | $10.65M |
 Slide Insurance Holdings, Inc. Common Stock | SLDE | 40.43K | $783.11K |
 Brookfield Corporation | BN | 48.23K | $2.05M |
 Remitly Global, Inc. | RELY | 62.85K | $1.41M |
 Porch Group, Inc. | PRCH | 274.22K | $4.12M |
 Federated Hermes, Inc. | FHI | 3.55M | $196.12M |