Schneider Downs Wealth Management Advisors, LP

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 12, 2026), Schneider Downs Wealth Management Advisors, LP reported 156 stock positions worth $887.1 million. Its top holding was Federated Hermes (FHI) at 15.6% of the portfolio, followed by Ste STR SPDR PT DW Eu ETF (SPDW, 8.9%) and Vngrd Mrngstr MD-Cap ETF-Usd (VO, 7.9%). Compared with Q3 2025, it opened 12 new positions, sold out of 4, added to 67 and reduced 24. The biggest buy was Janus Henderson Short Durati (VNLA, shares +33%) and the biggest sale Exxon Mobil (XOM, shares −88%).

Most Recent 13F
Q2 2026
Location
Pittsburgh, PA
CIK
0001665359
Portfolio Value
$887.1M (Q4 2025)
SEC Filing
0001172661-26-000685 ↗ filed Feb 12, 2026

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $433.7M Q1 2024 Q2 2024: $449.4M Q2 2024 Q3 2024: $488.6M Q3 2024 Q4 2024: $531.6M Q4 2024 Q1 2025: $552.1M Q1 2025 Q2 2025: $668.8M Q2 2025 Q3 2025: $842.7M Q3 2025 Q4 2025: $887.1M $887.1M Q4 2025 Q1 2026: $906.8M Q1 2026 Q2 2026: $1.1B Q2 2026

Holdings 156 stocks · $887.1M
FHI Federated Hermes Inc. 15.63% 2,662,853 $138.7M Add +0.2%
SPDW Ste STR SPDR PT DW Eu ETF 8.88% 1,774,091 $78.8M Add +2.8%
VO Vngrd Mrngstr MD-Cap ETF-Usd 7.94% 242,562 $70.4M Add +1.8%
MMIT Nylim Mackay Muni Intermedia filed as NEW YORK LIFE INVTS ACTIVE E 6.65% 2,426,389 $59.0M Add +8.2%
SCHG Schwab US Large-Cap Growth 5.92% 1,609,284 $52.5M Add +0.3%
IEMG iShares Core MSCI Emerging 4.70% 619,917 $41.7M Add +3.6%
SCHX Schwab US Large-Cap ETF 4.31% 1,420,448 $38.2M Add +0.9%
MUB iShares National Muni Bond E 4.11% 340,737 $36.5M Add +8.7%
VNLA Janus Henderson Short Durati 3.92% 708,561 $34.8M Add +33.0%
IJT iShares S&P Small-Cap 600 GR 2.54% 159,516 $22.5M Add +1.2%
IWF iShares Russell 1000 Growth 2.20% 41,184 $19.5M Reduce -0.4%
JPIE JPMorgan Income ETF 2.15% 411,612 $19.1M Add +12.7%
FBND Fidelity Total Bond ETF 1.69% 326,178 $15.0M Add +8.1%
VOO Vanguard S&P 500 ETF 1.60% 22,702 $14.2M Add +9.3%
VEA Vanguard Ftse Developed ETF 1.55% 219,427 $13.7M Add +0.1%
SCHM Schwab US Mid Cap ETF 1.52% 448,477 $13.5M Add +1.6%
IJR iShares Core S&P Small-Cap E 1.38% 102,218 $12.3M Add +1.5%
FTRB Fed Hermes TTL RTRN BND 1.30% 455,132 $11.6M Add +8.1%
VBK Van Morst SML-Cap Gro-Usd Inc. 1.14% 33,393 $10.1M Add +1.1%
AAPL Apple Inc. 1.04% 33,936 $9.2M Add +17.4%
SCHV Schwab US Large-Cap Value 0.98% 292,319 $8.7M Reduce -0.4%
SPY SS SPDR S&P 500 ETF Trust-US 0.86% 11,250 $7.7M Reduce -1.7%
IWR iShares Russell Mid-Cap ETF 0.85% 78,722 $7.6M Add +4.8%
VTEB Vanguard Tax-Exempt Bond ETF 0.85% 150,205 $7.6M Reduce -1.2%
MSFT Microsoft Corp. 0.73% 13,314 $6.4M Add +23.8%
EFA iShares MSCI Eafe ETF 0.66% 61,180 $5.9M Add +0.8%
JHML John Hancock Multi Fact LRG 0.59% 65,963 $5.3M Add +2.9%
FEGE First Eagle GL Equity ETF 0.47% 91,276 $4.2M Add +23.4%
IVV iShares Core S&P 500 ETF 0.45% 5,880 $4.0M Add +9.5%
RJF Raymond James Financial Inc. 0.39% 21,588 $3.5M No change
VONG Vanguard Russell 1000 Growth 0.36% 26,116 $3.2M No change
IVW iShares S&P 500 Growth ETF 0.36% 25,616 $3.2M Reduce -1.4%
IEFA iShares Core MSCI Eafe ETF 0.35% 34,929 $3.1M Add +14.6%
GOOGL Alphabet Inc. Class A 0.33% 9,327 $2.9M Add +10.3%
SCHF Schwab Intl Equity ETF 0.33% 120,607 $2.9M Reduce -1.1%
JPM JPMorgan Chase & Co. 0.33% 8,991 $2.9M Add +28.5%
DSI iShares ESG MSCI KLD 400 ETF 0.32% 21,863 $2.8M No change
SPYM Ste STR SPDR PT S&P 500 ETF 0.31% 34,814 $2.8M No change
VBR Vngrd Mrngst SL-CP Val ETF-U 0.31% 12,952 $2.7M Add +0.9%
MMIN Nylim Mackay Muni Insured Et filed as NEW YORK LIFE INVTS ACTIVE E 0.30% 110,927 $2.7M No change
GOOG Alphabet Inc. Class C 0.29% 8,315 $2.6M Add +56.7%
GLD SPDR Gold Shares 0.29% 6,571 $2.6M No change
PRCH Porch Group Inc. 0.28% 274,816 $2.5M No change
PNC PNC Financial Services Group 0.28% 11,819 $2.5M Reduce -0.4%
IVE iShares S&P 500 Value ETF 0.26% 10,893 $2.3M No change
DFAC Dimensional US Core Equity 2 0.26% 57,831 $2.3M No change
BRK.A Berkshire Hathaway Inc. Class A 0.26% 3 $2.3M No change
AMZN Amazon.com Inc. 0.25% 9,743 $2.2M Add +43.5%
VTI VG Morningstar TS MKT ETF-US 0.25% 6,653 $2.2M No change
BN Brookfield Corp. 0.25% 48,234 $2.2M No change
VB Vanguard Most SM-Cap ETF-Usd 0.24% 8,147 $2.1M Add +2.2%
SCHE Schwab Emrg Mrkts Eqty ETF 0.23% 61,510 $2.0M Reduce -0.4%
JGRO JPMorgan Active Growth ETF 0.21% 19,885 $1.8M Add +0.1%
IJH iShares Core S&P Midcap ETF 0.18% 23,907 $1.6M Add +6.5%
NVDA Nvidia Corp. 0.16% 7,628 $1.4M Reduce -0.1%
SCHA Schwab US Small-Cap ETF 0.15% 47,264 $1.3M Add +0.0%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.15% 8,763 $1.3M Add +24.1%
ESGD iShares Trust iShares ESG Aw 0.15% 14,047 $1.3M No change
GDX Vaneck Gold Miners ETF 0.14% 14,249 $1.2M No change
CBZ Cbiz Inc. 0.13% 23,215 $1.2M No change
WMT Walmart Inc. 0.13% 10,012 $1.1M Add +33.1%
V Visa Inc. Class A 0.13% 3,176 $1.1M Add +0.1%
SUSB iShares ESG Aware 1-5 Year U 0.12% 42,652 $1.1M Reduce -2.7%
IJJ iShares S&P Mid-Cap 400 Valu 0.12% 7,815 $1.0M Add +0.9%
VNQ Vanguard Real Estate ETF 0.12% 11,596 $1.0M Add +0.2%
IJK iShares S&P Mid-Cap 400 Grow 0.12% 10,589 $1.0M Add +1.2%
COST Costco Wholesale Corp. 0.11% 1,171 $1.0M Add +51.7%
QQQ Invesco QQQ Trust Series 1 0.11% 1,628 $1.0M Add +5.0%
VONV Vanguard Russell 1000 Value 0.11% 10,589 $977K Reduce -2.1%
AVGO Broadcom Inc. 0.10% 2,601 $900K New
IWM iShares Russell 2000 ETF 0.10% 3,642 $897K Add +17.8%
IJS iShares S&P Small-Cap 600 Va 0.10% 7,833 $891K Reduce -11.5%
SUSC iShares ESG Aware Usd Corpor 0.10% 37,753 $883K Reduce -3.0%
RELY Remitly Global Inc. 0.10% 62,848 $867K No change
META Meta Platforms Inc. Class A 0.10% 1,295 $855K Add +3.5%
GBTC Grayscale Bitcoin Trust ETF 0.10% 12,429 $850K Add +11.1%
RKLB Rocket Lab Corp. 0.09% 11,021 $769K Add +0.2%
MDYG SS SPDR S&P 400 MC GR ETF 0.08% 7,939 $734K No change
ORCL Oracle Corp. 0.08% 3,692 $720K Add +0.2%
JNJ Johnson & Johnson 0.08% 3,440 $712K Add +28.1%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.08% 1,419 $682K Reduce -2.9%
EFG iShares MSCI Eafe Growth ETF 0.08% 5,970 $680K Add +1.5%
XLE SS Energy Select Sector 0.07% 14,814 $662K No change
TRS Trimas Corp. 0.07% 18,474 $655K No change
ESGE iShares Inc. iShares ESG Awar 0.07% 13,621 $602K No change
SCHZ Schwab US Aggregate Bond ETF 0.07% 25,182 $589K No change
CAT Caterpillar Inc. 0.07% 1,015 $581K New
ETN Eaton Corp. PLC 0.07% 1,815 $578K No change
RTX RTX Corp. 0.07% 3,143 $576K Add +27.1%
MFC Manulife Financial Corp. 0.06% 15,840 $575K No change
ABBV Abbvie Inc. 0.06% 2,511 $574K Add +92.4%
BRK.B Berkshire Hathaway Inc. Class B 0.06% 1,135 $571K Reduce -2.1%
NFLX Netflix Inc. 0.06% 5,977 $560K Add +0.3%
UBER Uber Technologies Inc. 0.06% 6,843 $559K Add +0.0%
NEE Nextera Energy Inc. 0.06% 6,839 $549K Add +0.2%
MCD McDonald's Corp. 0.06% 1,731 $529K Add +0.1%
BIP Brookfield Infrastructure Pa 0.06% 15,057 $523K No change
IJUL Innovator International Deve 0.06% 15,436 $517K No change
XLK SS Technology Select Sector 0.06% 3,444 $496K Reduce -4.3%
FMNB Farmers Natl Banc Corp. 0.06% 37,086 $494K No change
AMGN Amgen Inc. 0.06% 1,500 $491K Reduce -44.4%
NUSC Nuveen ESG Small-Cap ETF 0.05% 10,198 $455K No change
VIG Vanguard Dividend Apprec ETF 0.05% 2,061 $453K No change
GTO Invesco Total Return Bond Et 0.05% 9,385 $445K No change
FDV Fed Hermes US Strat Div ETF 0.05% 15,242 $436K No change
VGT Vanguard Info Tech ETF 0.05% 579 $436K Reduce -0.7%
CSCO Cisco Systems Inc. 0.05% 5,612 $432K Add +0.2%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.05% 1,458 $432K Reduce -6.4%
SLV iShares Silver Trust 0.05% 6,537 $421K No change
OEF iShares S&P 100 ETF 0.05% 1,211 $415K No change
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.05% 3,444 $400K Add +4.0%
PEP Pepsico Inc. 0.04% 2,701 $388K Add +14.1%
ABT Abbott Laboratories 0.04% 3,029 $380K Add +49.4%
BAM Brookfield Asset Mgmt-A 0.04% 7,149 $375K No change
HD Home Depot Inc. 0.04% 1,088 $374K Reduce -8.4%
FBTC Fidelity Wise Origin Bitcoin 0.04% 4,712 $359K No change
AXP American Express Co. 0.04% 909 $336K New
ASML ASML Holding NV-NY Reg SHS 0.04% 310 $332K New
PCAR Paccar Inc. 0.04% 3,016 $330K No change
QBTS D-Wave Quantum Inc. 0.04% 12,500 $327K No change
MRK Merck & Co. Inc. 0.04% 3,037 $320K Add +2.6%
TMO Thermo Fisher Scientific Inc. 0.04% 538 $312K New
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.03% 1,105 $308K No change
VT Vanguard Tot World STK ETF 0.03% 2,165 $305K No change
EJUL Innovator Emerging Markets P 0.03% 10,234 $303K No change
XOP SS SPDR S&P Og Exp & Prod 0.03% 2,361 $298K No change
IMCB iShares Morningstar Mid-Cap 0.03% 3,553 $294K Reduce -12.3%
MDYV SS SPDR S&P 400 MC Val ETF 0.03% 3,395 $287K No change
SPGI S&P Global Inc. 0.03% 546 $285K No change
MO Altria Group Inc. 0.03% 4,814 $278K Add +0.2%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.03% 6,470 $276K No change
WELL Welltower Inc. 0.03% 1,487 $276K No change
LIN Linde PLC 0.03% 623 $266K New
PG The Procter & Gamble Co. 0.03% 1,804 $259K Add +0.1%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.03% 821 $258K No change
CB Chubb Ltd. 0.03% 822 $256K New
PM Philip Morris International 0.03% 1,578 $253K Reduce -6.8%
COHR Coherent Corp. 0.03% 1,335 $246K New
NVR NVR Inc. 0.03% 33 $241K No change
VOE Vngrd Mrngstr MD-Cap Val ETF 0.03% 1,347 $239K Add +2.4%
VOTE TCW Transform 500 ETF 0.03% 2,974 $239K No change
XOM Exxon Mobil Corp. 0.03% 1,942 $234K Reduce -88.3%
XME SS SPDR S&P Metals Mining 0.03% 2,217 $230K No change
SCHW Schwab (charles) Corp. 0.03% 2,298 $230K New
LLY Eli Lilly & Co. 0.03% 207 $223K New
EEM iShares MSCI Emerging Market 0.03% 4,051 $222K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.02% 4,014 $221K Add +3.2%
HON Honeywell International Inc. 0.02% 1,125 $219K New
MA Mastercard Inc. Class A 0.02% 382 $218K Add +0.5%
IWD iShares Russell 1000 Value E 0.02% 1,032 $217K Reduce -2.1%
IWO iShares Russell 2000 Growth 0.02% 654 $211K No change
LULU Lululemon Athletica Inc. 0.02% 1,016 $211K New
FV First Trust DW Focus 5 Fund 0.02% 3,271 $206K Add +0.0%
AWK American Water Works Co. Inc. 0.02% 1,568 $205K No change
ICLN iShares Global Clean Energy 0.02% 10,286 $169K No change
GOLD RESOURCE CORP 0.00% 23,820 $20K No change

Portfolio Sells Q3 2025 → Q4 2025
XOM Exxon Mobil Corp. Reduce -88.3% 0.03% −0.20
IWF iShares Russell 1000 Growth Reduce -0.4% 2.20% −0.10
PKOH Park-Ohio Holdings Corp. Sold out 0.00% −0.05
VTEB Vanguard Tax-Exempt Bond ETF Reduce -1.2% 0.85% −0.05
SPY SS SPDR S&P 500 ETF Trust-US Reduce -1.7% 0.86% −0.04
SCHV Schwab US Large-Cap Value Reduce -0.4% 0.98% −0.04
AGG iShares Core U.S. Aggregate Sold out 0.00% −0.04
AMGN Amgen Inc. Reduce -44.4% 0.06% −0.04
BWIN Baldwin Insurance Group Inc./ Sold out 0.00% −0.03
ISCB iShares Morningstar SM Cap Sold out 0.00% −0.03
SCHE Schwab Emrg Mrkts Eqty ETF Reduce -0.4% 0.23% −0.02
IVW iShares S&P 500 Growth ETF Reduce -1.4% 0.36% −0.02
IJS iShares S&P Small-Cap 600 Va Reduce -11.5% 0.10% −0.02
HD Home Depot Inc. Reduce -8.4% 0.04% −0.01
SUSB iShares ESG Aware 1-5 Year U Reduce -2.7% 0.12% −0.01
SCHF Schwab Intl Equity ETF Reduce -1.1% 0.33% −0.01
SUSC iShares ESG Aware Usd Corpor Reduce -3.0% 0.10% −0.01
NVDA Nvidia Corp. Reduce -0.1% 0.16% −0.01
IMCB iShares Morningstar Mid-Cap Reduce -12.3% 0.03% −0.01
BRK.B Berkshire Hathaway Inc. Class B Reduce -2.1% 0.06% −0.00
PNC PNC Financial Services Group Reduce -0.4% 0.28% −0.00
VONV Vanguard Russell 1000 Value Reduce -2.1% 0.11% −0.00
XLK SS Technology Select Sector Reduce -4.3% 0.06% −0.00
PM Philip Morris International Reduce -6.8% 0.03% −0.00
DIA SS SPDR Dow Jones Indus Avg Reduce -2.9% 0.08% −0.00
IBM Intl Business Machines Corp. Reduce -6.4% 0.05% −0.00
VGT Vanguard Info Tech ETF Reduce -0.7% 0.05% −0.00
IWD iShares Russell 1000 Value E Reduce -2.1% 0.02% −0.00

Portfolio Buys Q3 2025 → Q4 2025
VNLA Janus Henderson Short Durati Add +33.0% 3.92% +0.81
MMIT Nylim Mackay Muni Intermedia Add +8.2% 6.65% +0.19
AAPL Apple Inc. Add +17.4% 1.04% +0.17
MUB iShares National Muni Bond E Add +8.7% 4.11% +0.15
GOOG Alphabet Inc. Class C Add +56.7% 0.29% +0.14
JPIE JPMorgan Income ETF Add +12.7% 2.15% +0.14
SPDW Ste STR SPDR PT DW Eu ETF Add +2.8% 8.88% +0.12
AVGO Broadcom Inc. New 0.10% +0.10
VOO Vanguard S&P 500 ETF Add +9.3% 1.60% +0.10
FEGE First Eagle GL Equity ETF Add +23.4% 0.47% +0.09
GOOGL Alphabet Inc. Class A Add +10.3% 0.33% +0.09
AMZN Amazon.com Inc. Add +43.5% 0.25% +0.08
CAT Caterpillar Inc. New 0.07% +0.07
MSFT Microsoft Corp. Add +23.8% 0.73% +0.06
JPM JPMorgan Chase & Co. Add +28.5% 0.33% +0.06
AXP American Express Co. New 0.04% +0.04
ASML ASML Holding NV-NY Reg SHS New 0.04% +0.04
FBND Fidelity Total Bond ETF Add +8.1% 1.69% +0.04
IEFA iShares Core MSCI Eafe ETF Add +14.6% 0.35% +0.04
TMO Thermo Fisher Scientific Inc. New 0.04% +0.04
FTRB Fed Hermes TTL RTRN BND Add +8.1% 1.30% +0.03
WMT Walmart Inc. Add +33.1% 0.13% +0.03
TJX TJX Companies Inc. Add +24.1% 0.15% +0.03
LIN Linde PLC New 0.03% +0.03
COST Costco Wholesale Corp. Add +51.7% 0.11% +0.03
CB Chubb Ltd. New 0.03% +0.03
ABBV Abbvie Inc. Add +92.4% 0.06% +0.03
COHR Coherent Corp. New 0.03% +0.03
IVV iShares Core S&P 500 ETF Add +9.5% 0.45% +0.03
SCHW Schwab (charles) Corp. New 0.03% +0.03
LLY Eli Lilly & Co. New 0.03% +0.03
HON Honeywell International Inc. New 0.02% +0.02
RKLB Rocket Lab Corp. Add +0.2% 0.09% +0.02
LULU Lululemon Athletica Inc. New 0.02% +0.02
JNJ Johnson & Johnson Add +28.1% 0.08% +0.02
IEMG iShares Core MSCI Emerging Add +3.6% 4.70% +0.02
RTX RTX Corp. Add +27.1% 0.07% +0.02
IWM iShares Russell 2000 ETF Add +17.8% 0.10% +0.01
ABT Abbott Laboratories Add +49.4% 0.04% +0.01
MRK Merck & Co. Inc. Add +2.6% 0.04% +0.01
PEP Pepsico Inc. Add +14.1% 0.04% +0.00
IJH iShares Core S&P Midcap ETF Add +6.5% 0.18% +0.00
CSCO Cisco Systems Inc. Add +0.2% 0.05% +0.00
BNY Bank of New York Mellon Corp. Add +4.0% 0.05% +0.00
QQQ Invesco QQQ Trust Series 1 Add +5.0% 0.11% +0.00
BAC Bank of America Corp. Add +3.2% 0.02% +0.00
NEE Nextera Energy Inc. Add +0.2% 0.06% +0.00
VOE Vngrd Mrngstr MD-Cap Val ETF Add +2.4% 0.03% −0.00
FV First Trust DW Focus 5 Fund Add +0.0% 0.02% −0.00
MA Mastercard Inc. Class A Add +0.5% 0.02% −0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 177$1.1BFHI, SPDW, VO, MMIT, SCHG
Q1 2026 156$906.8MFHI, SPDW, VO, MMIT, SCHG
Q4 2025 156$887.1MFHI, SPDW, VO, MMIT, SCHG
Q3 2025 148$842.7MFHI, SPDW, VO, MMIT, SCHG
Q2 2025 146$668.8MSPDW, VO, SCHG, MMIT, SCHX
Q1 2025 141$552.1MVO, SPDW, MMIT, SCHG, SCHX
Q4 2024 138$531.6MVO, SPDW, SCHG, MMIT, SCHX
Q3 2024 143$488.6MVO, SPDW, SCHG, MMIT, SCHX
Q2 2024 131$449.4MVO, SPDW, SCHG, MMIT, SCHX
Q1 2024 136$433.7MSPDW, VO, SCHG, MMIT, SCHX