13F HOLDINGS REPORT

Schneider Downs Wealth Management Advisors, LP

Quarter ended Q4 2025 · Filed February 12, 2026 · Accession 0001172661-26-000685

Total Value

$887.1M

Positions

156

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (156)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	FEDERATED HERMES INC	FHI	2,662,853	$138.7M	15.63%
2	SPDR INDEX SHS FDS	78463X889	1,774,091	$78.8M	8.88%
3	VANGUARD INDEX FDS	922908629	242,562	$70.4M	7.94%
4	NEW YORK LIFE INVTS ACTIVE E	45409F827	2,426,389	$59.0M	6.65%
5	SCHWAB STRATEGIC TR	808524300	1,609,284	$52.5M	5.92%
6	ISHARES INC	46434G103	619,917	$41.7M	4.70%
7	SCHWAB STRATEGIC TR	808524201	1,420,448	$38.2M	4.31%
8	ISHARES TR	464288414	340,737	$36.5M	4.11%
9	JANUS DETROIT STR TR	47103U886	708,561	$34.8M	3.92%
10	ISHARES TR	464287887	159,516	$22.5M	2.54%
11	ISHARES TR	464287614	41,184	$19.5M	2.20%
12	J P MORGAN EXCHANGE TRADED F	46641Q159	411,612	$19.1M	2.15%
13	FIDELITY MERRIMACK STR TR	316188309	326,178	$15.0M	1.69%
14	VANGUARD INDEX FDS	922908363	22,702	$14.2M	1.60%
15	VANGUARD TAX-MANAGED FDS	921943858	219,427	$13.7M	1.55%
16	SCHWAB STRATEGIC TR	808524508	448,477	$13.5M	1.52%
17	ISHARES TR	464287804	102,218	$12.3M	1.38%
18	FEDERATED HERMES ETF TRUST	FHI	455,132	$11.6M	1.30%
19	VANGUARD INDEX FDS	922908595	33,393	$10.1M	1.14%
20	APPLE INC	AAPL	33,936	$9.2M	1.04%
21	SCHWAB STRATEGIC TR	808524409	292,319	$8.7M	0.98%
22	SPDR S&P 500 ETF TR	SPY	11,250	$7.7M	0.86%
23	ISHARES TR	464287499	78,722	$7.6M	0.85%
24	VANGUARD MUN BD FDS	922907746	150,205	$7.6M	0.85%
25	MICROSOFT CORP	MSFT	13,314	$6.4M	0.73%
26	ISHARES TR	464287465	61,180	$5.9M	0.66%
27	JOHN HANCOCK EXCHANGE TRADED	47804J107	65,963	$5.3M	0.59%
28	RBB FUND TRUST	75526L886	91,276	$4.2M	0.47%
29	ISHARES TR	464287200	5,880	$4.0M	0.45%
30	RAYMOND JAMES FINL INC	754730109	21,588	$3.5M	0.39%
31	VANGUARD SCOTTSDALE FDS	92206C680	26,116	$3.2M	0.36%
32	ISHARES TR	464287309	25,616	$3.2M	0.36%
33	ISHARES TR	46432F842	34,929	$3.1M	0.35%
34	ALPHABET INC	GOOG	9,327	$2.9M	0.33%
35	SCHWAB STRATEGIC TR	808524805	120,607	$2.9M	0.33%
36	JPMORGAN CHASE & CO.	VYLD	8,991	$2.9M	0.33%
37	ISHARES TR	464288570	21,863	$2.8M	0.32%
38	SPDR SERIES TRUST	78464A854	34,814	$2.8M	0.31%
39	VANGUARD INDEX FDS	922908611	12,952	$2.7M	0.31%
40	NEW YORK LIFE INVTS ACTIVE E	45409F843	110,927	$2.7M	0.30%
41	ALPHABET INC	GOOG	8,315	$2.6M	0.29%
42	SPDR GOLD TR	GLD	6,571	$2.6M	0.29%
43	PORCH GROUP INC	PRCH	274,816	$2.5M	0.28%
44	PNC FINL SVCS GROUP INC	693475105	11,819	$2.5M	0.28%
45	ISHARES TR	464287408	10,893	$2.3M	0.26%
46	DIMENSIONAL ETF TRUST	25434V708	57,831	$2.3M	0.26%
47	BERKSHIRE HATHAWAY INC DEL	BRK-A	3	$2.3M	0.26%
48	AMAZON COM INC	AMZN	9,743	$2.2M	0.25%
49	VANGUARD INDEX FDS	922908769	6,653	$2.2M	0.25%
50	BROOKFIELD CORP	11271J107	48,234	$2.2M	0.25%
51	VANGUARD INDEX FDS	922908751	8,147	$2.1M	0.24%
52	SCHWAB STRATEGIC TR	808524706	61,510	$2.0M	0.23%
53	J P MORGAN EXCHANGE TRADED F	46654Q609	19,885	$1.8M	0.21%
54	ISHARES TR	464287507	23,907	$1.6M	0.18%
55	NVIDIA CORPORATION	NVDA	7,628	$1.4M	0.16%
56	SCHWAB STRATEGIC TR	808524607	47,264	$1.3M	0.15%
57	TJX COS INC NEW	872540109	8,763	$1.3M	0.15%
58	ISHARES TR	46435G516	14,047	$1.3M	0.15%
59	VANECK ETF TRUST	92189F106	14,249	$1.2M	0.14%
60	CBIZ INC	CBZ	23,215	$1.2M	0.13%
61	WALMART INC	WMT	10,012	$1.1M	0.13%
62	VISA INC	V	3,176	$1.1M	0.13%
63	ISHARES TR	46435G243	42,652	$1.1M	0.12%
64	ISHARES TR	464287705	7,815	$1.0M	0.12%
65	VANGUARD INDEX FDS	922908553	11,596	$1.0M	0.12%
66	ISHARES TR	464287606	10,589	$1.0M	0.12%
67	COSTCO WHSL CORP NEW	22160K105	1,171	$1.0M	0.11%
68	INVESCO QQQ TR	IVZ	1,628	$1.0M	0.11%
69	VANGUARD SCOTTSDALE FDS	92206C714	10,589	$977,365	0.11%
70	BROADCOM INC	AVGO	2,601	$900,286	0.10%
71	ISHARES TR	464287655	3,642	$896,515	0.10%
72	ISHARES TR	464287879	7,833	$890,741	0.10%
73	ISHARES TR	46435G193	37,753	$882,843	0.10%
74	REMITLY GLOBAL INC	RELY	62,848	$867,303	0.10%
75	META PLATFORMS INC	META	1,295	$855,022	0.10%
76	GRAYSCALE BITCOIN TRUST ETF	GBTC	12,429	$849,647	0.10%
77	ROCKET LAB CORP	RKLB	11,021	$768,825	0.09%
78	SPDR SERIES TRUST	78464A821	7,939	$733,802	0.08%
79	ORACLE CORP	ORCL-PD	3,692	$719,515	0.08%
80	JOHNSON & JOHNSON	JNJ	3,440	$711,894	0.08%
81	SPDR DOW JONES INDL AVERAGE	78467X109	1,419	$681,929	0.08%
82	ISHARES TR	464288885	5,970	$680,103	0.08%
83	SELECT SECTOR SPDR TR	81369Y506	14,814	$662,342	0.07%
84	TRIMAS CORP	TRS	18,474	$654,904	0.07%
85	ISHARES INC	46434G863	13,621	$601,640	0.07%
86	SCHWAB STRATEGIC TR	808524839	25,182	$588,504	0.07%
87	CATERPILLAR INC	CAT	1,015	$581,464	0.07%
88	EATON CORP PLC	ETN	1,815	$578,096	0.07%
89	RTX CORPORATION	RTX	3,143	$576,427	0.06%
90	MANULIFE FINL CORP	56501R106	15,840	$574,676	0.06%
91	ABBVIE INC	ABBV	2,511	$573,698	0.06%
92	BERKSHIRE HATHAWAY INC DEL	BRK-A	1,135	$570,719	0.06%
93	NETFLIX INC	NFLX	5,977	$560,376	0.06%
94	UBER TECHNOLOGIES INC	UBER	6,843	$559,165	0.06%
95	NEXTERA ENERGY INC	NEE-PW	6,839	$549,007	0.06%
96	MCDONALDS CORP	MCD	1,731	$529,147	0.06%
97	BROOKFIELD INFRAST PARTNERS	G16252101	15,057	$523,081	0.06%
98	INNOVATOR ETFS TRUST	INHD	15,436	$517,228	0.06%
99	SELECT SECTOR SPDR TR	81369Y803	3,444	$495,803	0.06%
100	FARMERS NATIONAL BANC CORP	FMNB	37,086	$493,986	0.06%
101	AMGEN INC	AMGN	1,500	$490,965	0.06%
102	NUSHARES ETF TR	NU	10,198	$455,341	0.05%
103	VANGUARD SPECIALIZED FUNDS	921908844	2,061	$452,967	0.05%
104	INVESCO ACTIVELY MANAGED EXC	IVZ	9,385	$445,037	0.05%
105	FEDERATED HERMES ETF TRUST	FHI	15,242	$436,074	0.05%
106	VANGUARD WORLD FD	92204A702	579	$436,072	0.05%
107	CISCO SYS INC	CSCO	5,612	$432,298	0.05%
108	INTERNATIONAL BUSINESS MACHS	INTR	1,458	$431,875	0.05%
109	ISHARES SILVER TR	SLV	6,537	$421,114	0.05%
110	ISHARES TR	464287101	1,211	$415,337	0.05%
111	BANK NEW YORK MELLON CORP	064058100	3,444	$399,763	0.05%
112	PEPSICO INC	PEP	2,701	$387,628	0.04%
113	ABBOTT LABS	ABLZF	3,029	$379,548	0.04%
114	BROOKFIELD ASSET MANAGMT LTD	113004105	7,149	$374,537	0.04%
115	HOME DEPOT INC	HD	1,088	$374,381	0.04%
116	FIDELITY WISE ORIGIN BITCOIN	FBTC	4,712	$359,196	0.04%
117	AMERICAN EXPRESS CO	AXP	909	$336,285	0.04%
118	ASML HOLDING N V	ASMLF	310	$331,657	0.04%
119	PACCAR INC	PCAR	3,016	$330,275	0.04%
120	D-WAVE QUANTUM INC	QBTS	12,500	$326,875	0.04%
121	MERCK & CO INC	MRK	3,037	$319,644	0.04%
122	THERMO FISHER SCIENTIFIC INC	TMO	538	$311,521	0.04%
123	VANGUARD INDEX FDS	922908538	1,105	$308,450	0.03%
124	VANGUARD INTL EQUITY INDEX F	922042742	2,165	$305,395	0.03%
125	INNOVATOR ETFS TRUST	INHD	10,234	$303,425	0.03%
126	SPDR SERIES TRUST	78468R556	2,361	$298,103	0.03%
127	ISHARES TR	464288208	3,553	$293,940	0.03%
128	SPDR SERIES TRUST	78464A839	3,395	$287,387	0.03%
129	S&P GLOBAL INC	SPGI	546	$285,335	0.03%
130	ALTRIA GROUP INC	MO	4,814	$277,581	0.03%
131	SELECT SECTOR SPDR TR	81369Y886	6,470	$276,205	0.03%
132	WELLTOWER INC	WELL	1,487	$276,003	0.03%
133	LINDE PLC	LIN	623	$265,641	0.03%
134	PROCTER AND GAMBLE CO	742718109	1,804	$258,570	0.03%
135	VANGUARD INDEX FDS	922908637	821	$258,451	0.03%
136	CHUBB LIMITED	CB	822	$256,424	0.03%
137	PHILIP MORRIS INTL INC	718172109	1,578	$253,112	0.03%
138	COHERENT CORP	COHR	1,335	$246,372	0.03%
139	NVR INC	NVR	33	$240,662	0.03%
140	VANGUARD INDEX FDS	922908512	1,347	$238,918	0.03%
141	TCW ETF TRUST	29287L106	2,974	$238,584	0.03%
142	EXXON MOBIL CORP	XOM	1,942	$233,684	0.03%
143	SPDR SERIES TRUST	78464A755	2,217	$229,704	0.03%
144	SCHWAB CHARLES CORP	SCHW-PJ	2,298	$229,562	0.03%
145	ELI LILLY & CO	LLY	207	$222,927	0.03%
146	ISHARES TR	464287234	4,051	$221,631	0.02%
147	BANK AMERICA CORP	060505104	4,014	$220,767	0.02%
148	HONEYWELL INTL INC	438516106	1,125	$219,477	0.02%
149	MASTERCARD INCORPORATED	MA	382	$218,128	0.02%
150	ISHARES TR	464287598	1,032	$217,161	0.02%
151	ISHARES TR	464287648	654	$211,249	0.02%
152	LULULEMON ATHLETICA INC	LULU	1,016	$211,135	0.02%
153	FIRST TR EXCHANGE TRADED FD	33738R605	3,271	$205,817	0.02%
154	AMERICAN WTR WKS CO INC NEW	030420103	1,568	$204,624	0.02%
155	ISHARES TR	464288224	10,286	$168,999	0.02%
156	GOLD RESOURCE CORP	GORO	23,820	$19,723	0.00%