Portfolio (Quarterly) Guide ↗

Schneider Downs Wealth Management Advisors, LP

· CIK 0001665359

13F Portfolio $907M AUM 156 positions Filed May 15, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 6 New 42 Added 19 Reduced 6 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	FMNB	FARMERS NATIONAL BANC CORP	Financial Services	37,086	$494K	0.06%	SOLD
2	LLY	ELI LILLY & CO	Healthcare	207	$223K	0.03%	SOLD
3	BAC	BANK AMERICA CORP	Financial Services	4,014	$221K	0.03%	SOLD
4	MA	MASTERCARD INCORPORATED	Financial Services	382	$218K	0.03%	SOLD
5	LULU	LULULEMON ATHLETICA INC	Consumer Cyclical	1,016	$211K	0.02%	SOLD
6	FV	FIRST TR EXCHANGE TRADED FD	—	3,271	$206K	0.02%	SOLD

Sector Allocation

Financial Services 37.1%

Technology 28.6%

Communication Services 9.1%

Consumer Cyclical 7.1%

Industrials 5.4%

Consumer Defensive 5.3%

Healthcare 3.9%

Utilities 1.9%

Energy 0.8%

Basic Materials 0.5%