Portfolio (Quarterly) Guide ↗

Schneider Downs Wealth Management Advisors, LP

· CIK 0001665359

13F Portfolio $1.1B AUM 177 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 25 New 59 Added 27 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	EJUL	INNOVATOR ETFS TRUST	—	10,234	$306K	0.03%	SOLD
2	HON	HONEYWELL INTL INC	Industrials	1,125	$254K	0.03%	SOLD
3	SPGI	S&P GLOBAL INC	Financial Services	544	$231K	0.03%	SOLD
4	IGC	IGC PHARMA INC	Healthcare	10,000	$3K	—	SOLD

Sector Allocation

Technology 35.9%

Financial Services 31.1%

Industrials 7.6%

Consumer Cyclical 6.7%

Communication Services 5.5%

Consumer Defensive 4.1%

Healthcare 4.0%

Energy 2.7%

Utilities 1.4%

Real Estate 0.6%