Q2 2026 13F · SEC CIK 1582561

Blackhawk Capital Partners, LLC

Wealth managerFiled 2026-07-20 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $306.1M
Reported positions: 146
Top holdings a year, 3 yrs: +17.5%
Assets under management: $452.0M

Blackhawk Capital Partners, LLC is a wealth manager that reported 146 positions worth $306.1M in its Q2 2026 13F, filed 2026-07-20. Its largest holdings were Schwab Strategic Tr (SCHX, 5.5%), Apple Inc (AAPL, 3.9%), Nvidia Corporation (NVDA, 3.7%). A portfolio copying its top holdings returned 17.5% a year over the last 3 years, against 20.4% for the S&P 500.

Blackhawk Capital Partners, LLC holdings largest 50 of 146 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Blackhawk Capital Partners, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SCHXSchwab Strategic Tr	5.5%	—	575,233	—	$16.9M
AAPLApple Inc	3.9%	3.8%	41,342	+1.8%	$12.0M
NVDANvidia Corporation	3.7%	3.5%	56,204	+4.2%	$11.2M
GOOGLAlphabet Inc	3.6%	3.3%	30,620	-1.2%	$10.9M
METAMeta Platforms Inc	3.2%	3.7%	17,177	-1.4%	$9.7M
TSMTaiwan Semiconductor Manufac	3.1%	3.3%	19,862	-24.9%	$9.5M
FTSLFirst Tr Exchange-Traded Fd	2.9%	0.8%	197,172	+319.7%	$8.8M
HROWHarrow Inc	2.8%	2.2%	203,241	+17.9%	$8.6M
MSFTMicrosoft Corp	2.8%	2.9%	22,914	+7.9%	$8.5M
AMZNAmazon Com Inc	2.6%	2.7%	33,667	-3.5%	$8.0M
LLYEli Lilly & Co	2.6%	2.2%	6,563	+0.5%	$7.9M
LQDIshares Tr	2.3%	—	65,035	—	$7.1M
EMBIshares Tr	2.3%	—	73,221	—	$7.1M
HYLSFirst Tr Exchange-Traded Fd	2.3%	—	171,989	—	$7.0M
FPEFirst Tr Exch Traded Fd III	2.3%	—	387,592	—	$6.9M
FMBFirst Tr Exch Traded Fd III	1.9%	2.1%	115,918	+1.6%	$6.0M
JAAAJanus Detroit Str Tr	1.8%	1.8%	109,367	+13.7%	$5.5M
AVGOBroadcom Inc	1.7%	1.3%	13,430	+17.8%	$5.1M
NFLXNetflix Inc.	1.5%	2.0%	65,180	+14.3%	$4.7M
FIXComfort Sys USA Inc	1.5%	1.7%	2,288	-32.4%	$4.5M
SCHFSchwab Strategic Tr	1.5%	1.6%	161,592	-7.2%	$4.5M
IBKRInteractive Brokers Group in	1.4%	1.3%	49,678	-3.3%	$4.3M
PWRQuanta Svcs Inc	1.3%	1.1%	5,507	+2.1%	$4.0M
ABTAbbott Laboratories	1.1%	1.1%	36,753	+26.3%	$3.3M
FTCBFirst Tr Exchange-Traded Fd	1.1%	1.2%	156,745	+4.2%	$3.3M
BABoeing Co	1.1%	0.9%	14,861	+26.3%	$3.2M
POWLPowell Inds Inc	1.0%	0.9%	11,104	+138.5%	$3.2M
WCMIFirst Tr Exchange-Traded Fd	1.0%	0.8%	152,992	+17.6%	$3.0M
ARESAres Management Corp	1.0%	—	26,692	—	$3.0M
ASMLAsml Hldg NV	1.0%	1.1%	1,475	-35.1%	$2.9M
ABBVAbbvie Inc	0.9%	0.9%	11,393	+5.6%	$2.9M
APOApollo Global Management Inc	0.9%	—	23,192	—	$2.7M
TSLATesla Inc	0.9%	0.8%	6,264	+4.6%	$2.6M
SPXCSpx Technologies Inc	0.8%	—	10,311	—	$2.5M
XSOEWisdomtree Tr	0.8%	0.7%	48,293	+5.7%	$2.4M
KMXCarmax Inc	0.7%	0.6%	43,152	+10.3%	$2.3M
UCONFirst Tr Exchng Traded Fd Vi	0.7%	0.8%	89,113	+4.0%	$2.2M
BENFranklin Templeton Inc	0.7%	0.6%	60,118	-11.6%	$2.0M
EIXEdison Intl	0.6%	0.8%	26,630	-13.0%	$2.0M
JOESt Joe Company	0.6%	0.7%	31,534	+0.0%	$2.0M
VZVerizon Communications Inc	0.6%	0.9%	44,722	-6.6%	$1.9M
RDDTReddit Inc	0.6%	—	10,716	—	$1.9M
KKRKkr & Co Inc	0.6%	—	19,893	—	$1.8M
WECWec Energy Group Inc	0.6%	—	15,225	—	$1.8M
QQQInvesco Qqq Tr	0.5%	—	2,259	—	$1.7M
TDIVFirst Tr Exchange Traded Fd	0.5%	0.5%	13,643	-12.5%	$1.6M
BPREBluerock Pvt Real Estate Fd	0.5%	—	114,728	—	$1.5M
FRTFederal Rlty Invt Tr New	0.5%	0.6%	11,269	-24.6%	$1.4M
TGTTarget Corp	0.5%	0.6%	10,587	-15.6%	$1.4M
FSLRFirst Solar Inc	0.4%	—	5,671	—	$1.3M

What Blackhawk Capital Partners, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

FTSL First Tr Exchange-Traded Fd+319.7% shares
POWL Powell Inds Inc+138.5% shares
ABT Abbott Laboratories+26.3% shares
BA Boeing Co+26.3% shares
HROW Harrow Inc+17.9% shares
AVGO Broadcom Inc+17.8% shares
WCMI First Tr Exchange-Traded Fd+17.6% shares
NFLX Netflix Inc.+14.3% shares

Reduced

ASML Asml Hldg NV-35.1% shares
FIX Comfort Sys USA Inc-32.4% shares
TSM Taiwan Semiconductor Manufac-24.9% shares
FRT Federal Rlty Invt Tr New-24.6% shares
TGT Target Corp-15.6% shares
EIX Edison Intl-13.0% shares
TDIV First Tr Exchange Traded Fd-12.5% shares
BEN Franklin Templeton Inc-11.6% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +14.4% /yr; S&P 500 +20.1%
3 years: +17.5% /yr; S&P 500 +20.4%
5 years: +9.2% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$306.1M	146
Q1 2026	$272.5M	141
Q4 2025	$266.3M	149
Q3 2025	$257.0M	152
Q2 2025	$216.8M	128
Q1 2025	$194.1M	127
Q4 2024	$193.1M	123
Q3 2024	$187.2M	129
Q2 2024	$165.7M	105
Q1 2024	$160.3M	100
Q4 2023	$147.5M	88
Q3 2023	$136.8M	87

Questions about Blackhawk Capital Partners, LLC's portfolio

What stocks does Blackhawk Capital Partners, LLC own?

Blackhawk Capital Partners, LLC's latest 13F, for Q2 2026 and filed Jul 20, 2026, lists 146 positions worth $306.1M. The largest are Schwab Strategic Tr (SCHX) at 5.5%, Apple Inc (AAPL) at 3.9%, Nvidia Corporation (NVDA) at 3.7%, Alphabet Inc (GOOGL) at 3.6% and Meta Platforms Inc (META) at 3.2%.

What did Blackhawk Capital Partners, LLC buy last quarter?

In Q2 2026, Blackhawk Capital Partners, LLC added First Tr Exchange-Traded Fd (FTSL) (+319.7% shares), Powell Inds Inc (POWL) (+138.5% shares) and Abbott Laboratories (ABT) (+26.3% shares), compared with its Q1 2026 filing.

What did Blackhawk Capital Partners, LLC sell last quarter?

In Q2 2026, Blackhawk Capital Partners, LLC cut from its top 50 Schwab Strategic Tr (SCHO), cut from its top 50 Vanguard Scottsdale Fds (VGSH), cut from its top 50 Slide Ins Hldgs Inc (SLDE), cut from its top 50 Stryker Corporation (SYK), cut from its top 50 Exxon Mobil Corp (XOM), Asml Hldg NV (ASML) (-35.1% shares), Comfort Sys USA Inc (FIX) (-32.4% shares) and Taiwan Semiconductor Manufac (TSM) (-24.9% shares), compared with its Q1 2026 filing.

How has Blackhawk Capital Partners, LLC's portfolio performed?

A portfolio copying Blackhawk Capital Partners, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.5% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +14.4% against +20.1%. Over 5 years: +9.2% a year against +11.6%.

When is Blackhawk Capital Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Blackhawk Capital Partners, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Blackhawk Capital Partners, LLC manage?

Blackhawk Capital Partners, LLC reported $452.0M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $306.1M.