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 Stratgc Tr (SCHX, 5.5%), Apple Inc (AAPL, 3.9%), Nvidia Corporation Com (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 Stratgc Tr	5.5%	—	575,233	—	$16.9M
AAPLApple Inc	3.9%	3.8%	41,342	+1.8%	$12.0M
NVDANvidia Corporation Com	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 Class A	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 Com	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 Com	2.6%	2.7%	33,667	-3.5%	$8.0M
LLYLilly Eli & 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 Total	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 Intl Equity	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 Com	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 Industries Inc	1.0%	0.9%	11,104	+138.5%	$3.2M
WCMIFirst Trust	1.0%	0.8%	152,992	+17.6%	$3.0M
ARESAres Management Corporation	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 Mgmt Inc Nclass	0.9%	—	23,192	—	$2.7M
TSLATesla Inc Com	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 Resources 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 Com	0.6%	0.9%	44,722	-6.6%	$1.9M
RDDTReddit Inc	0.6%	—	10,716	—	$1.9M
KKRKkr & Co Inc Cl A	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 Com	0.5%	—	114,728	—	$1.5M
FRTFederal Rlty Invt Tr New	0.5%	0.6%	11,269	-24.6%	$1.4M
TGTTarget Corp Com	0.5%	0.6%	10,587	-15.6%	$1.4M
FSLRFirst Solar Inc Com	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.

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 and rebuilt each quarter on the day the filing became public. 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 Stratgc Tr (SCHX) at 5.5%, Apple Inc (AAPL) at 3.9%, Nvidia Corporation Com (NVDA) at 3.7%, Alphabet Inc (GOOGL) at 3.6% and Meta Platforms Inc Class A (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 Industries 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 Short-Term U.S. Treasury ETF (SCHO), cut from its top 50 Vanguard Short-Term Treasury ETF Total (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.