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Portfolio (Quarterly) Guide ↗

SWMG, LLC

· CIK 0001839255
13F Portfolio $424M AUM 100 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 14 New 38 Added 36 Reduced 34 Exited
Page 1 of 5  ·  100 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 151,003.0 $114.0M 26.86% +51K +51.7% $755.12 +2.6%
2 IVW ISHARES TR 252,257.0 $34.8M 8.20% +36K +16.8% $137.89 +2.1%
3 SPSB SPDR SERIES TRUST 802,312.0 $24.0M 5.65% +93K +13.2% $29.90 +0.2%
4 DYNF BLACKROCK ETF TRUST 337,488.0 $23.0M 5.41% +38K +12.6% $68.04 +2.5%
5 IVE ISHARES TR 88,953.0 $20.5M 4.82% -11K -10.6% $229.94 +3.1%
6 IEMG ISHARES INC 241,823.0 $19.3M 4.54% -53K -18.1% $79.72 +3.4%
7 VTI VANGUARD INDEX FDS 32,787.0 $12.2M 2.87% -2K -6.9% $371.16 +2.6%
8 EFG ISHARES TR 99,544.0 $12.1M 2.85% +15K +18.1% $121.45 +3.5%
9 IEFA ISHARES TR 116,366.0 $11.3M 2.66% +15K +14.9% $96.89 +4.0%
10 IYW ISHARES TR 43,987.0 $10.9M 2.57% +12K +36.4% $248.19 +2.3%
11 BAI BLACKROCK ETF TRUST 230,059.0 $10.7M 2.53% -31K -11.8% $46.65 -3.1%
12 MTUM ISHARES TR 29,179.0 $9.3M 2.20% -6K -18.1% $319.76 -4.9%
13 BLACKROCK ETF TRUST 248,754.0 $8.9M 2.10% NEW $35.87
14 IXUS ISHARES TR 94,284.0 $8.9M 2.10% +3K +2.8% $94.56 +3.8%
15 BLCR BLACKROCK ETF TRUST 178,642.0 $8.9M 2.10% +31K +21.2% $49.80 -0.4%
16 BLACKROCK ETF TRUST 268,814.0 $8.5M 2.00% +67K +33.1% $31.50
17 IUSB ISHARES TR 151,734.0 $6.9M 1.63% +48K +46.5% $45.69 -0.2%
18 EFV ISHARES TR 87,886.0 $6.9M 1.62% -109K -55.4% $78.49 +4.2%
19 THRO BLACKROCK ETF TRUST 158,534.0 $6.8M 1.61% -73K -31.6% $43.06 +2.1%
20 VEA VANGUARD TAX-MANAGED FDS 77,165.0 $5.4M 1.28% -2K -2.9% $70.60 +4.0%
Page 1 of 5  ·  100 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 44.6%
Financial Services 16.0%
Healthcare 15.2%
Industrials 11.7%
Consumer Cyclical 6.7%
Consumer Defensive 3.8%
Communication Services 2.1%