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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 2  ·  38 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 +1.9%
2 IVW ISHARES TR 252,257.0 $34.8M 8.20% +36K +16.8% $137.89 +0.5%
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 +1.6%
5 EFG ISHARES TR 99,544.0 $12.1M 2.85% +15K +18.1% $121.45 +3.4%
6 IEFA ISHARES TR 116,366.0 $11.3M 2.66% +15K +14.9% $96.89 +4.2%
7 IYW ISHARES TR 43,987.0 $10.9M 2.57% +12K +36.4% $248.19 -0.6%
8 IXUS ISHARES TR 94,284.0 $8.9M 2.10% +3K +2.8% $94.56 +3.7%
9 BLCR BLACKROCK ETF TRUST 178,642.0 $8.9M 2.10% +31K +21.2% $49.80 -0.8%
10 BLACKROCK ETF TRUST 268,814.0 $8.5M 2.00% +67K +33.1% $31.50
11 IUSB ISHARES TR 151,734.0 $6.9M 1.63% +48K +46.5% $45.69 -0.1%
12 VLUE ISHARES TR 13,181.0 $2.6M 0.61% +123.0 +0.9% $195.30 +3.4%
13 AMD ADVANCED MICRO DEVICES INC Technology 3,260.0 $1.8M 0.42% +740.0 +29.4% $548.13 -12.3%
14 BIL SPDR SERIES TRUST 19,030.0 $1.7M 0.41% +16K +517.7% $91.51 +0.1%
15 NVDA NVIDIA CORPORATION Technology 8,087.0 $1.7M 0.40% +222.0 +2.8% $211.81 -1.0%
16 VWO VANGUARD INTL EQUITY INDEX F 27,649.0 $1.6M 0.39% +165.0 +0.6% $59.08 +2.7%
17 GSY INVESCO ACTIVELY MANAGED EXC 23,898.0 $1.2M 0.28% +8K +49.9% $50.21 -0.2%
18 BND VANGUARD BD INDEX FDS 15,867.0 $1.2M 0.27% +983.0 +6.6% $72.70 -0.2%
19 IAU ISHARES GOLD TR Financial Services 12,896.0 $984K 0.23% +2K +19.1% $76.27 +13.2%
20 IFRA ISHARES TR 14,945.0 $927K 0.22% +264.0 +1.8% $62.02 -3.0%
Page 1 of 2  ·  38 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%