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Portfolio (Quarterly) Guide ↗

SWMG, LLC

· CIK 0001839255
13F Portfolio $350M AUM 120 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 15 New 30 Added 47 Reduced 15 Exited
Page 2 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FLGB FRANKLIN TEMPLETON ETF TR 11,566.0 $402K 0.12% +104.0 +0.9% $34.76 +1.2%
22 XLP SELECT SECTOR SPDR TR 4,711.0 $386K 0.11% +137.0 +3.0% $81.99 +3.3%
23 VCRB VANGUARD MALVERN FDS 4,613.0 $357K 0.10% +32.0 +0.7% $77.38 +0.1%
24 IBM INTERNATIONAL BUSINESS MACHS Technology 1,296.0 $314K 0.09% +9.0 +0.7% $242.31 +11.5%
25 SNEX STONEX GROUP INC Financial Services 3,629.0 $293K 0.08% +1K +49.9% $80.65 +69.0%
26 VOX VANGUARD WORLD FD 1,587.0 $285K 0.08% +17.0 +1.1% $179.84 +0.9%
27 FIDELITY COVINGTON TRUST 3,928.0 $276K 0.08% +45.0 +1.2% $70.36
28 SCHH SCHWAB STRATEGIC TR 10,330.0 $222K 0.06% +118.0 +1.2% $21.49 +12.3%
29 MCHI ISHARES TR 3,862.0 $217K 0.06% +21.0 +0.6% $56.18 -10.1%
30 FSTA FIDELITY COVINGTON TRUST 3,998.0 $209K 0.06% +31.0 +0.8% $52.33 +2.1%
Page 2 of 2  ·  30 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 29.2%
Industrials 21.5%
Consumer Cyclical 15.0%
Financial Services 13.7%
Healthcare 13.7%
Basic Materials 3.3%
Consumer Defensive 2.4%
Communication Services 1.2%