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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 2 of 2  ·  38 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MOAT VANECK ETF TRUST 8,208.0 $868K 0.20% +170.0 +2.1% $105.81 +8.9%
22 DGX QUEST DIAGNOSTICS INC Healthcare 3,746.0 $772K 0.18% +2K +120.3% $206.00 +19.2%
23 XLF SELECT SECTOR SPDR TR 11,772.0 $661K 0.16% +741.0 +6.7% $56.18 +2.8%
24 SCHG SCHWAB STRATEGIC TR 16,754.0 $579K 0.14% +2K +13.2% $34.58 +3.5%
25 MUB ISHARES TR 5,340.0 $571K 0.14% +970.0 +22.2% $106.95 -1.4%
26 JMUB J P MORGAN EXCHANGE TRADED F 10,650.0 $536K 0.13% +144.0 +1.4% $50.34 -1.3%
27 FIDELITY COVINGTON TRUST 6,003.0 $463K 0.11% +2K +52.8% $77.16
28 XLC SELECT SECTOR SPDR TR 4,105.0 $458K 0.11% +182.0 +4.6% $111.45 +0.4%
29 SCHH SCHWAB STRATEGIC TR 18,849.0 $453K 0.11% +9K +82.5% $24.03 -0.2%
30 RING ISHARES INC 6,561.0 $422K 0.10% +2K +36.0% $64.29 +40.9%
31 XLP SELECT SECTOR SPDR TR 4,750.0 $396K 0.09% +39.0 +0.8% $83.43 +2.2%
32 MCHI ISHARES TR 7,342.0 $391K 0.09% +3K +90.1% $53.23 +3.1%
33 VCRB VANGUARD MALVERN FDS 4,931.0 $377K 0.09% +318.0 +6.9% $76.40 -0.2%
34 XLY SELECT SECTOR SPDR TR 3,076.0 $357K 0.08% +305.0 +11.0% $115.90 +0.4%
35 IBM INTERNATIONAL BUSINESS MACHS Technology 1,303.0 $283K 0.07% +7.0 +0.5% $217.13 +8.6%
36 AOA ISHARES TR 2,897.0 $281K 0.07% +207.0 +7.7% $97.10 +2.2%
37 LMUB ISHARES TR 5,484.0 $278K 0.07% +1K +23.9% $50.76 -2.7%
38 HDV ISHARES TR 8,065.0 $223K 0.05% +6K +400.0% $27.64 +6.4%
Page 2 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%