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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 EFG ISHARES TR 84,284.0 $9.4M 2.68% NEW $111.37 +9.9%
2 BLACKROCK ETF TRUST 201,930.0 $6.6M 1.89% NEW $32.72
3 BLCR BLACKROCK ETF TRUST 147,422.0 $6.1M 1.73% NEW $41.06 +20.7%
4 VLUE ISHARES TR 13,058.0 $1.9M 0.53% NEW $142.19 +42.7%
5 LDUR PIMCO ETF TR 9,769.0 $936K 0.27% NEW $95.82 -0.2%
6 AVSF AMERICAN CENTY ETF TR 19,907.0 $932K 0.27% NEW $46.80 -0.3%
7 GSY INVESCO ACTIVELY MANAGED EXC 15,942.0 $799K 0.23% NEW $50.12 +0.0%
8 SYSB ISHARES TR 8,177.0 $728K 0.21% NEW $89.00 +0.0%
9 WMT WALMART INC Consumer Defensive 4,083.0 $507K 0.14% NEW $124.28 -5.9%
10 RING ISHARES INC 4,823.0 $381K 0.11% NEW $78.98 -15.0%
11 TEL TE CONNECTIVITY PLC Technology 1,362.0 $285K 0.08% NEW $209.02 -5.9%
12 RMD RESMED INC Healthcare 1,202.0 $270K 0.08% NEW $224.48 -10.6%
13 PINNACLE FINL PARTNERS INC 2,854.0 $246K 0.07% NEW $86.14
14 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 3,841.0 $221K 0.06% NEW $57.58 +34.1%
15 LMUB ISHARES TR 4,426.0 $221K 0.06% NEW $49.93 +2.3%

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%