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Portfolio (Quarterly) Guide ↗

SWMG, LLC

· CIK 0001839255
13F Portfolio $360M AUM 120 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 120 New
Page 5 of 6  ·  120 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 XLY SELECT SECTOR SPDR TR 3,177.0 $375K 0.10% NEW $117.99 -3.1%
82 VCRB VANGUARD MALVERN FDS 4,581.0 $358K 0.10% NEW $78.14 -0.9%
83 RSP INVESCO EXCHANGE TRADED FD T 1,741.0 $352K 0.10% NEW $202.31 +5.0%
84 DY DYCOM INDS INC Industrials 871.0 $349K 0.10% NEW $400.47 +21.9%
85 SCHZ SCHWAB STRATEGIC TR 14,701.0 $344K 0.10% NEW $23.41 -0.8%
86 ACN ACCENTURE PLC IRELAND Technology 1,391.0 $335K 0.09% NEW $240.62 -46.4%
87 DGX QUEST DIAGNOSTICS INC Healthcare 1,730.0 $330K 0.09% NEW $190.71 +10.1%
88 VOO VANGUARD INDEX FDS 508.0 $323K 0.09% NEW $635.24 +5.5%
89 CLH CLEAN HARBORS INC Industrials 1,168.0 $311K 0.09% NEW $265.98 +13.4%
90 VCIT VANGUARD SCOTTSDALE FDS 3,637.0 $305K 0.09% NEW $83.87 -1.1%
91 CTAS CINTAS CORP Industrials 1,553.0 $304K 0.08% NEW $195.87 -12.2%
92 SMMU PIMCO ETF TR 5,907.0 $300K 0.08% NEW $50.75 -0.5%
93 VOX VANGUARD WORLD FD 1,570.0 $300K 0.08% NEW $190.84 -5.3%
94 FBK FB FINL CORP Financial Services 4,810.0 $296K 0.08% NEW $61.61 -9.3%
95 FIDELITY COVINGTON TRUST 3,883.0 $292K 0.08% NEW $75.19
96 PNFP PINNACLE FINL PARTNERS INC Financial Services 2,854.0 $292K 0.08% NEW $102.26 -1.2%
97 SNEX STONEX GROUP INC Financial Services 2,421.0 $292K 0.08% NEW $120.54 +12.3%
98 AGGY WISDOMTREE TR 6,526.0 $288K 0.08% NEW $44.11 -1.1%
99 CATH GLOBAL X FDS 3,225.0 $268K 0.07% NEW $83.16 +4.9%
100 VYM VANGUARD WHITEHALL FDS 1,697.0 $264K 0.07% NEW $155.47 +1.8%
Page 5 of 6  ·  120 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 26.7%
Industrials 20.8%
Financial Services 18.6%
Consumer Cyclical 14.4%
Healthcare 13.7%
Basic Materials 3.3%
Communication Services 2.6%