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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  ·  36 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVE ISHARES TR 88,953.0 $20.5M 4.82% -11K -10.6% $229.94 +3.4%
2 IEMG ISHARES INC 241,823.0 $19.3M 4.54% -53K -18.1% $79.72 +2.7%
3 VTI VANGUARD INDEX FDS 32,787.0 $12.2M 2.87% -2K -6.9% $371.16 +1.9%
4 BAI BLACKROCK ETF TRUST 230,059.0 $10.7M 2.53% -31K -11.8% $46.65 -5.1%
5 MTUM ISHARES TR 29,179.0 $9.3M 2.20% -6K -18.1% $319.76 -4.9%
6 EFV ISHARES TR 87,886.0 $6.9M 1.62% -109K -55.4% $78.49 +4.8%
7 THRO BLACKROCK ETF TRUST 158,534.0 $6.8M 1.61% -73K -31.6% $43.06 +1.2%
8 VEA VANGUARD TAX-MANAGED FDS 77,165.0 $5.4M 1.28% -2K -2.9% $70.60 +4.0%
9 GOVT ISHARES TR 185,862.0 $4.2M 0.99% -2K -0.9% $22.57 -0.1%
10 MBB ISHARES TR 32,262.0 $3.0M 0.71% -701.0 -2.1% $93.67 -0.1%
11 TLH ISHARES TR 29,673.0 $2.9M 0.69% -6K -15.7% $98.21 -0.4%
12 XLK SELECT SECTOR SPDR TR 10,646.0 $2.0M 0.46% -394.0 -3.6% $183.61 -0.4%
13 AAPL APPLE INC Technology 3,863.0 $1.2M 0.29% -3K -45.5% $314.86 -0.4%
14 SPSM SPDR SERIES TRUST 20,261.0 $1.1M 0.27% -5K -20.9% $56.51 +1.0%
15 IJH ISHARES TR 12,283.0 $928K 0.22% -147.0 -1.2% $75.57 +1.4%
16 USTB VICTORY PORTFOLIOS II 13,392.0 $675K 0.16% -207.0 -1.5% $50.43 +0.2%
17 SYSB ISHARES TR 7,532.0 $661K 0.16% -645.0 -7.9% $87.74 -0.1%
18 MMIT NEW YORK LIFE INVTS ACTIVE E 25,604.0 $622K 0.15% -2K -8.5% $24.28 -1.2%
19 MANAGED PORTFOLIO SER 21,468.0 $559K 0.13% -5K -17.4% $26.04
20 FTEC FIDELITY COVINGTON TRUST 1,766.0 $494K 0.12% -104.0 -5.6% $279.75 +0.7%
Page 1 of 2  ·  36 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%