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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  ·  36 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 EPS WISDOMTREE TR 6,235.0 $491K 0.12% -634.0 -9.2% $78.70 +3.1%
22 SMMU PIMCO ETF TR 9,364.0 $471K 0.11% -963.0 -9.3% $50.35 -0.0%
23 INTC INTEL CORP Technology 4,276.0 $461K 0.11% -268.0 -5.9% $107.77 -15.6%
24 ILF ISHARES TR 11,894.0 $413K 0.10% -498.0 -4.0% $34.71 +0.6%
25 DGRW WISDOMTREE TR 3,884.0 $374K 0.09% -382.0 -8.9% $96.26 +3.7%
26 XLV SELECT SECTOR SPDR TR 2,112.0 $334K 0.08% -39.0 -1.8% $158.29 +9.0%
27 FLGB FRANKLIN TEMPLETON ETF TR 8,977.0 $320K 0.07% -3K -22.4% $35.61 +5.2%
28 IJR ISHARES TR 2,180.0 $317K 0.07% -4K -63.8% $145.38 +1.0%
29 VOX VANGUARD WORLD FD 1,566.0 $299K 0.07% -21.0 -1.3% $191.02 -2.3%
30 SCHZ SCHWAB STRATEGIC TR 12,491.0 $286K 0.07% -574.0 -4.4% $22.91 -0.2%
31 CATH GLOBAL X FDS 3,157.0 $283K 0.07% -68.0 -2.1% $89.56 +2.6%
32 XLI SELECT SECTOR SPDR TR 1,447.0 $261K 0.06% -34.0 -2.3% $180.45 -0.7%
33 CLH CLEAN HARBORS INC Industrials 853.0 $260K 0.06% -310.0 -26.7% $305.16 +2.4%
34 PINNACLE FINL PARTNERS INC 2,123.0 $214K 0.05% -731.0 -25.6% $100.63
35 AGGY WISDOMTREE TR 4,726.0 $204K 0.05% -2K -27.7% $43.08 -0.7%
36 KEX KIRBY CORP Industrials 1,399.0 $203K 0.05% -492.0 -26.0% $145.04 -3.7%
Page 2 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%