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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
Page 3 of 3  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VCIT VANGUARD SCOTTSDALE FDS 3,550.0 $294K 0.08% -87.0 -2.4% $82.75 +0.2%
42 BIL SPDR SERIES TRUST 3,081.0 $282K 0.08% -2K -42.1% $91.64 -0.0%
43 ACN ACCENTURE PLC IRELAND Technology 1,260.0 $250K 0.07% -131.0 -9.4% $198.29 -35.8%
44 VYM VANGUARD WHITEHALL FDS 1,675.0 $248K 0.07% -22.0 -1.3% $148.10 +7.2%
45 XLI SELECT SECTOR SPDR TR 1,481.0 $240K 0.07% -27.0 -1.8% $161.73 +13.0%
46 CTAS CINTAS CORP Industrials 1,406.0 $238K 0.07% -147.0 -9.5% $169.14 +1.4%
47 PAYX PAYCHEX INC Industrials 2,377.0 $219K 0.06% -251.0 -9.6% $92.12 +7.7%
Page 3 of 3  ·  47 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 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%