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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 5  ·  100 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOVT ISHARES TR 185,862.0 $4.2M 0.99% -2K -0.9% $22.57 -0.1%
22 MBB ISHARES TR 32,262.0 $3.0M 0.71% -701.0 -2.1% $93.67 -0.1%
23 TLH ISHARES TR 29,673.0 $2.9M 0.69% -6K -15.7% $98.21 -0.4%
24 VLUE ISHARES TR 13,181.0 $2.6M 0.61% +123.0 +0.9% $195.30 +3.4%
25 XLK SELECT SECTOR SPDR TR 10,646.0 $2.0M 0.46% -394.0 -3.6% $183.61 -0.4%
26 AMD ADVANCED MICRO DEVICES INC Technology 3,260.0 $1.8M 0.42% +740.0 +29.4% $548.13 -12.3%
27 BIL SPDR SERIES TRUST 19,030.0 $1.7M 0.41% +16K +517.7% $91.51 +0.1%
28 NVDA NVIDIA CORPORATION Technology 8,087.0 $1.7M 0.40% +222.0 +2.8% $211.81 -1.0%
29 VWO VANGUARD INTL EQUITY INDEX F 27,649.0 $1.6M 0.39% +165.0 +0.6% $59.08 +2.7%
30 IALT BLACKROCK ETF TRUST 55,045.0 $1.6M 0.37% NEW $28.49 +1.5%
31 AAPL APPLE INC Technology 3,863.0 $1.2M 0.29% -3K -45.5% $314.86 -0.4%
32 GSY INVESCO ACTIVELY MANAGED EXC 23,898.0 $1.2M 0.28% +8K +49.9% $50.21 -0.2%
33 FLRN SPDR SERIES TRUST 38,853.0 $1.2M 0.28% NEW $30.79 +0.1%
34 BND VANGUARD BD INDEX FDS 15,867.0 $1.2M 0.27% +983.0 +6.6% $72.70 -0.2%
35 SPSM SPDR SERIES TRUST 20,261.0 $1.1M 0.27% -5K -20.9% $56.51 +1.0%
36 NVO NOVO-NORDISK A S Healthcare 22,122.0 $1.1M 0.26% $49.07 -3.8%
37 IAU ISHARES GOLD TR Financial Services 12,896.0 $984K 0.23% +2K +19.1% $76.27 +13.2%
38 GGOV BLACKROCK ETF TRUST II 19,287.0 $967K 0.23% NEW $50.13 +0.4%
39 IJH ISHARES TR 12,283.0 $928K 0.22% -147.0 -1.2% $75.57 +1.4%
40 IFRA ISHARES TR 14,945.0 $927K 0.22% +264.0 +1.8% $62.02 -3.0%
Page 2 of 5  ·  100 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%