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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 3 of 5  ·  100 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MOAT VANECK ETF TRUST 8,208.0 $868K 0.20% +170.0 +2.1% $105.81 +7.6%
42 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,135.0 $853K 0.20% $751.50 +1.9%
43 CLOI VANECK ETF TRUST 16,091.0 $850K 0.20% NEW $52.83 +0.2%
44 TSLA TESLA INC Consumer Cyclical 2,072.0 $821K 0.19% $396.18 -12.7%
45 INNOVATOR ETFS TRUST 41,258.0 $803K 0.19% NEW $19.46
46 INNOVATOR ETFS TRUST 35,898.0 $792K 0.19% NEW $22.07
47 DGX QUEST DIAGNOSTICS INC Healthcare 3,746.0 $772K 0.18% +2K +120.3% $206.00 +18.9%
48 FSEP FIRST TR EXCHNG TRADED FD VI 13,621.0 $755K 0.18% $55.44 +1.9%
49 FJUN FIRST TR EXCHNG TRADED FD VI 12,178.0 $734K 0.17% $60.28 +1.4%
50 USTB VICTORY PORTFOLIOS II 13,392.0 $675K 0.16% -207.0 -1.5% $50.43 +0.2%
51 XLF SELECT SECTOR SPDR TR 11,772.0 $661K 0.16% +741.0 +6.7% $56.18 +3.7%
52 SYSB ISHARES TR 7,532.0 $661K 0.16% -645.0 -7.9% $87.74 -0.1%
53 MMIT NEW YORK LIFE INVTS ACTIVE E 25,604.0 $622K 0.15% -2K -8.5% $24.28 -1.2%
54 SCHG SCHWAB STRATEGIC TR 16,754.0 $579K 0.14% +2K +13.2% $34.58 +2.1%
55 IGV ISHARES TR 6,103.0 $571K 0.14% NEW $93.63 +9.4%
56 MUB ISHARES TR 5,340.0 $571K 0.14% +970.0 +22.2% $106.95 -1.4%
57 MANAGED PORTFOLIO SER 21,468.0 $559K 0.13% -5K -17.4% $26.04
58 RKLB ROCKET LAB CORP Industrials 6,825.0 $538K 0.13% NEW $78.81 -16.0%
59 JMUB J P MORGAN EXCHANGE TRADED F 10,650.0 $536K 0.13% +144.0 +1.4% $50.34 -1.3%
60 ARTY ISHARES TR 7,090.0 $496K 0.12% NEW $69.96 +6.9%
Page 3 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%