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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 4 of 6  ·  120 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MRSH MARSH & MCLENNAN COS INC Financial Services 3,206.0 $556K 0.16% -341.0 -9.6% $173.45 -3.2%
62 XLF SELECT SECTOR SPDR TR 11,031.0 $545K 0.16% -686.0 -5.8% $49.37 +8.4%
63 JMUB J P MORGAN EXCHANGE TRADED F 10,506.0 $525K 0.15% -395.0 -3.6% $49.99 +1.3%
64 SMMU PIMCO ETF TR 10,327.0 $521K 0.15% +4K +74.8% $50.45 +0.1%
65 AMD ADVANCED MICRO DEVICES INC Technology 2,520.0 $513K 0.15% $203.43 +155.8%
66 WMT WALMART INC Consumer Defensive 4,083.0 $507K 0.14% NEW $124.28 -6.3%
67 LMT LOCKHEED MARTIN CORP Industrials 836.0 $505K 0.14% -391.0 -31.9% $604.39 -16.5%
68 EPS WISDOMTREE TR 6,869.0 $468K 0.13% $68.11 +12.3%
69 MUB ISHARES TR 4,370.0 $464K 0.13% -44.0 -1.0% $106.15 +1.3%
70 TSCO TRACTOR SUPPLY CO Consumer Cyclical 9,895.0 $448K 0.13% -921.0 -8.5% $45.30 -31.5%
71 ILF ISHARES TR 12,392.0 $440K 0.13% $35.52 -5.1%
72 XLC SELECT SECTOR SPDR TR 3,923.0 $435K 0.12% -276.0 -6.6% $110.86 -4.0%
73 SCHG SCHWAB STRATEGIC TR 14,795.0 $431K 0.12% +85.0 +0.6% $29.13 +13.1%
74 FDEC FIRST TR EXCHNG TRADED FD VI 8,188.0 $407K 0.12% $49.72 +8.5%
75 FLGB FRANKLIN TEMPLETON ETF TR 11,566.0 $402K 0.12% +104.0 +0.9% $34.76 +0.7%
76 BR BROADRIDGE FINL SOLUTIONS IN Technology 2,466.0 $401K 0.11% -2K -38.3% $162.48 -14.7%
77 BINC BLACKROCK ETF TRUST II 7,637.0 $397K 0.11% -2K -24.5% $51.93 +0.9%
78 FTEC FIDELITY COVINGTON TRUST 1,870.0 $389K 0.11% $208.06 +31.7%
79 XLP SELECT SECTOR SPDR TR 4,711.0 $386K 0.11% +137.0 +3.0% $81.99 +3.2%
80 RING ISHARES INC 4,823.0 $381K 0.11% NEW $78.98 -16.7%
Page 4 of 6  ·  120 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%