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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 4 of 5  ·  100 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 FTEC FIDELITY COVINGTON TRUST 1,766.0 $494K 0.12% -104.0 -5.6% $279.75 +3.1%
62 EPS WISDOMTREE TR 6,235.0 $491K 0.12% -634.0 -9.2% $78.70 +2.8%
63 SMMU PIMCO ETF TR 9,364.0 $471K 0.11% -963.0 -9.3% $50.35 -0.1%
64 WMT WALMART INC Consumer Defensive 4,088.0 $465K 0.11% $113.71 -9.5%
65 FIDELITY COVINGTON TRUST 6,003.0 $463K 0.11% +2K +52.8% $77.16
66 INTC INTEL CORP Technology 4,276.0 $461K 0.11% -268.0 -5.9% $107.77 -15.8%
67 XLC SELECT SECTOR SPDR TR 4,105.0 $458K 0.11% +182.0 +4.6% $111.45 +0.4%
68 VFH VANGUARD WORLD FD 3,315.0 $456K 0.11% NEW $137.61 +3.2%
69 SCHH SCHWAB STRATEGIC TR 18,849.0 $453K 0.11% +9K +82.5% $24.03 -0.3%
70 FDEC FIRST TR EXCHNG TRADED FD VI 8,188.0 $448K 0.11% $54.77 +1.9%
71 LMT LOCKHEED MARTIN CORP Industrials 836.0 $431K 0.10% $514.99 +9.5%
72 RING ISHARES INC 6,561.0 $422K 0.10% +2K +36.0% $64.29 +41.6%
73 ILF ISHARES TR 11,894.0 $413K 0.10% -498.0 -4.0% $34.71 +0.6%
74 XLP SELECT SECTOR SPDR TR 4,750.0 $396K 0.09% +39.0 +0.8% $83.43 +2.8%
75 MCHI ISHARES TR 7,342.0 $391K 0.09% +3K +90.1% $53.23 +3.1%
76 VCRB VANGUARD MALVERN FDS 4,931.0 $377K 0.09% +318.0 +6.9% $76.40 -0.1%
77 DGRW WISDOMTREE TR 3,884.0 $374K 0.09% -382.0 -8.9% $96.26 +3.4%
78 XLY SELECT SECTOR SPDR TR 3,076.0 $357K 0.08% +305.0 +11.0% $115.90 +0.4%
79 XLV SELECT SECTOR SPDR TR 2,112.0 $334K 0.08% -39.0 -1.8% $158.29 +9.1%
80 FLGB FRANKLIN TEMPLETON ETF TR 8,977.0 $320K 0.07% -3K -22.4% $35.61 +5.1%
Page 4 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%