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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 5 of 5  ·  100 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IJR ISHARES TR 2,180.0 $317K 0.07% -4K -63.8% $145.38 +1.0%
82 VOX VANGUARD WORLD FD 1,566.0 $299K 0.07% -21.0 -1.3% $191.02 -2.3%
83 VCIT VANGUARD SCOTTSDALE FDS 3,553.0 $290K 0.07% $81.70 -0.3%
84 SCHZ SCHWAB STRATEGIC TR 12,491.0 $286K 0.07% -574.0 -4.4% $22.91 -0.2%
85 IBM INTERNATIONAL BUSINESS MACHS Technology 1,303.0 $283K 0.07% +7.0 +0.5% $217.13 +9.9%
86 CATH GLOBAL X FDS 3,157.0 $283K 0.07% -68.0 -2.1% $89.56 +2.4%
87 AOA ISHARES TR 2,897.0 $281K 0.07% +207.0 +7.7% $97.10 +2.3%
88 IAI ISHARES TR 1,453.0 $281K 0.07% $193.51 +1.3%
89 LMUB ISHARES TR 5,484.0 $278K 0.07% +1K +23.9% $50.76 -2.6%
90 VYM VANGUARD WHITEHALL FDS 1,675.0 $268K 0.06% $160.18 +2.8%
91 XLI SELECT SECTOR SPDR TR 1,447.0 $261K 0.06% -34.0 -2.3% $180.45 -0.8%
92 CLH CLEAN HARBORS INC Industrials 853.0 $260K 0.06% -310.0 -26.7% $305.16 +2.2%
93 GOOGL ALPHABET INC Communication Services 710.0 $255K 0.06% NEW $359.60 -5.3%
94 INNOVATOR ETFS TRUST 8,495.0 $235K 0.06% NEW $27.66
95 HDV ISHARES TR 8,065.0 $223K 0.05% +6K +400.0% $27.64 +6.8%
96 PINNACLE FINL PARTNERS INC 2,123.0 $214K 0.05% -731.0 -25.6% $100.63
97 AGGY WISDOMTREE TR 4,726.0 $204K 0.05% -2K -27.7% $43.08 -0.7%
98 KEX KIRBY CORP Industrials 1,399.0 $203K 0.05% -492.0 -26.0% $145.04 -3.8%
99 VTEB VANGUARD MUN BD FDS 4,019.0 $202K 0.05% NEW $50.29 -1.5%
100 CION CION INVT CORP Financial Services 19,374.0 $124K 0.03% $6.42 +16.3%
Page 5 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%