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Portfolio (Quarterly) Guide ↗

SWMG, LLC

· CIK 0001839255
13F Portfolio $360M AUM 120 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 120 New
Page 1 of 6  ·  120 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 86,010.0 $59.7M 16.57% NEW $693.78 +5.6%
2 IVE ISHARES TR 109,044.0 $24.2M 6.72% NEW $222.07 +2.0%
3 IVW ISHARES TR 199,018.0 $24.1M 6.70% NEW $121.22 +9.4%
4 IEMG ISHARES INC 327,412.0 $24.1M 6.70% NEW $73.67 +10.3%
5 DYNF BLACKROCK ETF TRUST 347,861.0 $21.4M 5.95% NEW $61.57 +7.5%
6 SPSB SPDR SERIES TRUST 675,184.0 $20.4M 5.67% NEW $30.24 -0.7%
7 OEF ISHARES TR 45,253.0 $15.5M 4.29% NEW $341.61 +4.7%
8 EFV ISHARES TR 197,137.0 $15.3M 4.26% NEW $77.84 -2.2%
9 IEFA ISHARES TR 108,900.0 $10.4M 2.89% NEW $95.66 -0.2%
10 VTI VANGUARD INDEX FDS 29,820.0 $10.2M 2.82% NEW $340.96 +6.3%
11 QUAL ISHARES TR 42,980.0 $8.8M 2.43% NEW $203.64 +4.9%
12 MTUM ISHARES TR 34,121.0 $8.6M 2.40% NEW $253.49 +28.5%
13 IXUS ISHARES TR 94,259.0 $8.6M 2.38% NEW $90.93 +3.7%
14 BAI BLACKROCK ETF TRUST 247,031.0 $8.5M 2.36% NEW $34.40 +42.8%
15 THRO BLACKROCK ETF TRUST 219,212.0 $8.5M 2.36% NEW $38.72 +8.3%
16 IYW ISHARES TR 29,590.0 $5.7M 1.59% NEW $193.49 +23.8%
17 ITA ISHARES TR 23,118.0 $5.4M 1.50% NEW $233.93 +1.2%
18 VEA VANGUARD TAX-MANAGED FDS 79,966.0 $5.4M 1.50% NEW $67.37 +4.7%
19 IUSB ISHARES TR 107,721.0 $5.0M 1.40% NEW $46.67 -0.8%
20 TLH ISHARES TR 31,997.0 $3.3M 0.91% NEW $101.89 -0.6%
Page 1 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 26.7%
Industrials 20.8%
Financial Services 18.6%
Consumer Cyclical 14.4%
Healthcare 13.7%
Basic Materials 3.3%
Communication Services 2.6%