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Portfolio (Quarterly) Guide ↗

Swisher Financial Concepts, Inc.

· CIK 0001947503
13F Portfolio $159M AUM 107 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 10 New 8 Added 84 Reduced 5 Exited
Page 4 of 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VOO VANGUARD INDEX FDS 362.0 $248K 0.16% -303.0 -45.6% $685.93 +3.1%
62 MGK VANGUARD WORLD FD 2,792.0 $245K 0.15% +2K +258.4% $87.91 +2.5%
63 IVW ISHARES TR 1,738.0 $239K 0.15% -2K -46.4% $137.55 +1.8%
64 GLW CORNING INC Technology 890.0 $227K 0.14% -651.0 -42.2% $255.43 -41.7%
65 SOXX ISHARES TR 348.0 $223K 0.14% -382.0 -52.3% $641.03 -20.7%
66 VGK VANGUARD INTL EQUITY INDEX F 2,404.0 $213K 0.13% NEW $88.54 +3.9%
67 GIS GENERAL MILLS INC Consumer Defensive 6,100.0 $212K 0.13% -375.0 -5.8% $34.80 +19.4%
68 CGUS CAPITAL GROUP CORE EQUITY ET 4,683.0 $208K 0.13% -4K -47.6% $44.48 +1.9%
69 SCHF SCHWAB STRATEGIC TR 7,257.0 $201K 0.13% NEW $27.70 +2.2%
70 AMAT APPLIED MATLS INC Technology 258.0 $187K 0.12% NEW $723.00 -36.1%
71 IYJ ISHARES TR 1,092.0 $182K 0.12% -2K -68.1% $166.65 -2.3%
72 XSVM INVESCO EXCHANGE TRADED FD T 2,598.0 $181K 0.11% -1K -30.7% $69.59 +0.1%
73 EMXC ISHARES INC 1,765.0 $181K 0.11% -7K -80.4% $102.30 -4.1%
74 BLES NORTHERN LTS FD TR IV 3,740.0 $178K 0.11% -900.0 -19.4% $47.69 +4.9%
75 QQQM INVESCO EXCH TRADED FD TR II 523.0 $158K 0.10% -371.0 -41.5% $302.97 -2.6%
76 NEE NEXTERA ENERGY INC Utilities 1,765.0 $155K 0.10% -3K -62.7% $87.77 -6.8%
77 PAVE GLOBAL X FDS 2,504.0 $148K 0.09% NEW $58.92 -6.1%
78 CMI CUMMINS INC Industrials 205.0 $146K 0.09% -392.0 -65.7% $711.63 -20.6%
79 DBEF DBX ETF TR 2,625.0 $143K 0.09% -9K -77.3% $54.63 +2.4%
80 ITA ISHARES TR 571.0 $138K 0.09% -910.0 -61.4% $242.45 -4.0%
Page 4 of 6  ·  107 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
Healthcare 40.2%
Technology 22.3%
Financial Services 9.8%
Energy 6.6%
Consumer Cyclical 5.9%
Industrials 5.0%
Communication Services 3.4%
Utilities 3.4%
Consumer Defensive 3.1%
Basic Materials 0.2%