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Portfolio (Quarterly) Guide ↗

SWP FINANCIAL LLC

· CIK 0002014200
13F Portfolio $216M AUM 78 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 9 New 27 Added 31 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IALT BLACKROCK ETF TRUST 100,281.0 $2.8M 1.30% NEW $28.05 +4.1%
2 STIP ISHARES TR 13,116.0 $1.3M 0.62% NEW $102.16 -1.4%
3 EFG ISHARES TR 7,173.0 $892K 0.41% NEW $124.42 -1.3%
4 HPE HEWLETT PACKARD ENTERPRISE C Technology 7,127.0 $321K 0.15% NEW $45.11 +15.0%
5 GLW CORNING INC Technology 1,159.0 $296K 0.14% NEW $255.43 -43.6%
6 AMZN AMAZON COM INC Consumer Cyclical 1,132.0 $270K 0.12% NEW $238.34 +7.0%
7 ACWX ISHARES TR 3,097.0 $236K 0.11% NEW $76.12 +1.6%
8 VOT VANGUARD INDEX FDS 734.0 $225K 0.10% NEW $306.30 -3.3%
9 VOO VANGUARD INDEX FDS 312.0 $214K 0.10% NEW $686.81 +2.4%

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 65.7%
Communication Services 7.9%
Utilities 6.9%
Healthcare 6.6%
Financial Services 6.4%
Industrials 3.3%
Consumer Cyclical 1.7%
Consumer Defensive 1.4%