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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
Page 1 of 2  ·  31 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VTV VANGUARD INDEX FDS 77,089.0 $16.8M 7.77% -18K -18.6% $217.93 +3.4%
2 DYNF BLACKROCK ETF TRUST 141,250.0 $9.6M 4.44% -3K -2.2% $68.01 +2.0%
3 BLACKROCK ETF TRUST 163,833.0 $6.0M 2.77% -4K -2.5% $36.60
4 BAI BLACKROCK ETF TRUST 88,631.0 $4.7M 2.16% -27K -23.2% $52.72 -18.6%
5 IVW ISHARES TR 32,338.0 $4.4M 2.06% -1K -3.6% $137.53 +1.0%
6 VV VANGUARD INDEX FDS 12,132.0 $4.2M 1.93% -600.0 -4.7% $343.92 +2.4%
7 MTUM ISHARES TR 10,288.0 $3.5M 1.63% -5K -32.7% $342.84 -13.4%
8 IEFA ISHARES TR 35,460.0 $3.4M 1.58% -4K -10.8% $96.58 +3.4%
9 IJH ISHARES TR 43,278.0 $3.3M 1.54% -735.0 -1.7% $77.11 -2.6%
10 BLCR BLACKROCK ETF TRUST 66,175.0 $3.3M 1.54% -6K -7.8% $50.37 -2.2%
11 VEU VANGUARD INTL EQUITY INDEX F 34,529.0 $2.9M 1.34% -2K -5.9% $83.75 +1.6%
12 VB VANGUARD INDEX FDS 9,300.0 $2.8M 1.30% -71.0 -0.8% $303.12 -1.8%
13 BNDX VANGUARD CHARLOTTE FDS 57,688.0 $2.8M 1.29% -16K -21.8% $48.43 -2.4%
14 VWO VANGUARD INTL EQUITY INDEX F 46,545.0 $2.8M 1.28% -33K -41.4% $59.69 +1.8%
15 THRO BLACKROCK ETF TRUST 59,877.0 $2.6M 1.19% -50K -45.4% $43.11 +1.4%
16 BINC BLACKROCK ETF TRUST II 48,932.0 $2.6M 1.18% -13K -21.5% $52.34 -1.5%
17 IJR ISHARES TR 16,957.0 $2.5M 1.16% -603.0 -3.4% $148.31 -2.7%
18 QUAL ISHARES TR 5,083.0 $1.1M 0.52% -20K -79.5% $219.42 +0.9%
19 VT VANGUARD INTL EQUITY INDEX F 6,991.0 $1.1M 0.51% -171.0 -2.4% $156.95 +2.0%
20 IGSB ISHARES TR 20,050.0 $1.1M 0.49% -4K -16.6% $52.41 -1.1%
Page 1 of 2  ·  31 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 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%