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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 2 of 2  ·  31 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ICVT ISHARES TR 7,551.0 $919K 0.42% -3K -25.7% $121.74 -7.3%
22 IGIB ISHARES TR 15,490.0 $824K 0.38% -3K -18.3% $53.17 -2.6%
23 EFV ISHARES TR 9,816.0 $751K 0.35% -32K -76.5% $76.55 +7.2%
24 AGG ISHARES TR 5,869.0 $581K 0.27% -210.0 -3.5% $98.98 -2.2%
25 VEA VANGUARD TAX-MANAGED FDS 6,458.0 $460K 0.21% -200.0 -3.0% $71.25 +1.9%
26 HYG ISHARES TR 4,057.0 $324K 0.15% -654.0 -13.9% $79.97 -1.1%
27 BIV VANGUARD BD INDEX FDS 3,749.0 $288K 0.13% -3K -41.6% $76.69 -2.4%
28 BND VANGUARD BD INDEX FDS 3,912.0 $287K 0.13% -3K -41.8% $73.42 -2.2%
29 GD GENERAL DYNAMICS CORP Industrials 801.0 $284K 0.13% -92.0 -10.3% $354.24 +2.8%
30 SHY ISHARES TR 2,963.0 $243K 0.11% -923.0 -23.8% $82.11 -0.6%
31 IWM ISHARES TR 779.0 $234K 0.11% -31.0 -3.8% $300.46 -2.1%
Page 2 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%