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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 4  ·  78 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 47,201.0 $35.3M 16.35% +17K +55.6% $748.89 +2.7%
2 VTV VANGUARD INDEX FDS 77,089.0 $16.8M 7.77% -18K -18.6% $217.93 +3.4%
3 VUG VANGUARD INDEX FDS 182,247.0 $15.7M 7.26% +150K +463.7% $86.14 +1.7%
4 IUSB ISHARES TR 298,965.0 $13.8M 6.38% $46.15 -2.1%
5 AAPL APPLE INC Technology 36,072.0 $10.4M 4.83% +563.0 +1.6% $289.36 +12.3%
6 DYNF BLACKROCK ETF TRUST 141,250.0 $9.6M 4.44% -3K -2.2% $68.01 +2.0%
7 GOVT ISHARES TR 380,597.0 $8.7M 4.01% +24K +6.6% $22.78 -2.0%
8 BLACKROCK ETF TRUST 163,833.0 $6.0M 2.77% -4K -2.5% $36.60
9 VMBS VANGUARD SCOTTSDALE FDS 125,850.0 $5.9M 2.73% +9K +8.0% $46.81 -2.1%
10 BRTR BLACKROCK ETF TRUST II 116,173.0 $5.8M 2.70% +11K +9.9% $50.32 -2.4%
11 BAI BLACKROCK ETF TRUST 88,631.0 $4.7M 2.16% -27K -23.2% $52.72 -18.6%
12 IVW ISHARES TR 32,338.0 $4.4M 2.06% -1K -3.6% $137.53 +1.0%
13 VV VANGUARD INDEX FDS 12,132.0 $4.2M 1.93% -600.0 -4.7% $343.92 +2.4%
14 MTUM ISHARES TR 10,288.0 $3.5M 1.63% -5K -32.7% $342.84 -13.4%
15 IEFA ISHARES TR 35,460.0 $3.4M 1.58% -4K -10.8% $96.58 +3.4%
16 IJH ISHARES TR 43,278.0 $3.3M 1.54% -735.0 -1.7% $77.11 -2.6%
17 BLCR BLACKROCK ETF TRUST 66,175.0 $3.3M 1.54% -6K -7.8% $50.37 -2.2%
18 SHLD GLOBAL X FDS 55,023.0 $3.3M 1.52% +10K +22.6% $59.71 +5.7%
19 TLH ISHARES TR 32,388.0 $3.3M 1.50% +2K +7.6% $100.35 -4.0%
20 VO VANGUARD INDEX FDS 39,538.0 $3.2M 1.47% +29K +291.2% $80.57 +1.3%
Page 1 of 4  ·  78 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%