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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 4  ·  78 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IVE ISHARES TR 13,548.0 $3.1M 1.42% $227.05 +4.3%
22 VEU VANGUARD INTL EQUITY INDEX F 34,529.0 $2.9M 1.34% -2K -5.9% $83.75 +1.6%
23 VB VANGUARD INDEX FDS 9,300.0 $2.8M 1.30% -71.0 -0.8% $303.12 -1.8%
24 IALT BLACKROCK ETF TRUST 100,281.0 $2.8M 1.30% NEW $28.05 +4.1%
25 BNDX VANGUARD CHARLOTTE FDS 57,688.0 $2.8M 1.29% -16K -21.8% $48.43 -2.4%
26 VWO VANGUARD INTL EQUITY INDEX F 46,545.0 $2.8M 1.28% -33K -41.4% $59.69 +1.8%
27 THRO BLACKROCK ETF TRUST 59,877.0 $2.6M 1.19% -50K -45.4% $43.11 +1.4%
28 BINC BLACKROCK ETF TRUST II 48,932.0 $2.6M 1.18% -13K -21.5% $52.34 -1.5%
29 IJR ISHARES TR 16,957.0 $2.5M 1.16% -603.0 -3.4% $148.31 -2.7%
30 SYSB ISHARES TR 27,169.0 $2.4M 1.11% +878.0 +3.3% $88.72 -2.3%
31 SRE SEMPRA Utilities 15,325.0 $1.4M 0.66% $92.71 -9.6%
32 STIP ISHARES TR 13,116.0 $1.3M 0.62% NEW $102.16 -1.4%
33 QUAL ISHARES TR 5,083.0 $1.1M 0.52% -20K -79.5% $219.42 +0.9%
34 VT VANGUARD INTL EQUITY INDEX F 6,991.0 $1.1M 0.51% -171.0 -2.4% $156.95 +2.0%
35 IGSB ISHARES TR 20,050.0 $1.1M 0.49% -4K -16.6% $52.41 -1.1%
36 ICVT ISHARES TR 7,551.0 $919K 0.42% -3K -25.7% $121.74 -7.3%
37 EFG ISHARES TR 7,173.0 $892K 0.41% NEW $124.42 -1.3%
38 BERKSHIRE HATHAWAY INC DEL 1,764.0 $882K 0.41% +103.0 +6.2% $500.27
39 META META PLATFORMS INC Communication Services 1,530.0 $862K 0.40% +85.0 +5.9% $563.37 +5.2%
40 QCOM QUALCOMM INC Technology 4,458.0 $824K 0.38% +33.0 +0.8% $184.80 -8.0%
Page 2 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%