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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 4 of 4  ·  78 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GLW CORNING INC Technology 1,159.0 $296K 0.14% NEW $255.43 -43.6%
62 VTI VANGUARD INDEX FDS 777.0 $288K 0.13% $370.04 +1.8%
63 BIV VANGUARD BD INDEX FDS 3,749.0 $288K 0.13% -3K -41.6% $76.69 -2.4%
64 BND VANGUARD BD INDEX FDS 3,912.0 $287K 0.13% -3K -41.8% $73.42 -2.2%
65 GD GENERAL DYNAMICS CORP Industrials 801.0 $284K 0.13% -92.0 -10.3% $354.24 +2.8%
66 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 302.0 $282K 0.13% +15.0 +5.2% $934.51 -0.6%
67 NFLX NETFLIX INC. Communication Services 3,852.0 $275K 0.13% +52.0 +1.4% $71.40 +15.9%
68 AMZN AMAZON COM INC Consumer Cyclical 1,132.0 $270K 0.12% NEW $238.34 +7.0%
69 IJJ ISHARES TR 1,728.0 $255K 0.12% $147.73 -0.6%
70 ORCL ORACLE CORP Technology 1,690.0 $248K 0.12% +53.0 +3.2% $146.55 -0.5%
71 SHY ISHARES TR 2,963.0 $243K 0.11% -923.0 -23.8% $82.11 -0.6%
72 ACWX ISHARES TR 3,097.0 $236K 0.11% NEW $76.12 +1.6%
73 IWM ISHARES TR 779.0 $234K 0.11% -31.0 -3.8% $300.46 -2.1%
74 WFC WELLS FARGO & CO Financial Services 2,802.0 $232K 0.11% +114.0 +4.2% $82.65 +8.0%
75 EAGG ISHARES TR 4,818.0 $228K 0.11% +126.0 +2.7% $47.41 -2.2%
76 VOT VANGUARD INDEX FDS 734.0 $225K 0.10% NEW $306.30 -3.3%
77 VOO VANGUARD INDEX FDS 312.0 $214K 0.10% NEW $686.81 +2.4%
78 QS QUANTUMSCAPE CORP Consumer Cyclical 10,000.0 $76K 0.04% $7.56 -27.9%
Page 4 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%