SWS Partners: 13F holdings
CIK 17317312026Q2
| Positions | 108 |
|---|
| Reported value | $463.0m |
|---|
| Filed | 2026-08-03 |
|---|
Change since last quarter
| Positions | 108 (-4 vs prior quarter) |
|---|
| Reported value | $463.0m (+14.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 54,398 | $40.7m | 8.8% |
| SCHR SCHWAB STRATEGIC TR | 736,384 | $18.2m | 3.9% |
| NVDA NVIDIA CORPORATION | 83,644 | $16.7m | 3.6% |
| IJH ISHARES TR | 211,840 | $16.3m | 3.5% |
| IDUB ETF SER SOLUTIONS | 535,902 | $14.7m | 3.2% |
| MU MICRON TECHNOLOGY INC | 10,444 | $12.1m | 2.6% |
| PCT PURECYCLE TECHNOLOGIES INC | 1,434,924 | $11.6m | 2.5% |
| AMBARELLA INC | 132,050 | $11.3m | 2.4% |
| GH GUARDANT HEALTH INC | 74,582 | $11.2m | 2.4% |
| GOOGL ALPHABET INC | 28,144 | $10.1m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1731731")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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