SWMG, LLC: 13F holdings
CIK 18392552026Q2
| Positions | 100 |
|---|
| Reported value | $424.5m |
|---|
| Filed | 2026-07-15 |
|---|
Change since last quarter
| Positions | 100 (-20 vs prior quarter) |
|---|
| Reported value | $424.5m (+21.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 151,003 | $114.0m | 26.9% |
| IWF ISHARES TR | 252,257 | $34.8m | 8.2% |
| SPSB SPDR SERIES TRUST | 802,312 | $24.0m | 5.7% |
| DYNF BLACKROCK ETF TRUST | 337,488 | $23.0m | 5.4% |
| IVE ISHARES TR | 88,953 | $20.5m | 4.8% |
| IEMG ISHARES INC | 241,823 | $19.3m | 4.5% |
| VTI VANGUARD INDEX FDS | 32,787 | $12.2m | 2.9% |
| EFG ISHARES TR | 99,544 | $12.1m | 2.8% |
| IEFA ISHARES TR | 116,366 | $11.3m | 2.7% |
| IYW ISHARES TR | 43,987 | $10.9m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1839255")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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