Swisher Financial Concepts, Inc.: 13F holdings
CIK 19475032026Q2
| Positions | 107 |
|---|
| Reported value | $158.8m |
|---|
| Filed | 2026-08-06 |
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Change since last quarter
| Positions | 107 (+5 vs prior quarter) |
|---|
| Reported value | $158.8m (-11.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VTI VANGUARD INDEX FDS | 47,901 | $17.7m | 11.2% |
| VXUS VANGUARD STAR FDS | 188,279 | $16.1m | 10.1% |
| CGDV CAPITAL GROUP DIVIDEND VALUE | 251,460 | $12.4m | 7.8% |
| ABBV ABBVIE INC | 44,678 | $11.2m | 7.1% |
| EUSA ISHARES INC | 83,605 | $9.5m | 6.0% |
| CGGR CAPITAL GROUP GROWTH ETF | 180,904 | $8.5m | 5.4% |
| CGDG CAPITAL GROUP DIVIDEND GROWE | 220,758 | $8.3m | 5.2% |
| BND VANGUARD BD INDEX FDS | 109,922 | $8.1m | 5.1% |
| CGMS CAPITAL GRP FIXED INCM ETF T | 268,461 | $7.3m | 4.6% |
| CGCP CAPITAL GRP FIXED INCM ETF T | 310,986 | $6.9m | 4.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1947503")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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