SWP FINANCIAL LLC: 13F holdings
CIK 20142002026Q2
| Positions | 78 |
|---|
| Reported value | $216.2m |
|---|
| Filed | 2026-07-24 |
|---|
Change since last quarter
| Positions | 78 (+7 vs prior quarter) |
|---|
| Reported value | $216.2m (+10.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 47,201 | $35.3m | 16.3% |
| VTV VANGUARD INDEX FDS | 77,089 | $16.8m | 7.8% |
| VUG VANGUARD INDEX FDS | 182,247 | $15.7m | 7.3% |
| IUSB ISHARES TR | 298,965 | $13.8m | 6.4% |
| AAPL APPLE INC | 36,072 | $10.4m | 4.8% |
| DYNF BLACKROCK ETF TRUST | 141,250 | $9.6m | 4.4% |
| GOVT ISHARES TR | 380,597 | $8.7m | 4.0% |
| CORO BLACKROCK ETF TRUST | 163,833 | $6.0m | 2.8% |
| VMBS VANGUARD SCOTTSDALE FDS | 125,850 | $5.9m | 2.7% |
| BRTR BLACKROCK ETF TRUST II | 116,173 | $5.8m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2014200")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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