Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Swisher Financial Concepts, Inc. (CIK 1947503) reported $158.8M across 107 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VTI ($17.7M, 11.16%), VXUS ($16.1M, 10.14%), CGDV ($12.4M, 7.81%), ABBV ($11.2M, 7.08%), EUSA ($9.5M, 6.01%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $17.7M | 11.16% | 47,901 | Trimmed |
| 2 | VXUS | VANGUARD STAR FDS | $16.1M | 10.14% | 188,279 | Trimmed |
| 3 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $12.4M | 7.81% | 251,460 | Trimmed |
| 4 | ABBV | ABBVIE INC | $11.2M | 7.08% | 44,678 | Trimmed |
| 5 | EUSA | ISHARES INC | $9.5M | 6.01% | 83,605 | Trimmed |
| 6 | CGGR | CAPITAL GROUP GROWTH ETF | $8.5M | 5.38% | 180,904 | Trimmed |
| 7 | CGDG | CAPITAL GROUP DIVIDEND GROWE | $8.3M | 5.22% | 220,758 | Trimmed |
| 8 | BND | VANGUARD BD INDEX FDS | $8.1M | 5.08% | 109,922 | Added |
| 9 | CGMS | CAPITAL GRP FIXED INCM ETF T | $7.3M | 4.62% | 268,461 | Trimmed |
| 10 | CGCP | CAPITAL GRP FIXED INCM ETF T | $6.9M | 4.37% | 310,986 | Trimmed |
| 11 | CGIC | CAPITAL GROUP INTERNATIONAL | $5.0M | 3.13% | 136,445 | Added |
| 12 | ABT | ABBOTT LABORATORIES | $4.1M | 2.56% | 44,737 | Trimmed |
| 13 | AAPL | APPLE INC | $3.2M | 2.03% | 11,163 | Trimmed |
| 14 | XOM | EXXON MOBIL CORP | $2.9M | 1.84% | 21,312 | Trimmed |
| 15 | AMZN | AMAZON COM INC | $2.3M | 1.47% | 9,794 | Trimmed |
| 16 | MSFT | MICROSOFT CORP | $2.2M | 1.38% | 5,881 | Trimmed |
| 17 | COWZ | PACER FDS TR | $1.6M | 1.02% | 25,921 | Trimmed |
| 18 | CGXU | CAPITAL GROUP INTL FOCUS EQT | $1.6M | 1.01% | 46,460 | Trimmed |
| 19 | GOOGL | ALPHABET INC | $1.5M | 0.93% | 4,154 | Trimmed |
| 20 | GEV | GE VERNOVA INC | $1.2M | 0.78% | 1,052 | Trimmed |
| 21 | AVGO | BROADCOM INC | $1.2M | 0.78% | 3,259 | Trimmed |
| 22 | QQQ | INVESCO QQQ TR | $1.1M | 0.66% | 1,430 | Trimmed |
| 23 | LLY | ELI LILLY & CO | $931,957 | 0.59% | 777 | Trimmed |
| 24 | NVDA | NVIDIA CORPORATION | $937,050 | 0.59% | 4,683 | Trimmed |
| 25 | CNC | CENTENE CORP DEL | $922,025 | 0.58% | 14,364 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30