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 $178.7M across 102 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($15.4M, 8.61%), VXUS ($14.7M, 8.21%), CGDV ($11.7M, 6.56%), ABBV ($11.3M, 6.31%), EUSA ($8.5M, 4.77%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $15.4M | 8.61% | 47,953 | Added |
| 2 | VXUS | VANGUARD STAR FDS | $14.7M | 8.21% | 190,255 | Added |
| 3 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $11.7M | 6.56% | 275,527 | Added |
| 4 | ABBV | ABBVIE INC | $11.3M | 6.31% | 51,889 | Added |
| 5 | EUSA | ISHARES INC | $8.5M | 4.77% | 83,690 | Trimmed |
| 6 | CGDG | CAPITAL GROUP DIVIDEND GROWE | $8.0M | 4.47% | 222,399 | Added |
| 7 | BND | VANGUARD BD INDEX FDS | $8.0M | 4.45% | 108,009 | Added |
| 8 | CGGR | CAPITAL GROUP GROWTH ETF | $7.6M | 4.25% | 188,927 | Trimmed |
| 9 | CGMS | CAPITAL GRP FIXED INCM ETF T | $7.6M | 4.23% | 277,457 | Added |
| 10 | CGCP | CAPITAL GRP FIXED INCM ETF T | $7.2M | 4.03% | 322,053 | Added |
| 11 | AAPL | APPLE INC | $6.4M | 3.56% | 25,078 | Added |
| 12 | ABT | ABBOTT LABORATORIES | $5.3M | 2.95% | 51,431 | Added |
| 13 | XOM | EXXON MOBIL CORP | $4.6M | 2.60% | 27,402 | Added |
| 14 | CGIC | CAPITAL GROUP INTERNATIONAL | $4.5M | 2.51% | 135,598 | Added |
| 15 | MSFT | MICROSOFT CORP | $3.8M | 2.14% | 10,349 | Added |
| 16 | AMZN | AMAZON COM INC | $3.7M | 2.09% | 17,953 | Added |
| 17 | COWZ | PACER FDS TR | $2.7M | 1.51% | 43,053 | Trimmed |
| 18 | CGXU | CAPITAL GROUP INTL FOCUS EQT | $2.4M | 1.36% | 82,576 | Trimmed |
| 19 | GOOGL | ALPHABET INC | $1.7M | 0.94% | 5,867 | Added |
| 20 | AVGO | BROADCOM INC | $1.6M | 0.87% | 5,048 | Trimmed |
| 21 | PM | PHILIP MORRIS INTL INC | $1.4M | 0.78% | 8,430 | Added |
| 22 | IAU | ISHARES GOLD TR | $1.4M | 0.78% | 15,883 | Added |
| 23 | NVDA | NVIDIA CORPORATION | $1.3M | 0.72% | 7,364 | Trimmed |
| 24 | SLV | ISHARES SILVER TR | $1.2M | 0.68% | 17,731 | Added |
| 25 | GLD | SPDR GOLD TR | $1.2M | 0.66% | 2,743 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31