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.
SWMG, LLC (CIK 1839255) reported $350.2M across 119 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($65.0M, 18.57%), IVW ($24.4M, 6.97%), SPSB ($21.3M, 6.09%), IVE ($21.0M, 6.00%), IEMG ($20.6M, 5.88%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $65.0M | 18.57% | 99,556 | Added |
| 2 | IVW | ISHARES TR | $24.4M | 6.97% | 215,931 | Added |
| 3 | SPSB | SPDR SERIES TRUST | $21.3M | 6.09% | 709,019 | Added |
| 4 | IVE | ISHARES TR | $21.0M | 6.00% | 99,492 | Trimmed |
| 5 | IEMG | ISHARES INC | $20.6M | 5.88% | 295,192 | Trimmed |
| 6 | DYNF | BLACKROCK ETF TRUST | $17.4M | 4.98% | 299,752 | Trimmed |
| 7 | EFV | ISHARES TR | $14.6M | 4.18% | 196,969 | Trimmed |
| 8 | VTI | VANGUARD INDEX FDS | $11.3M | 3.23% | 35,219 | Added |
| 9 | EFG | ISHARES TR | $9.4M | 2.68% | 84,284 | New |
| 10 | IEFA | ISHARES TR | $9.2M | 2.62% | 101,308 | Trimmed |
| 11 | BAI | BLACKROCK ETF TRUST | $8.6M | 2.45% | 260,779 | Added |
| 12 | QUAL | ISHARES TR | $8.5M | 2.44% | 44,531 | Added |
| 13 | MTUM | ISHARES TR | $8.6M | 2.44% | 35,642 | Added |
| 14 | THRO | BLACKROCK ETF TRUST | $8.4M | 2.40% | 231,715 | Added |
| 15 | IXUS | ISHARES TR | $7.9M | 2.27% | 91,747 | Trimmed |
| 16 | IDEF | BLACKROCK ETF TRUST | $6.6M | 1.89% | 201,930 | New |
| 17 | BLCR | BLACKROCK ETF TRUST | $6.1M | 1.73% | 147,422 | New |
| 18 | IYW | ISHARES TR | $5.9M | 1.67% | 32,260 | Added |
| 19 | VEA | VANGUARD TAX-MANAGED FDS | $5.1M | 1.45% | 79,476 | Trimmed |
| 20 | IUSB | ISHARES TR | $4.8M | 1.37% | 103,610 | Trimmed |
| 21 | GOVT | ISHARES TR | $4.3M | 1.23% | 187,599 | Added |
| 22 | TLH | ISHARES TR | $3.5M | 1.01% | 35,208 | Added |
| 23 | MBB | ISHARES TR | $3.1M | 0.89% | 32,963 | Added |
| 24 | VLUE | ISHARES TR | $1.9M | 0.53% | 13,058 | New |
| 25 | AAPL | APPLE INC | $1.8M | 0.51% | 7,092 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31