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.
SWP FINANCIAL LLC (CIK 2014200) reported $216.2M across 78 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($35.3M, 16.35%), VTV ($16.8M, 7.77%), VUG ($15.7M, 7.26%), IUSB ($13.8M, 6.38%), AAPL ($10.4M, 4.83%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $35.3M | 16.35% | 47,201 | Added |
| 2 | VTV | VANGUARD INDEX FDS | $16.8M | 7.77% | 77,089 | Trimmed |
| 3 | VUG | VANGUARD INDEX FDS | $15.7M | 7.26% | 182,247 | Added |
| 4 | IUSB | ISHARES TR | $13.8M | 6.38% | 298,965 | Added |
| 5 | AAPL | APPLE INC | $10.4M | 4.83% | 36,072 | Added |
| 6 | DYNF | BLACKROCK ETF TRUST | $9.6M | 4.44% | 141,250 | Trimmed |
| 7 | GOVT | ISHARES TR | $8.7M | 4.01% | 380,597 | Added |
| 8 | CORO | BLACKROCK ETF TRUST | $6.0M | 2.77% | 163,833 | Trimmed |
| 9 | VMBS | VANGUARD SCOTTSDALE FDS | $5.9M | 2.72% | 125,850 | Added |
| 10 | BRTR | BLACKROCK ETF TRUST II | $5.8M | 2.70% | 116,173 | Added |
| 11 | BAI | BLACKROCK ETF TRUST | $4.7M | 2.16% | 88,631 | Trimmed |
| 12 | IVW | ISHARES TR | $4.4M | 2.06% | 32,338 | Trimmed |
| 13 | VV | VANGUARD INDEX FDS | $4.2M | 1.93% | 12,132 | Trimmed |
| 14 | MTUM | ISHARES TR | $3.5M | 1.63% | 10,288 | Trimmed |
| 15 | IEFA | ISHARES TR | $3.4M | 1.58% | 35,460 | Trimmed |
| 16 | IJH | ISHARES TR | $3.3M | 1.54% | 43,278 | Trimmed |
| 17 | BLCR | BLACKROCK ETF TRUST | $3.3M | 1.54% | 66,175 | Trimmed |
| 18 | SHLD | GLOBAL X FDS | $3.3M | 1.52% | 55,023 | Added |
| 19 | TLH | ISHARES TR | $3.3M | 1.50% | 32,388 | Added |
| 20 | VO | VANGUARD INDEX FDS | $3.2M | 1.47% | 39,538 | Added |
| 21 | IVE | ISHARES TR | $3.1M | 1.42% | 13,548 | Hold |
| 22 | VEU | VANGUARD INTL EQUITY INDEX F | $2.9M | 1.34% | 34,529 | Trimmed |
| 23 | IALT | BLACKROCK ETF TRUST | $2.8M | 1.30% | 100,281 | New |
| 24 | VB | VANGUARD INDEX FDS | $2.8M | 1.30% | 9,300 | Trimmed |
| 25 | BNDX | VANGUARD CHARLOTTE FDS | $2.8M | 1.29% | 57,688 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30