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 $196.1M across 71 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($19.8M, 10.11%), VTV ($18.6M, 9.48%), VUG ($14.1M, 7.20%), IUSB ($13.8M, 7.02%), AAPL ($9.0M, 4.60%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $19.8M | 10.11% | 30,335 | Added |
| 2 | VTV | VANGUARD INDEX FDS | $18.6M | 9.48% | 94,703 | Trimmed |
| 3 | VUG | VANGUARD INDEX FDS | $14.1M | 7.20% | 32,328 | Added |
| 4 | IUSB | ISHARES TR | $13.8M | 7.02% | 297,936 | Added |
| 5 | AAPL | APPLE INC | $9.0M | 4.60% | 35,509 | Trimmed |
| 6 | DYNF | BLACKROCK ETF TRUST | $8.4M | 4.29% | 144,443 | Trimmed |
| 7 | GOVT | ISHARES TR | $8.2M | 4.17% | 357,087 | Added |
| 8 | VMBS | VANGUARD SCOTTSDALE FDS | $5.5M | 2.79% | 116,533 | Added |
| 9 | CORO | BLACKROCK ETF TRUST | $5.4M | 2.75% | 168,007 | New |
| 10 | BRTR | BLACKROCK ETF TRUST II | $5.3M | 2.70% | 105,660 | Added |
| 11 | QUAL | ISHARES TR | $4.8M | 2.43% | 24,846 | Added |
| 12 | VWO | VANGUARD INTL EQUITY INDEX F | $4.3M | 2.19% | 79,473 | Trimmed |
| 13 | THRO | BLACKROCK ETF TRUST | $4.0M | 2.03% | 109,632 | Added |
| 14 | BAI | BLACKROCK ETF TRUST | $3.8M | 1.94% | 115,368 | Trimmed |
| 15 | VV | VANGUARD INDEX FDS | $3.8M | 1.94% | 12,732 | Trimmed |
| 16 | IVW | ISHARES TR | $3.8M | 1.94% | 33,549 | Trimmed |
| 17 | MTUM | ISHARES TR | $3.7M | 1.87% | 15,283 | Added |
| 18 | IEFA | ISHARES TR | $3.6M | 1.84% | 39,752 | Added |
| 19 | BNDX | VANGUARD CHARLOTTE FDS | $3.5M | 1.81% | 73,806 | Added |
| 20 | BINC | BLACKROCK ETF TRUST II | $3.2M | 1.65% | 62,340 | Trimmed |
| 21 | SHLD | GLOBAL X FDS | $3.2M | 1.62% | 44,884 | Added |
| 22 | EFV | ISHARES TR | $3.1M | 1.58% | 41,734 | Added |
| 23 | TLH | ISHARES TR | $3.0M | 1.55% | 30,094 | Trimmed |
| 24 | IJH | ISHARES TR | $3.0M | 1.52% | 44,013 | Added |
| 25 | BLCR | BLACKROCK ETF TRUST | $2.9M | 1.50% | 71,765 | New |
Source: SEC Form 13F filings · as of 2026-03-31