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.
SWS Partners (CIK 1731731) reported $405.4M across 112 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($39.3M, 9.69%), SCHR ($17.9M, 4.42%), IJH ($15.8M, 3.89%), IDME ($13.5M, 3.32%), NVDA ($12.8M, 3.16%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $39.3M | 9.69% | 60,166 | Added |
| 2 | SCHR | SCHWAB STRATEGIC TR | $17.9M | 4.42% | 718,928 | Added |
| 3 | IJH | ISHARES TR | $15.8M | 3.89% | 233,495 | Trimmed |
| 4 | IDME | ETF SER SOLUTIONS | $13.5M | 3.32% | 546,125 | Added |
| 5 | NVDA | NVIDIA CORPORATION | $12.8M | 3.16% | 73,550 | Added |
| 6 | SPYD | SPDR SERIES TRUST | $11.0M | 2.72% | 242,031 | Trimmed |
| 7 | GOOGL | ALPHABET INC | $10.3M | 2.53% | 35,660 | Trimmed |
| 8 | OSCV | ETF SER SOLUTIONS | $9.1M | 2.25% | 231,124 | Trimmed |
| 9 | VMBS | VANGUARD SCOTTSDALE FDS | $8.5M | 2.09% | 180,898 | Added |
| 10 | GH | GUARDANT HEALTH INC | $7.3M | 1.81% | 79,481 | Added |
| 11 | SCHX | SCHWAB STRATEGIC TR | $7.1M | 1.76% | 278,445 | Trimmed |
| 12 | NTRA | NATERA INC | $5.9M | 1.45% | 29,420 | Added |
| 13 | GLW | CORNING INC | $5.8M | 1.43% | 42,553 | Trimmed |
| 14 | PFFD | GLOBAL X FDS | $5.8M | 1.43% | 314,551 | Added |
| 15 | CIEN | CIENA CORP | $5.8M | 1.43% | 14,966 | Trimmed |
| 16 | OKTA | OKTA INC | $5.7M | 1.40% | 72,189 | Added |
| 17 | VWO | VANGUARD INTL EQUITY INDEX F | $5.6M | 1.38% | 103,217 | Trimmed |
| 18 | MRVL | MARVELL TECHNOLOGY INC | $5.5M | 1.36% | 55,788 | Trimmed |
| 19 | PCT | PURECYCLE TECHNOLOGIES INC | $5.3M | 1.32% | 1.0M | Added |
| 20 | SQ | BLOCK INC | $5.3M | 1.30% | 87,668 | Added |
| 21 | DRSK | ETF SER SOLUTIONS | $5.2M | 1.29% | 191,133 | Added |
| 22 | SCHF | SCHWAB STRATEGIC TR | $4.9M | 1.20% | 197,283 | Trimmed |
| 23 | PM | PHILIP MORRIS INTL INC | $4.8M | 1.18% | 28,717 | Added |
| 24 | AMBA | AMBARELLA INC | $4.7M | 1.16% | 91,437 | Added |
| 25 | XLE | SELECT SECTOR SPDR TR | $4.6M | 1.14% | 75,456 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31