Portfolio (Quarterly) Guide ↗

Swisher Financial Concepts, Inc.

· CIK 0001947503

13F Portfolio $179M AUM 102 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 9 New 37 Added 31 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	TDVG	T ROWE PRICE ETF INC	—	5,408	$243K	0.14%	SOLD
2	IBIT	ISHARES BITCOIN TRUST ETF	Financial Services	4,525	$225K	0.13%	SOLD
3	ACN	ACCENTURE PLC IRELAND	Technology	762	$204K	0.12%	SOLD
4	—	AGILON HEALTH INC	—	32,550	$22K	0.01%	SOLD

Sector Allocation

Healthcare 30.8%

Technology 23.6%

Financial Services 10.4%

Consumer Defensive 8.3%

Energy 7.3%

Consumer Cyclical 6.7%

Industrials 5.6%

Communication Services 4.3%

Utilities 3.0%