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Portfolio (Quarterly) Guide ↗

SWP FINANCIAL LLC

· CIK 0002014200
13F Portfolio $196M AUM 71 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 25 Added 25 Reduced 7 Exited
Page 2 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VEA VANGUARD TAX-MANAGED FDS 6,658.0 $427K 0.22% +296.0 +4.7% $64.08 +11.4%
22 HYG ISHARES TR 4,711.0 $375K 0.19% +2K +86.1% $79.56 +0.7%
23 SUSA ISHARES TR 2,671.0 $353K 0.18% +189.0 +7.6% $132.10 +15.2%
24 SHY ISHARES TR 3,886.0 $321K 0.16% +404.0 +11.6% $82.57 -0.4%
25 EAGG ISHARES TR 4,692.0 $223K 0.11% +263.0 +5.9% $47.55 -0.5%
Page 2 of 2  ·  25 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 60.4%
Communication Services 9.9%
Financial Services 8.2%
Utilities 8.2%
Healthcare 6.2%
Industrials 4.0%
Consumer Defensive 1.6%
Energy 1.2%
Consumer Cyclical 0.4%