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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 4  ·  71 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SHLD GLOBAL X FDS 44,884.0 $3.2M 1.62% +11K +32.7% $70.84 -7.5%
22 EFV ISHARES TR 41,734.0 $3.1M 1.58% +20K +91.2% $74.35 +6.4%
23 TLH ISHARES TR 30,094.0 $3.0M 1.55% -3K -9.2% $100.72 -1.3%
24 IJH ISHARES TR 44,013.0 $3.0M 1.52% +639.0 +1.5% $67.53 +10.1%
25 BLCR BLACKROCK ETF TRUST 71,765.0 $2.9M 1.50% NEW $41.06 +23.2%
26 VO VANGUARD INDEX FDS 10,106.0 $2.9M 1.48% $287.18 -72.7%
27 IVE ISHARES TR 13,548.0 $2.9M 1.46% -454.0 -3.2% $211.14 +8.0%
28 VEU VANGUARD INTL EQUITY INDEX F 36,686.0 $2.8M 1.41% -2K -5.0% $75.10 +11.6%
29 VB VANGUARD INDEX FDS 9,371.0 $2.5M 1.25% -321.0 -3.3% $261.92 +11.7%
30 SYSB ISHARES TR 26,291.0 $2.3M 1.19% +2K +6.8% $89.00 -0.5%
31 IJR ISHARES TR 17,560.0 $2.2M 1.11% +352.0 +2.0% $124.31 +12.3%
32 SRE SEMPRA Utilities 15,313.0 $1.5M 0.76% $97.17 -6.1%
33 IGSB ISHARES TR 24,038.0 $1.3M 0.64% +6K +35.3% $52.56 -0.2%
34 ICVT ISHARES TR 10,165.0 $1.0M 0.53% -8K -43.7% $101.79 +17.8%
35 IGIB ISHARES TR 18,970.0 $1.0M 0.52% -236.0 -1.2% $53.22 -0.2%
36 VT VANGUARD INTL EQUITY INDEX F 7,162.0 $991K 0.51% -146.0 -2.0% $138.32 +13.6%
37 META META PLATFORMS INC Communication Services 1,445.0 $827K 0.42% $572.22 +11.0%
38 BERKSHIRE HATHAWAY INC DEL 1,661.0 $796K 0.41% +262.0 +18.7% $479.08
39 IAU ISHARES GOLD TR Financial Services 8,059.0 $710K 0.36% -20K -71.4% $88.16 -5.0%
40 AGG ISHARES TR 6,079.0 $603K 0.31% +3K +106.0% $99.27 -0.5%
Page 2 of 4  ·  71 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%