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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 4 of 4  ·  71 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SPY STATE STR SPDR S&P 500 ETF T Financial Services 418.0 $272K 0.14% NEW $650.34 +15.4%
62 VGT VANGUARD WORLD FD 375.0 $262K 0.13% -22.0 -5.5% $697.72 -83.2%
63 GOOG ALPHABET INC Communication Services 878.0 $252K 0.13% $286.86 +34.2%
64 VTI VANGUARD INDEX FDS 777.0 $249K 0.13% -177.0 -18.6% $320.81 +15.1%
65 ORCL ORACLE CORP Technology 1,637.0 $241K 0.12% $147.11 +29.8%
66 IJJ ISHARES TR 1,728.0 $229K 0.12% $132.50 +7.4%
67 EAGG ISHARES TR 4,692.0 $223K 0.11% +263.0 +5.9% $47.55 -0.5%
68 WFC WELLS FARGO & CO Financial Services 2,688.0 $214K 0.11% $79.61 -2.6%
69 XOM EXXON MOBIL CORP Energy 1,244.0 $211K 0.11% NEW $169.63 -11.7%
70 IWM ISHARES TR 810.0 $201K 0.10% NEW $248.00 +17.1%
71 QS QUANTUMSCAPE CORP Consumer Cyclical 10,000.0 $64K 0.03% $6.38 +42.8%
Page 4 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%