Swisher Financial Concepts, Inc.
Swisher Financial Concepts, Inc. reported 107 positions worth $158.8M as of June 30, 2026 (13F filed August 6, 2026). Largest holding: VTI (11.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VTI | SH | $17.7M | 11.16% | 47,901 | — | — | |
| ▸ 2 | VXUS | SH | $16.1M | 10.14% | 188,279 | — | — | |
| ▸ 3 | CGDV | SH | $12.4M | 7.81% | 251,460 | — | — | |
| ▸ 4 | ABBV | SH | $11.2M | 7.08% | 44,678 | — | — | |
| ▸ 5 | EUSA | SH | $9.5M | 6.01% | 83,605 | — | — | |
| ▸ 6 | CGGR | SH | $8.5M | 5.38% | 180,904 | — | — | |
| ▸ 7 | CGDG | SH | $8.3M | 5.22% | 220,758 | — | — | |
| ▸ 8 | BND | SH | $8.1M | 5.08% | 109,922 | — | — | |
| ▸ 9 | CGMS | SH | $7.3M | 4.62% | 268,461 | — | — | |
| ▸ 10 | CGCP | SH | $6.9M | 4.37% | 310,986 | — | — |
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Frequently Asked Questions
What stocks does Swisher Financial Concepts, Inc. hold as of Q2 2026?
Swisher Financial Concepts, Inc. reported 107 positions worth $158.8M in its Q2 2026 13F filing. Largest positions: VTI (11.2%), VXUS (10.1%), CGDV (7.8%), ABBV (7.1%) and EUSA (6.0%).
What did Swisher Financial Concepts, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Swisher Financial Concepts, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.