SWMG, LLC
SWMG, LLC reported 100 positions worth $424.5M as of June 30, 2026 (13F filed July 15, 2026). Largest holding: IVV (26.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $114.0M | 26.86% | 151,003 | — | — | |
| ▸ 2 | IVW | SH | $34.8M | 8.19% | 252,257 | — | — | |
| ▸ 3 | SPSB | SH | $24.0M | 5.65% | 802,312 | — | — | |
| ▸ 4 | DYNF | SH | $23.0M | 5.41% | 337,488 | — | — | |
| ▸ 5 | IVE | SH | $20.5M | 4.82% | 88,953 | — | — | |
| ▸ 6 | IEMG | SH | $19.3M | 4.54% | 241,823 | — | — | |
| ▸ 7 | VTI | SH | $12.2M | 2.87% | 32,787 | — | — | |
| ▸ 8 | EFG | SH | $12.1M | 2.85% | 99,544 | — | — | |
| ▸ 9 | IEFA | SH | $11.3M | 2.66% | 116,366 | — | — | |
| ▸ 10 | IYW | SH | $10.9M | 2.57% | 43,987 | — | — |
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Frequently Asked Questions
What stocks does SWMG, LLC hold as of Q2 2026?
SWMG, LLC reported 100 positions worth $424.5M in its Q2 2026 13F filing. Largest positions: IVV (26.9%), IVW (8.2%), SPSB (5.7%), DYNF (5.4%) and IVE (4.8%).
What did SWMG, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did SWMG, LLC 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.