SWP FINANCIAL LLC
SWP FINANCIAL LLC reported 78 positions worth $216.2M as of June 30, 2026 (13F filed July 24, 2026). Largest holding: IVV (16.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $35.3M | 16.35% | 47,201 | — | — | |
| ▸ 2 | VTV | SH | $16.8M | 7.77% | 77,089 | — | — | |
| ▸ 3 | VUG | SH | $15.7M | 7.26% | 182,247 | — | — | |
| ▸ 4 | IUSB | SH | $13.8M | 6.38% | 298,965 | — | — | |
| ▸ 5 | AAPL | SH | $10.4M | 4.83% | 36,072 | — | — | |
| ▸ 6 | DYNF | SH | $9.6M | 4.44% | 141,250 | — | — | |
| ▸ 7 | GOVT | SH | $8.7M | 4.01% | 380,597 | — | — | |
| ▸ 8 | CORO | SH | $6.0M | 2.77% | 163,833 | — | — | |
| ▸ 9 | VMBS | SH | $5.9M | 2.72% | 125,850 | — | — | |
| ▸ 10 | BRTR | SH | $5.8M | 2.70% | 116,173 | — | — |
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Frequently Asked Questions
What stocks does SWP FINANCIAL LLC hold as of Q2 2026?
SWP FINANCIAL LLC reported 78 positions worth $216.2M in its Q2 2026 13F filing. Largest positions: IVV (16.3%), VTV (7.8%), VUG (7.3%), IUSB (6.4%) and AAPL (4.8%).
What did SWP FINANCIAL LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did SWP FINANCIAL 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.