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Ground Swell Capital, LLC

Portfolio Manager
Ground Swell Capital, LLC
Performance
-5.74% (2026 Q1)
AUM (13F)
$50.68M
# of Holdings
122
Performance Rank
Allocation (Top 20)
70.06%

Ground Swell Capital, LLC Holdings Map

Top 50 Ground Swell Capital, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VOO
VANGUARD INDEX FDS
35.15%29.8K$17.8Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 29.8K shares
$605.36(+12.73%)
2026-03-31
QQQ
INVESCO QQQ TR
3.48%3.1K$1.8M
-93.89%(-46.94K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 50.0K shares2026-Q1: 3.1K shares
$606.10(+17.92%)
2026-03-31
PPH
VANECK ETF TRUST
3.17%15.4K$1.6Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 15.4K shares
$90.65(+12.65%)
2026-03-31
NVDA
NVIDIA CORPORATION
3.07%8.9K$1.6Mnew2025-Q1: 5.7K shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 8.9K shares
$76.39(+195.64%)
2026-03-31
AAPL
APPLE INC
3.01%6.0K$1.5M
+442.91%(+4.90K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 1.1K shares2026-Q1: 6.0K shares
$250.98(+19.08%)
2026-03-31
SOXX
ISHARES TR
2.11%3.3K$1.1Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 3.3K shares
$314.90(+67.76%)
2026-03-31
DUOL
DUOLINGO INC
1.94%10.0K$986Knew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 10.0K shares
$137.03(-23.39%)
2026-03-31
DIA
STATE STR SPDR DOW JONES IND
1.87%2.0K$949Knew2025-Q1: 744 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 2.0K shares
$454.02(+9.50%)
2026-03-31
TLT
ISHARES TR
1.72%10.1K$873K
-17.33%(-2.11K)
2025-Q1: 18.1K shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 12.2K shares2026-Q1: 10.1K shares
$98.04(-13.50%)
2026-03-31
EVRG
EVERGY INC
1.57%9.7K$798Knew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 9.7K shares
$77.20(+6.81%)
2026-03-31

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