StockDriftsStockDriftsTop 50 Swisher Financial Concepts, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 11.16% | 47.9K | $17.7M | -0.11%(-52) | $288.60(+32.84%) | 2026-06-30 | |
| VXUS | VANGUARD STAR FDS | 10.14% | 188.3K | $16.1M | -1.04%(-1.98K) | $63.65(+38.46%) | 2026-06-30 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 7.81% | 251.5K | $12.4M | -8.73%(-24.07K) | $32.10(+58.45%) | 2026-06-30 | |
| ABBV | ABBVIE INC | 7.08% | 44.7K | $11.2M | -13.90%(-7.21K) | $152.16(+63.92%) | 2026-06-30 | |
| EUSA | ISHARES INC | 6.01% | 83.6K | $9.5M | -0.10%(-85) | $92.54(+28.85%) | 2026-06-30 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 5.38% | 180.9K | $8.5M | -4.25%(-8.02K) | $36.70(+28.16%) | 2026-06-30 | |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | 5.22% | 220.8K | $8.3M | -0.74%(-1.64K) | $31.75(+22.64%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 5.08% | 109.9K | $8.1M | +1.77%(+1.91K) | $73.10(-1.16%) | 2026-06-30 | |
| CGMS | CAPITAL GRP FIXED INCM ETF T | 4.62% | 268.5K | $7.3M | -3.24%(-9.00K) | $27.11(+0.24%) | 2026-06-30 | |
| CGCP | CAPITAL GRP FIXED INCM ETF T | 4.37% | 311.0K | $6.9M | -3.44%(-11.07K) | $22.50(-2.28%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +36.65% |
| Top 20 Holdings Unweighted | — | — | — | — | +30.82% |
Swisher Financial Concepts, Inc. reports $158.76M in US-listed equity holdings across 107 positions in its most recent 13F filing. Its largest disclosed positions are VTI (11.2%), VXUS (10.1%) and CGDV (7.8%). The top 20 holdings account for 83.02% of reported assets. Its disclosed equity book has returned +36.65% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Swisher Financial Concepts, Inc., compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Swisher Financial Concepts, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1947503). View Swisher Financial Concepts, Inc.’s 13F filings on SEC