StockDriftsStockDriftsTop 50 Swmg LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 26.86% | 151.0K | $114.0M | +51.68%(+51.45K) | $539.99(+44.25%) | 2026-06-30 | |
| IVW | ISHARES TR | 8.19% | 252.3K | $34.8M | +16.82%(+36.33K) | $99.57(+42.23%) | 2026-06-30 | |
| SPSB | SPDR SERIES TRUST | 5.65% | 802.3K | $24.0M | +13.16%(+93.29K) | $29.89(+0.21%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 5.41% | 337.5K | $23.0M | +12.59%(+37.74K) | $49.90(+40.60%) | 2026-06-30 | |
| IVE | ISHARES TR | 4.82% | 89.0K | $20.5M | -10.59%(-10.54K) | $195.17(+21.50%) | 2026-06-30 | |
| IEMG | ISHARES INC | 4.54% | 241.8K | $19.3M | -18.08%(-53.37K) | $56.64(+45.89%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 2.87% | 32.8K | $12.2M | -6.91%(-2.43K) | $233.10(+64.47%) | 2026-06-30 | |
| EFG | ISHARES TR | 2.85% | 99.5K | $12.1M | +18.11%(+15.26K) | $111.46(+13.72%) | 2026-06-30 | |
| IEFA | ISHARES TR | 2.66% | 116.4K | $11.3M | +14.86%(+15.06K) | $74.08(+36.77%) | 2026-06-30 | |
| IYW | ISHARES TR | 2.57% | 44.0K | $10.9M | +36.35%(+11.73K) | $153.88(+62.60%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.45% | +57.90% | +13.70% | +90.06% |
| Top 20 Holdings Unweighted | +15.23% | +52.99% | +12.75% | +82.21% |
Swmg LLC reports $424.46M in US-listed equity holdings across 100 positions in its most recent 13F filing. Its largest disclosed positions are IVV (26.9%), IVW (8.2%) and SPSB (5.7%). The top 20 holdings account for 85.59% of reported assets. Its disclosed equity book has returned +57.90% on a three-year cumulative basis. 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.
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Holdings on this page are parsed from Swmg LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1839255). View Swmg LLC’s 13F filings on SEC