StockDriftsStockDriftsTop 50 Swmg LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 26.8% | 159.5K | $122.4M | +5.60%(+8.46K) | $551.52(+38.55%) | 2026-09-30 | |
| IVW | ISHARES TR | 8.02% | 266.8K | $36.6M | +5.76%(+14.54K) | $101.77(+34.36%) | 2026-09-30 | |
| IBTH | ISHARES TR | 6.93% | 1.42M | $31.6M | new | $22.34(-0.06%) | 2026-09-30 | |
| DYNF | BLACKROCK ETF TRUST | 5.14% | 343.1K | $23.5M | +1.65%(+5.57K) | $50.21(+35.54%) | 2026-09-30 | |
| IVE | ISHARES TR | 4.77% | 91.0K | $21.8M | +2.36%(+2.10K) | $195.92(+21.60%) | 2026-09-30 | |
| CORO | BLACKROCK ETF TRUST | 3.36% | 434.8K | $15.4M | +74.78%(+186.03K) | $34.98(+0.80%) | 2026-09-30 | |
| IEMG | ISHARES INC | 3.2% | 193.5K | $14.6M | -19.97%(-48.28K) | $56.64(+33.61%) | 2026-09-30 | |
| IEFA | ISHARES TR | 3.01% | 143.0K | $13.7M | +22.87%(+26.61K) | $78.30(+22.15%) | 2026-09-30 | |
| VTI | VANGUARD INDEX FDS | 2.64% | 32.2K | $12.1M | -1.74%(-571) | $233.10(+60.20%) | 2026-09-30 | |
| ACWX | ISHARES TR | 2.55% | 157.8K | $11.6M | new | $75.87(-3.20%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.00% | +64.30% | +12.53% | +80.43% |
| Top 20 Holdings Unweighted | +16.55% | +58.31% | +11.41% | +71.65% |
Swmg LLC reports $456.64M in US-listed equity holdings across 118 positions in its most recent 13F filing. Its largest disclosed positions are IVV (26.8%), IVW (8.0%) and IBTH (6.9%). The top 20 holdings account for 84.76% of reported assets. Its disclosed equity book has returned +64.30% on a three-year cumulative basis. Figures reflect the Q3 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 Swmg LLC, compare funds side by side, and get alerts the moment positions change.
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