StockDriftsStockDriftsTop 50 Swp Financial LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 16.35% | 47.2K | $35.3M | +55.60%(+16.87K) | $570.79(+36.19%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 7.77% | 77.1K | $16.8M | -18.60%(-17.61K) | $161.17(+40.11%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 7.26% | 182.2K | $15.7M | -6.04%(-11.72K) | $55.89(+59.36%) | 2026-06-30 | |
| IUSB | ISHARES TR | 6.38% | 299.0K | $13.8M | +0.35%(+1.03K) | $45.85(-0.87%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.83% | 36.1K | $10.4M | +1.59%(+563) | $183.32(+67.29%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 4.44% | 141.3K | $9.6M | -2.21%(-3.19K) | $51.65(+35.58%) | 2026-06-30 | |
| GOVT | ISHARES TR | 4.01% | 380.6K | $8.7M | +6.58%(+23.51K) | $23.01(-2.45%) | 2026-06-30 | |
| CORO | BLACKROCK ETF TRUST | 2.77% | 163.8K | $6.0M | -2.48%(-4.17K) | $31.61(+16.85%) | 2026-06-30 | |
| VMBS | VANGUARD SCOTTSDALE FDS | 2.72% | 125.8K | $5.9M | +8.00%(+9.32K) | $46.36(-0.41%) | 2026-06-30 | |
| BRTR | BLACKROCK ETF TRUST II | 2.7% | 116.2K | $5.8M | +9.95%(+10.51K) | $50.69(-2.55%) | 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 | — | — | — | — | +37.80% |
| Top 20 Holdings Unweighted | — | — | — | — | +39.61% |
Swp Financial LLC reports $216.22M in US-listed equity holdings across 78 positions in its most recent 13F filing. Its largest disclosed positions are IVV (16.4%), VTV (7.8%) and VUG (7.3%). The top 20 holdings account for 76.16% of reported assets. Its disclosed equity book has returned +37.80% 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.
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Holdings on this page are parsed from Swp Financial LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2014200). View Swp Financial LLC’s 13F filings on SEC