StockDriftsStockDriftsTop 50 SWS Partners Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 8.8% | 54.4K | $40.7M | -9.59%(-5.77K) | $438.95(+77.09%) | 2026-06-30 | |
| SCHR | SCHWAB STRATEGIC TR | 3.92% | 736.4K | $18.2M | +2.43%(+17.46K) | $24.96(-2.23%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.61% | 83.6K | $16.7M | +13.72%(+10.09K) | $79.02(+178.98%) | 2026-06-30 | |
| IJH | ISHARES TR | 3.53% | 211.8K | $16.3M | -9.27%(-21.66K) | $49.97(+55.94%) | 2026-06-30 | |
| IDUB | ETF SER SOLUTIONS | 3.18% | 535.9K | $14.7M | -1.87%(-10.22K) | $21.37(+31.93%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 2.6% | 10.4K | $12.1M | +2.71%(+276) | $126.83(+579.67%) | 2026-06-30 | |
| PCT | PURECYCLE TECHNOLOGIES INC | 2.51% | 1.43M | $11.6M | +39.33%(+405.05K) | $8.37(-13.35%) | 2026-06-30 | |
| AMBA | AMBARELLA INC | 2.45% | 132.1K | $11.3M | +44.42%(+40.61K) | $71.29(+18.59%) | 2026-06-30 | |
| GH | GUARDANT HEALTH INC | 2.42% | 74.6K | $11.2M | -6.16%(-4.90K) | $39.27(+326.52%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.17% | 28.1K | $10.1M | -21.08%(-7.52K) | $162.59(+116.17%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.34% | +69.95% | +6.19% | +35.01% |
| Top 20 Holdings Unweighted | +22.87% | +85.48% | +8.20% | +48.31% |
SWS Partners reports $463.02M in US-listed equity holdings across 108 positions in its most recent 13F filing. Its largest disclosed positions are IVV (8.8%), SCHR (3.9%) and NVDA (3.6%). The top 20 holdings account for 52.93% of reported assets. Its disclosed equity book has returned +69.95% 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 SWS Partners’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1731731). View SWS Partners’s 13F filings on SEC