Fund HoldingsSWMG, LLC

Total Portfolio Value
$424.46M
Total Bought
$161.60M
Total Sold
$92.63M
Net Transaction
+$68.98M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
ISHARES TR99,556151,003+51,44765,031114,02526.86%+48,994
SPDR SERIES TRUST
ST SHOR CORP ETF
0802,312+802,312023,9895.65%+23,989
BLACKROCK ETF TRUST
ISHA I IN TE ETF
0230,059+230,059010,7322.53%+10,732
ISHARES TR215,931252,257+36,32624,42434,7848.19%+10,360
BLACKROCK ETF TRUST
ISHA IN CTRY ETF
0248,754+248,75408,9232.10%+8,923
BLACKROCK ETF TRUST
ISHA LA CORE ETF
0178,642+178,64208,8962.10%+8,896
BLACKROCK ETF TRUST
ISHA US THEM ETF
0158,534+158,53406,8261.61%+6,826
BLACKROCK ETF TRUST
ISHARES US EQUIT
0337,488+337,488022,9635.41%+22,963
ISHARES TR32,26043,987+11,7275,85310,9172.57%+5,065
ISHARES TR84,28499,544+15,2609,38712,0902.85%+2,703
ISHARES TR
CORE UNIVRSL USD
0151,734+151,73406,9331.63%+6,933
ISHARES TR
CORE MSCI EAFE
0116,366+116,366011,2752.66%+11,275
SELECT SECTOR SPDR TR
ST STR TECHN ETF
010,646+10,64601,9550.46%+1,955
BLACKROCK ETF TRUST
ISHARES DEFENSE
201,930268,814+66,8846,6078,4681.99%+1,860
SPDR SERIES TRUST
ST STR BLO 1 ETF
019,030+19,03001,7410.41%+1,741
BLACKROCK ETF TRUST
ISHA SYST AL ETF
055,045+55,04501,5680.37%+1,568
ADVANCED MICRO DEVICES INC(AMD)2,5203,260+7405131,7870.42%+1,274
SPDR SERIES TRUST
ST STR RATE ETF
038,853+38,85301,1960.28%+1,196
SPDR SERIES TRUST
ST STR SP600 SML
020,261+20,26101,1450.27%+1,145
BLACKROCK ETF TRUST II019,287+19,28709670.23%+967
ISHARES TR
CORE MSCI TOTAL
094,284+94,28408,9152.10%+8,915
VANGUARD INDEX FDS35,21932,787-2,43211,29912,1692.87%+871
VANECK ETF TRUST
CLO ETF
016,091+16,09108500.20%+850
INNOVATOR ETFS TRUST041,258+41,25808030.19%+803
INNOVATOR ETFS TRUST
EQUITY DUAL DIRT
035,898+35,89807920.19%+792
ISHARES TR
MSCI USA MMENTM
35,64229,179-6,4638,5549,3302.20%+777
ISHARES TR
MSCI USA VALUE
13,05813,181+1231,8572,5740.61%+718
SELECT SECTOR SPDR TR
ST STR FINL ETF
011,772+11,77206610.16%+661
NEW YORK LIFE INVTS ACTIVE E
MACKAY MUN INTER
025,604+25,60406220.15%+622
ISHARES TR06,103+6,10305710.13%+571
MANAGED PORTFOLIO SER
KENS HE PREM ETF
021,468+21,46805590.13%+559
ROCKET LAB CORP(RKLB)06,825+6,82505380.13%+538
ISHARES TR
FUTU AI TECH ETF
07,090+7,09004960.12%+496
SELECT SECTOR SPDR TR
ST STR SVC ETF
04,105+4,10504580.11%+458
VANGUARD WORLD FD
FINANCIALS ETF
03,315+3,31504560.11%+456
QUEST DIAGNOSTICS INC(DGX)1,7003,746+2,0463337720.18%+439
INVESCO ACTIVELY MANAGED EXC
ULTRA SHRT DUR
15,94223,898+7,9567991,2000.28%+401
SELECT SECTOR SPDR TR
ST STR STAPL ETF
04,750+4,75003960.09%+396
SELECT SECTOR SPDR TR
ST STR DISCR ETF
03,076+3,07603570.08%+357
VANGUARD TAX-MANAGED FDS077,165+77,16505,4481.28%+5,448
NVIDIA CORPORATION(NVDA)7,8658,087+2221,3721,7130.40%+341
SELECT SECTOR SPDR TR
ST STR CARE ETF
02,112+2,11203340.08%+334
ISHARES TR02,897+2,89702810.07%+281
NOVO-NORDISK A S(NVO)022,122+22,12201,0860.26%+1,086
SELECT SECTOR SPDR TR
ST STR INDL ETF
01,447+1,44702610.06%+261
INTEL CORP(INTC)4,5444,276-2682014610.11%+260
ALPHABET INC(GOOG)0710+71002550.06%+255
INNOVATOR ETFS TRUST
EQUI DEFI SEPT
08,495+8,49502350.06%+235
SCHWAB STRATEGIC TR10,33018,849+8,5192224530.11%+231
VANGUARD MUN BD FDS04,019+4,01902020.05%+202
FIDELITY COVINGTON TRUST3,9286,003+2,0752764630.11%+187
ISHARES TR
MSCI CHINA ETF
3,8627,342+3,4802173910.09%+174
SCHWAB STRATEGIC TR14,79516,754+1,9594315790.14%+148
VANGUARD INTL EQUITY INDEX F27,48427,649+1651,4861,6340.38%+148
STATE STR SPDR S&P 500 ETF T(SPY)1,1301,135+57358530.20%+118
ISHARES TR4,3705,340+9704645710.13%+107
FIDELITY COVINGTON TRUST1,8701,766-1043894940.12%+105
VANECK ETF TRUST
MRNGSTR WDE MOAT
8,0388,208+1707778680.20%+91
ISHARES TR12,43012,283-1478399280.22%+89
ISHARES TR
US INFRASTRUC
14,68114,945+2648409270.22%+87
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
13,62113,62106867550.18%+70
VANGUARD BD INDEX FDS14,88415,867+9831,0961,1540.27%+57
ISHARES TR
LONG TERM MUNI
4,4265,484+1,0582212780.07%+57
TESLA INC(TSLA)2,0692,072+37698210.19%+52
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
12,17812,17806887340.17%+46
ISHARES TR1,4531,45302392810.07%+43
FIRST TR EXCHNG TRADED FD VI
FT VEST UQ EQT
8,1888,18804074480.11%+41
ISHARES INC
MSCI GBL GOLD MN
4,8236,561+1,7383814220.10%+41
GLOBAL X FDS
S&P 500 CATHOLIC
3,2253,157-682522830.07%+31
ISHARES GOLD TR(IAU)012,896+12,89609840.23%+984
WISDOMTREE TR(WT)6,8696,235-6344684910.12%+23
VANGUARD WHITEHALL FDS1,6751,67502482680.06%+20
VANGUARD MALVERN FDS4,6134,931+3183573770.09%+20
VANGUARD WORLD FD
COMM SRVC ETF
1,5871,566-212852990.07%+14
J P MORGAN EXCHANGE TRADED F
MUNICIPAL ETF
10,50610,650+1445255360.13%+11
ISHARES TR
CORE HIGH DV ETF
1,6138,065+6,4522192230.05%+4
WISDOMTREE TR(WT)4,2663,884-3823753740.09%-1
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
3,5503,553+32942900.07%-3
CION INVT CORP(CICB)19,37419,37401331240.03%-8
VICTORY PORTFOLIOS II
SHORT TRM BD ETF
13,59913,392-2076886750.16%-12
SCHWAB STRATEGIC TR13,06512,491-5743032860.07%-17
ISHARES TR12,39211,894-4984404130.10%-27
INTERNATIONAL BUSINESS MACHS(IBM)1,2961,303+73142830.07%-31
PINNACLE FINL PARTNERS INC(PNFP)2,8542,123-7312462140.05%-32
WALMART INC(WMT)4,0834,088+55074650.11%-43
KIRBY CORP(KEX)1,8911,399-4922512030.05%-48
PIMCO ETF TR
SHTRM MUN BD ACT
10,3279,364-9635214710.11%-50
ISHARES TR
SYSTEMATIC BD ET
8,1777,532-6457286610.16%-67
CLEAN HARBORS INC(CLH)1,163853-3103332600.06%-73
LOCKHEED MARTIN CORP(LMT)0836+83604310.10%+431
WISDOMTREE TR(WT)6,5364,726-1,8102842040.05%-80
FRANKLIN TEMPLETON ETF TR
FTSE UNTD KGDM
11,5668,977-2,5894023200.08%-82
ISHARES TR
US TREAS BD ETF
187,599185,862-1,7374,2984,1950.99%-103
ISHARES TR32,96332,262-7013,1303,0220.71%-108
LKQ CORP(LKQ)6,8550-6,8552010-201
FIDELITY COVINGTON TRUST3,9980-3,9982090-209
BRUNSWICK CORP(BC)2,9020-2,9022110-211
PAYCHEX INC(PAYX)2,3770-2,3772190-219
KNIGHT-SWIFT TRANSN HLDGS IN(KNX)3,8410-3,8412210-221
CINTAS CORP(CTAS)1,4060-1,4062380-238
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