13F Insight
DOSSIER · 13F-HR · Q2 2026

SWMG, LLC

$424M in tracked AUM across 100 positions as of Q2 2026.

SL
CIK 0001839255 · last filed Jun 30, 2026
Total AUM
$424M
as of Q2 2026
Holdings
100
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

SWMG, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$114M151K26.9%02
IVW
ISHARES TR
$35M252K8.2%03
SPSB
SPDR SERIES TRUST
$24M802K5.7%04
DYNF
BLACKROCK ETF TRUST
$23M337K5.4%05
IVE
ISHARES TR
$20M89K4.8%06
IEMG
ISHARES INC
$19M242K4.5%07
VTI
VANGUARD INDEX FDS
$12M33K2.9%08
EFG
ISHARES TR
$12M100K2.8%09
IEFA
ISHARES TR
$11M116K2.7%10
IYW
ISHARES TR
$11M44K2.6%

Filing history

2026Q2Jun 30
$424M▲ 21.2%
100 positionsView →2026Q1Mar 31
$350M▼ 2.8%
120 positionsView →2025Q4Dec 31
$360M▲ 8.9%
120 positionsView →2025Q3Sep 30
$331M▲ 11.2%
110 positionsView →2025Q2Jun 30
$297M▲ 18.0%
122 positionsLocked2025Q1Mar 31
$252M▲ 0.5%
111 positionsLocked2024Q4Dec 31
$251M▲ 3.6%
115 positionsLocked2024Q3Sep 30
$242M▲ 7.8%
118 positionsLocked2024Q2Jun 30
$225M▲ 1.1%
96 positionsLocked2024Q1Mar 31
$222M▲ 5.9%
97 positionsLocked2023Q4Dec 31
$210M▲ 10.1%
97 positionsLocked2023Q3Sep 30
$190M▼ 0.4%
95 positionsLocked
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