DOSSIER · 13F-HR · Q2 2026
SWP FINANCIAL LLC
$216M in tracked AUM across 78 positions as of Q2 2026.
SF
CIK 0002014200 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Comprehensive Analysis of SWP Financial LLC 13F Filing
Portfolio Overview
SWP Financial LLC has reported a significant expansion in its portfolio management operations for the quarter ending December 31, 2025. The total portfolio value surged by 193.2%, growing from $67.97 million to $199.27 million. This dramatic increase suggests a substantial inflow of new capital, a shift in the firm's assets under management (AUM) reporting, or a strategic pivot toward a more capital-inte...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
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.