What does SWS Partners hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

SEC 13F Filing Analysis: SWS Partners (CIK: 0001731731)

Report Period: Q4 2025 (Report Date: 2025-12-31) Total Portfolio Value: $414.26 Million

1. Portfolio Overview

SWS Partners has undergone a significant expansion in portfolio size during the quarter ending December 31, 2025. The total assets under management (AUM) surged by 109.9%, growing from approximately $197.37 million in the previous quarter to $414.26 million. This doubling of capital suggests substantial c...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

IVV

ISHARES TR

$39M60K9.7%

SCHR

SCHWAB STRATEGIC TR

$18M719K4.4%

IJH

ISHARES TR

$16M233K3.9%

IDUB

ETF SER SOLUTIONS

$13M546K3.3%

NVDA

NVIDIA CORPORATION

$13M74K3.2%

SPYD

SPDR SERIES TRUST

$11M242K2.7%

GOOGL

ALPHABET INC

$10M36K2.5%

OSCV

ETF SER SOLUTIONS

$9M231K2.2%

VMBS

VANGUARD SCOTTSDALE FDS

$8M181K2.1%

GUARDANT HEALTH INC

$7M79K1.8%

Filing history

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