Swp Financial LLC Portfolio Holdings

Swp Financial LLC

  • $182 Billion
  • Q2 2025

Swp Financial LLC has filed its 13F form on July 18, 2025 for Q2 2025 where it was disclosed a total value porftolio of $182 Billion distributed in 75 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $19.1B, Vanguard Value ETF with a value of $13.9B, Vanguard Growth ETF with a value of $13.3B, Ishares Core Total Usd Bond Ma with a value of $12.2B, and Ishares Msci Usa Quality Facto with a value of $10.1B.

Examining the 13F form we can see an increase of $18.3B in the current position value, from $164B to 182B.

Swp Financial LLC is based out at San Diego, CA

Below you can find more details about Swp Financial LLC portfolio as well as his latest detailed transactions.

Portfolio value $182 Billion
ETFs: $150 Billion
Technology: $10.9 Billion
Communication Services: $1.8 Billion
Financial Services: $1.25 Billion
Utilities: $1.16 Billion
Healthcare: $1.13 Billion
Industrials: $771 Million
Consumer Cyclical: $532 Million
Other: $515 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 75
  • Current Value $182 Billion
  • Prior Value $164 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 18, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 14 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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