Ground Swell Capital, LLC has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $40.3 Million distributed in 131 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco S&P 500 Equal Weight E with a value of $1.82M, Ishares Tr Russell 1000 ETF with a value of $1.77M, Ishares Tr Msci Eafe ETF with a value of $1.71M, Ishares Barclays 0 5 Year Tips with a value of $1.69M, and Microsoft Corp with a value of $1.58M.

Examining the 13F form we can see an decrease of $18.7M in the current position value, from $59M to 40.3M.

Ground Swell Capital, LLC is based out at Folly Beach, SC

Below you can find more details about Ground Swell Capital, LLC portfolio as well as his latest detailed transactions.

Portfolio value $40.3 Million
ETFs: $17.4 Million
Technology: $6.52 Million
Healthcare: $3.81 Million
Industrials: $3.4 Million
Consumer Cyclical: $2.9 Million
Communication Services: $2.69 Million
Financial Services: $1.33 Million
Consumer Defensive: $769,000
Other: $1.29 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 131
  • Current Value $40.3 Million
  • Prior Value $59 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 125 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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