SWS Partners

Institutional manager (13F) · CIK 1731731

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $316M

#	Issuer	Value	Shares
1	ISHARES TR	$39M	60,166
2	SCHWAB STRATEGIC TR	$18M	718,928
3	ISHARES TR	$16M	233,495
4	ETF SER SOLUTIONS	$13M	546,125
5	NVIDIA CORPORATION	$13M	73,550
6	SPDR SERIES TRUST	$11M	242,031
7	ALPHABET INC	$10M	35,660
8	ETF SER SOLUTIONS	$9M	231,124
9	VANGUARD SCOTTSDALE FDS	$8M	180,898
10	GUARDANT HEALTH INC	$7M	79,481
11	SCHWAB STRATEGIC TR	$7M	278,445
12	NATERA INC	$6M	29,420
13	CIENA CORP	$6M	14,966
14	GLOBAL X FDS	$6M	314,551
15	CORNING INC	$6M	42,553
16	OKTA INC	$6M	72,189
17	VANGUARD INTL EQUITY INDEX F	$6M	103,217
18	MARVELL TECHNOLOGY INC	$6M	55,788
19	PURECYCLE TECHNOLOGIES INC	$5M	1,029,879
20	BLOCK INC	$5M	87,668
21	ETF SER SOLUTIONS	$5M	191,133
22	SCHWAB STRATEGIC TR	$5M	197,283
23	PHILIP MORRIS INTL INC	$5M	28,717
24	AMBARELLA INC	$5M	91,437
25	SELECT SECTOR SPDR TR	$5M	75,456
26	MP MATERIALS CORP	$4M	87,066
27	JPMORGAN CHASE & CO	$4M	14,216
28	SNOWFLAKE INC	$4M	27,512
29	DBX ETF TR	$4M	122,872
30	MERCADOLIBRE INC	$4M	2,267
31	META PLATFORMS INC	$4M	6,664
32	TERADYNE INC	$4M	12,570
33	DEXCOM INC	$4M	57,663
34	WALMART INC	$4M	29,047
35	ISHARES TR	$4M	67,185
36	ISHARES TR	$4M	97,011
37	WELLS FARGO & CO	$4M	44,813
38	MARATHON PETE CORP	$4M	14,558
39	SCHWAB STRATEGIC TR	$4M	165,200
40	PINTEREST INC	$4M	192,672
41	PHILLIPS 66	$3M	19,146
42	CLOUDFLARE INC	$3M	16,890
43	MICRON TECHNOLOGY INC	$3M	10,168
44	UBER TECHNOLOGIES INC	$3M	45,630
45	RH	$3M	23,271
46	EATON CORP PLC	$3M	8,789
47	AMPHENOL CORP	$3M	24,586
48	SERVICENOW INC	$3M	28,362
49	GENERAL DYNAMICS CORP	$3M	8,401
50	BLACKROCK INC	$3M	2,926

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.