SWMG, LLC

Institutional manager (13F) · CIK 1839255

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $324M

#	Issuer	Value	Shares
1	ISHARES TR	$65M	99,556
2	ISHARES TR	$24M	215,931
3	SPDR SERIES TRUST	$21M	709,019
4	ISHARES TR	$21M	99,492
5	ISHARES INC	$21M	295,192
6	BLACKROCK ETF TRUST	$17M	299,752
7	ISHARES TR	$15M	196,969
8	VANGUARD INDEX FDS	$11M	35,219
9	ISHARES TR	$9M	84,284
10	ISHARES TR	$9M	101,308
11	BLACKROCK ETF TRUST	$9M	260,779
12	ISHARES TR	$9M	35,642
13	ISHARES TR	$9M	44,531
14	BLACKROCK ETF TRUST	$8M	231,715
15	ISHARES TR	$8M	91,747
16	BLACKROCK ETF TRUST	$7M	201,930
17	BLACKROCK ETF TRUST	$6M	147,422
18	ISHARES TR	$6M	32,260
19	VANGUARD TAX-MANAGED FDS	$5M	79,476
20	ISHARES TR	$5M	103,610
21	ISHARES TR	$4M	187,599
22	ISHARES TR	$4M	35,208
23	ISHARES TR	$3M	32,963
24	ISHARES TR	$2M	13,058
25	APPLE INC	$2M	7,092
26	VANGUARD INTL EQUITY INDEX F	$1M	27,484
27	SELECT SECTOR SPDR TR	$1M	11,040
28	ISHARES TR	$1M	27,608
29	CENCORA INC	$1M	4,384
30	NVIDIA CORPORATION	$1M	7,865
31	SPDR SERIES TRUST	$1M	25,601
32	VANGUARD BD INDEX FDS	$1M	14,884
33	MICROSOFT CORP	$1M	2,921
34	ISHARES GOLD TR	$954k	10,823
35	PIMCO ETF TR	$936k	9,769
36	AMERICAN CENTY ETF TR	$932k	19,907
37	TJX COS INC NEW	$909k	5,692
38	ISHARES TR	$840k	14,681
39	ISHARES TR	$839k	12,430
40	INNOVATOR ETFS TRUST	$835k	24,945
41	NOVO-NORDISK A S	$813k	22,122
42	INVESCO ACTIVELY MANAGED EXC	$799k	15,942
43	EATON CORP PLC	$779k	2,177
44	VANECK ETF TRUST	$777k	8,038
45	TESLA INC	$769k	2,069
46	STRYKER CORPORATION	$764k	2,326
47	ISHARES TR	$748k	6,014
48	ELI LILLY & CO	$746k	811
49	TRANE TECHNOLOGIES PLC	$744k	1,786
50	STATE STR SPDR S&P 500 ETF T	$735k	1,130

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