Swp Financial LLC Portfolio Holdings

Swp Financial LLC

  • $199 Billion
  • Q4 2025

Swp Financial LLC has filed its 13F form on January 16, 2026 for Q4 2025 where it was disclosed a total value porftolio of $199 Billion distributed in 73 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $19.6B, Ishares Core S&P 500 ETF with a value of $18.6B, Vanguard Growth ETF with a value of $14.7B, Ishares Core Total Usd Bond Ma with a value of $13.7B, and Apple Inc. with a value of $10.6B.

Examining the 13F form we can see an increase of $2.89B in the current position value, from $196B to 199B.

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 $199 Billion
ETFs: $159 Billion
Technology: $13.1 Billion
Communication Services: $1.99 Billion
Utilities: $1.35 Billion
Financial Services: $1.29 Billion
Healthcare: $1.28 Billion
Industrials: $773 Million
Consumer Cyclical: $342 Million
Other: $463 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$10.6 Billion 5.3% of portfolio
38,857
Q4 2025 Reduced 0.12%
$28.9B
$1.35 Billion 0.68% of portfolio
15,313
Q4 2025 Reduced 3.03%
$1.37T
$954 Million 0.48% of portfolio
1,445
Q4 2025 Added 0.56%
$187B
$804 Million 0.4% of portfolio
4,698
Q4 2025 Reduced 0.93%
$19.2B
$698 Million 0.35% of portfolio
8,909
Q1 2024 New
$662B
$703 Million 0.35% of portfolio
1,399
Q4 2025 Added 1.89%
$9.75B
$515 Million 0.26% of portfolio
7,652
Q4 2024 New
$1.93B
$467 Million 0.23% of portfolio
13,925
Q4 2025 Reduced 1.07%
$193B
$428 Million 0.21% of portfolio
756
Q4 2023 New
$1.65T
$405 Million 0.2% of portfolio
1,293
Q2 2025 New
$3.78T
$383 Million 0.19% of portfolio
792
Q4 2025 Added 2.46%
$49.1B
$356 Million 0.18% of portfolio
3,800
Q4 2025 Added 900.0%
$881B
$332 Million 0.17% of portfolio
1,030
Q4 2025 Added 2.28%
$300B
$339 Million 0.17% of portfolio
1,026
Q2 2024 Reduced 0.39%
$465B
$326 Million 0.16% of portfolio
1,747
Q4 2025 Added 3.56%
$593B
$319 Million 0.16% of portfolio
1,637
Q4 2024 Reduced 20.69%
$1.74T
$276 Million 0.14% of portfolio
878
Q4 2025 Added 2.09%
$317B
$251 Million 0.13% of portfolio
2,688
Q4 2025 Added 1.09%
$2.39T
$238 Million 0.12% of portfolio
1,032
Q4 2025 Added 2.69%
$404B
$247 Million 0.12% of portfolio
286
Q3 2025 Reduced 7.44%
$14B
$216 Million 0.11% of portfolio
3,352
Q2 2025 Reduced 3.34%
$4.79B
$104 Million 0.05% of portfolio
10,000
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 73
  • Current Value $199 Billion
  • Prior Value $196 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 16, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 1 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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