SWP FINANCIAL LLC

Business address
3655 Nobel Drive, Suite 510, San Diego, CA, 92122
Top securities (13F)
IVV, VTV, VUG, IUSB, DYNF, QUAL, AAPL, OEF, TLH, VMBS, BRTR, IVW, VWO, VV, BINC, THRO, BAI, BNDX, IEFA, and IJH
State of incorporation
CA
Fiscal year end
31 December
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SWP FINANCIAL LLC has filed 10 SEC EDGAR filings since 08 Mar 2024

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 04 Nov 2025 30 Sep 2025 028-24011
13F-HR Open Document Open Filing 18 Jul 2025 30 Jun 2025 028-24011
N-PX Open Document Open Filing 14 Jul 2025 30 Jun 2025 028-24011
13F-HR Open Document Open Filing 02 May 2025 31 Mar 2025 028-24011
13F-HR Open Document Open Filing 21 Jan 2025 31 Dec 2024 028-24011
13F-HR Open Document Open Filing 23 Oct 2024 30 Sep 2024 028-24011
N-PX Open Document Open Filing 05 Aug 2024 30 Jun 2024 028-24011
13F-HR Open Document Open Filing 15 Jul 2024 30 Jun 2024 028-24011
13F-HR Open Document Open Filing 30 Apr 2024 31 Mar 2024 028-24011
13F-HR Open Document Open Filing 08 Mar 2024 31 Dec 2023 028-24011