Notify me when SWS Partners files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 115 | $400,699,580 | +$28,393,732 | -$24,384,212 | +$4,009,520 | IVV, SCHR, IJH, GOOGL, IDUB | 13F-HR | 16 Jan 2026, 11:38 |
| Q3 2025 | 121 | $408,016,349 | +$27,664,855 | -$14,309,679 | +$13,355,176 | IVV, SCHR, IJH, IDUB, SPYD | 13F-HR | 16 Oct 2025, 12:36 |
| Q2 2025 | 118 | $370,612,158 | +$44,241,842 | -$14,356,509 | +$29,885,333 | IVV, SCHR, IJH, PCT, IDUB | 13F-HR | 17 Jul 2025, 14:29 |
| Q1 2025 | 109 | $304,701,118 | +$14,662,078 | -$28,438,442 | -$13,776,364 | IVV, SCHR, IJH, SPYD, IDUB | Restatement | 27 May 2025, 10:35 |
| Q4 2024 | 118 | $330,240,174 | +$58,293,439 | -$28,303,049 | +$29,990,390 | IVV, IJH, SCHR, SPYD, NTRA | 13F-HR | 06 Feb 2025, 12:24 |
| Q3 2024 | 116 | $313,925,964 | +$17,391,590 | -$59,523,827 | -$42,132,237 | IVV, IJH, SCHF, SCHR, SCHX | 13F-HR | 15 Oct 2024, 13:45 |
| Q2 2024 | 310 | $334,539,360 | +$32,440,755 | -$23,821,176 | +$8,619,579 | IVV, IJH, SCHF, SCHR, SCHX | 13F-HR | 17 Jul 2024, 11:34 |
| Q1 2024 | 114 | $334,451,718 | +$37,143,542 | -$23,420,245 | +$13,723,297 | IVV, IJH, SCHX, SCHF, SCHR | 13F-HR | 30 Apr 2024, 16:03 |
| Q4 2023 | 112 | $306,803,964 | +$29,604,896 | -$23,837,680 | +$5,767,216 | IVV, IJH, SCHX, SCHF, SCHR | 13F-HR | 13 Feb 2024, 10:28 |
| Q3 2023 | 115 | $270,509,754 | +$20,732,463 | -$15,425,376 | +$5,307,087 | IVV, SCHF, SCHX, SCHR, IJH | 13F-HR | 09 Nov 2023, 15:40 |
| Q2 2023 | 113 | $277,237,837 | +$9,122,112 | -$12,663,605 | -$3,541,493 | IVV, SCHF, SCHX, SCHR, IJH | Restatement | 17 Aug 2023, 14:33 |
| Q1 2023 | 117 | $268,624,942 | +$54,343,066 | -$8,236,422 | +$46,106,644 | IVV, SCHF, SCHX, SCHR, SPYD | 13F-HR | 09 May 2023, 16:32 |
| Q4 2022 | 80 | $210,850,000 | +$14,376,631 | -$31,799,857 | -$17,423,226 | SCHF, IVV, SCHX, SCHR, SPYD | 13F-HR | 30 Jan 2023, 15:17 |
| Q3 2022 | 104 | $215,858,000 | +$108,416,395 | -$4,363,440 | +$104,052,955 | IVV, SCHF, SCHR, SCHX, SPYD | 13F-HR | 09 Nov 2022, 10:44 |
| Q2 2022 | 69 | $118,791,000 | +$9,128,239 | -$8,781,051 | +$347,188 | GOOGL, ACN, UNH, AMZN, JPM | 13F-HR | 28 Jul 2022, 12:27 |
| Q1 2022 | 109 | $152,898,000 | +$16,599,740 | -$19,182,731 | -$2,582,991 | GOOGL, AMZN, ACN, AMBA, UNH | 13F-HR | 05 May 2022, 15:01 |
| Q4 2021 | 73 | $175,859,000 | +$23,610,809 | -$16,723,997 | +$6,886,812 | GOOGL, AMZN, AMBA, UNH, ACN | 13F-HR | 25 Jan 2022, 09:34 |
| Q3 2021 | 84 | $161,398,000 | +$26,108,036 | -$12,995,338 | +$13,112,698 | AMZN, GOOGL, AMBA, META, ACN | 13F-HR | 08 Nov 2021, 11:51 |
| Q2 2021 | 75 | $150,593,000 | +$10,993,261 | -$14,662,109 | -$3,668,848 | AMZN, META, GOOGL, ACN, ABBV | 13F-HR | 09 Aug 2021, 16:33 |
| Q1 2021 | 81 | $141,933,000 | +$20,015,304 | -$106,888,390 | -$86,873,086 | AMZN, META, GOOGL, ACN, JPM | 13F-HR | 17 May 2021, 13:14 |
| Q4 2020 | 113 | $221,626,000 | +$30,021,465 | -$20,261,475 | +$9,759,990 | SCHF, SCHX, SCHR, IVV, SPYD | 13F-HR | 31 Mar 2021, 15:50 |
| Q3 2020 | 111 | $185,620,000 | +$113,962,662 | -$4,431,000 | +$109,531,662 | SCHX, SCHF, SCHR, SPYD, AAPL | 13F-HR | 13 Nov 2020, 11:02 |
| Q2 2020 | 74 | $71,562,000 | +$11,413,900 | -$90,030,717 | -$78,616,817 | AAPL, AMZN, MSFT, GOOGL, ACN | 13F-HR | 13 Aug 2020, 17:05 |
| Q1 2020 | 111 | $138,587,000 | +$20,014,925 | -$17,661,296 | +$2,353,629 | SCHF, SCHX, SCHR, SPYD, IVV | 13F-HR | 14 May 2020, 14:39 |
| Q3 2019 | 114 | $165,518,000 | +$13,604,995 | -$7,401,807 | +$6,203,188 | SCHX, SCHF, SPYD, SCHR, IVV | Restatement | 21 Nov 2019, 10:50 |
| Q2 2019 | 120 | $154,101,000 | +$56,084,950 | -$44,370,650 | +$11,714,300 | SCHX, SCHF, SPYD, SCHR, IVV | 13F-HR | 13 Aug 2019, 13:52 |
| Q4 2018 | 101 | $131,966,000 | +$6,526,226 | -$6,651,738 | -$125,512 | SCHX, SCHR, SCHF, SCHZ, CORP | 13F-HR | 04 Feb 2019, 14:46 |
| Q3 2018 | 102 | $118,561,000 | +$8,874,421 | -$4,809,745 | +$4,064,676 | SCHX, SCHF, SCHR, SCHZ, CORP | 13F-HR | 14 Nov 2018, 12:23 |
| Q2 2018 | 100 | $141,855,000 | +$33,372,808 | -$29,307,374 | +$4,065,434 | SCHX, SCHF, SCHR, SCHZ, CORP | 13F-HR | 13 Aug 2018, 14:04 |
| Q1 2018 | 372 | $135,692,000 | +$19,098,178 | -$11,618,640 | +$7,479,538 | SCHX, SCHF, SCHR, SCHZ, CORP | 13F-HR | 15 May 2018, 12:54 |
| Q4 2017 | 395 | $132,862,000 | $0 | $0 | $0 | SCHX, SCHR, SCHF, SCHZ, CORP | 13F-HR | 15 Feb 2018, 16:40 |