Notify me when SWMG, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 120 | $360,212,442 | +$37,194,691 | -$18,268,855 | +$18,925,836 | IVV, IVE, IVW, IEMG, DYNF | 13F-HR | 09 Feb 2026, 17:41 |
| Q3 2025 | 110 | $330,705,447 | +$51,436,003 | -$33,267,083 | +$18,168,920 | IVV, IVW, DYNF, SPSB, IEMG | 13F-HR | 24 Oct 2025, 14:11 |
| Q2 2025 | 122 | $297,387,638 | +$63,339,148 | -$41,747,266 | +$21,591,882 | IVV, QUAL, IVW, EFV, SPSB | 13F-HR | 29 Jul 2025, 14:13 |
| Q1 2025 | 111 | $252,071,425 | +$52,169,315 | -$39,994,453 | +$12,174,862 | IVV, SPSB, IUSB, IVW, QUAL | 13F-HR | 28 Apr 2025, 12:48 |
| Q4 2024 | 115 | $250,831,315 | +$18,107,176 | -$10,576,507 | +$7,530,669 | IVV, IVW, SPSB, QUAL, DYNF | 13F-HR | 23 Jan 2025, 17:10 |
| Q3 2024 | 118 | $241,744,478 | +$42,579,890 | -$37,248,232 | +$5,331,658 | IVV, IVW, SPSB, QUAL, DYNF | 13F-HR | 14 Nov 2024, 16:09 |
| Q2 2024 | 96 | $224,592,053 | +$41,418,794 | -$41,758,551 | -$339,757 | IVV, EFA, IVW, QUAL, DYNF | 13F-HR | 14 Aug 2024, 11:10 |
| Q1 2024 | 97 | $222,137,050 | +$40,496,452 | -$41,097,157 | -$600,705 | IVV, IWM, IXUS, QUAL, DYNF | 13F-HR | 15 May 2024, 13:46 |
| Q4 2023 | 97 | $209,795,163 | +$22,565,124 | -$21,325,197 | +$1,239,927 | IVV, IWM, QUAL, EFV, IXUS | 13F-HR | 15 Feb 2024, 13:02 |
| Q3 2023 | 95 | $190,490,318 | +$42,691,085 | -$37,063,848 | +$5,627,237 | IVV, IWM, EFV, QUAL, IUSB | 13F-HR | 15 Feb 2024, 12:54 |
| Q2 2023 | 93 | $191,239,583 | +$17,028,569 | -$11,722,924 | +$5,305,645 | IVV, SHV, QUAL, EFG, IUSB | 13F-HR | 14 Aug 2023, 09:23 |
| Q1 2023 | 90 | $179,296,820 | +$34,022,087 | -$28,085,529 | +$5,936,558 | IVV, SHV, QUAL, EFG, IUSB | 13F-HR | 12 May 2023, 17:08 |
| Q4 2022 | 77 | $165,331,886 | +$30,141,906 | -$27,748,460 | +$2,393,446 | IVV, SHV, ESGU, EFV, IUSB | 13F-HR | 14 Feb 2023, 13:26 |
| Q3 2022 | 71 | $153,334,000 | +$52,720,065 | -$53,739,252 | -$1,019,187 | IVV, SHV, ESGU, GOVT, VTI | 13F-HR | 14 Nov 2022, 10:24 |
| Q1 2022 | 65 | $183,030,000 | +$21,146,674 | -$17,928,934 | +$3,217,740 | IVV, ESGU, EFA, EFV, VTI | 13F-HR | 16 May 2022, 12:12 |
| Q4 2021 | 66 | $188,242,000 | +$33,614,720 | -$24,897,080 | +$8,717,640 | IVV, ESGU, EFA, EFV, VTI | 13F-HR | 09 Feb 2022, 10:43 |
| Q3 2021 | 62 | $172,288,000 | +$37,546,813 | -$31,351,870 | +$6,194,943 | ESGU, IVV, IWM, EFV, VTI | 13F-HR | 15 Nov 2021, 13:58 |
| Q2 2021 | 60 | $169,843,000 | +$37,122,016 | -$12,717,498 | +$24,404,518 | IVV, UWM, ESGU, EFV, VTI | 13F-HR | 16 Aug 2021, 12:48 |
| Q1 2021 | 57 | $146,179,000 | +$10,983,397 | -$6,325,733 | +$4,657,664 | IVV, UWM, ESGU, EFV, VTI | 13F-HR | 15 Apr 2021, 13:26 |
| Q4 2020 | 58 | $136,688,000 | $0 | $0 | $0 | IVV, UWM, ESGU, VTI, EFV | 13F-HR | 16 Feb 2021, 15:20 |