13F Filings History of Swisher Financial Concepts, Inc.

Latest 13F report
Q4 2025 - 10 Feb 2026
Value $
$176,136,664
Signature - Title
Jim Cullen - Filing Agent
Location
Westerville, OH
Summary
This page shows a list of all the recent 13F filings made by Swisher Financial Concepts, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Swisher Financial Concepts, Inc. reported 97 stock holdings with total value $176,136,664 as of Q4 2025. Top holdings included VTI, VXUS, ABBV, CGDV, and EUSA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 97 $176,136,664 +$7,835,854 -$2,148,684 +$5,687,170 VTI, VXUS, ABBV, CGDV, EUSA 13F-HR 10 Feb 2026, 13:26
Q3 2025 88 $166,823,943 +$11,590,055 -$10,845,837 +$744,218 VTI, VXUS, ABBV, CGDV, EUSA 13F-HR 20 Oct 2025, 12:43
Q2 2025 90 $154,912,318 +$33,632,957 -$8,791,680 +$24,841,277 VTI, CGDV, VXUS, ABBV, ABT 13F-HR 16 Jul 2025, 12:52
Q1 2025 80 $121,020,802 +$60,893,894 -$25,723,482 +$35,170,412 CGDV, ABBV, VTI, VXUS, CGMS 13F-HR 09 Apr 2025, 16:34
Q4 2024 63 $84,924,681 +$1,294,063 -$75,791,163 -$74,497,100 ABBV, CGDV, COWZ, ABT, AAPL 13F-HR 13 Feb 2025, 10:30
Q3 2024 87 $158,681,000 +$63,244,566 -$7,127,604 +$56,116,962 CGDV, COWZ, VO, ABBV, FNDF 13F-HR 05 Nov 2024, 10:11
Q2 2024 78 $98,663,000 +$3,195,508 -$20,395,058 -$17,199,550 CGDV, ABBV, COWZ, VO, EMXC 13F-HR 22 Jul 2024, 12:48
Q1 2024 85 $114,917,000 +$9,405,804 -$3,437,028 +$5,968,776 CGDV, ABBV, COWZ, VO, ABT 13F-HR 23 Apr 2024, 13:32
Q4 2023 81 $103,653,000 $0 $0 $0 ABBV, CGDV, COWZ, VO, ABT 13F-HR 13 Feb 2024, 15:06