13F Filings History of SWP FINANCIAL LLC

Latest 13F report
Q4 2025 - 16 Jan 2026
Value $
$199,271,380
Signature - Title
Philip Smith - Chief Compliance Officer
Location
San Diego, CA
Summary
This page shows a list of all the recent 13F filings made by SWP FINANCIAL LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SWP FINANCIAL LLC reported 73 stock holdings with total value $199,271,380 as of Q4 2025. Top holdings included VTV, IVV, VUG, IUSB, and AAPL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 73 $199,271,380 +$14,875,423 -$14,180,316 +$695,107 VTV, IVV, VUG, IUSB, AAPL 13F-HR 16 Jan 2026, 08:43
Q3 2025 74 $196,384,216 +$14,107,740 -$11,804,256 +$2,303,484 IVV, VTV, VUG, IUSB, DYNF 13F-HR 04 Nov 2025, 08:54
Q2 2025 75 $182,035,260 +$22,159,510 -$14,778,912 +$7,380,598 IVV, VTV, VUG, IUSB, QUAL 13F-HR 18 Jul 2025, 10:16
Q1 2025 63 $163,692,391 +$13,954,896 -$11,810,281 +$2,144,615 IVV, IUSB, VUG, VTV, AAPL 13F-HR 02 May 2025, 14:01
Q4 2024 67 $165,756,788 +$57,386,090 -$55,073,388 +$2,312,702 IVV, VUG, IUSB, VTV, AAPL 13F-HR 21 Jan 2025, 17:21
Q3 2024 55 $163,852,726 +$22,254,203 -$18,276,232 +$3,977,971 IVV, VTV, IGSB, VUG, IEFA 13F-HR 23 Oct 2024, 08:47
Q2 2024 50 $151,345,210 +$47,403,530 -$42,385,250 +$5,018,280 IVV, VTV, VUG, IUSB, IEFA 13F-HR 15 Jul 2024, 09:52
Q1 2024 48 $142,812,084 +$10,491,369 -$867,118 +$9,624,251 IVV, VTV, VO, VUG, STIP 13F-HR 30 Apr 2024, 10:32
Q4 2023 44 $128,901,885 $0 $0 $0 IVV, VTV, VO, VUG, STIP 13F-HR 08 Mar 2024, 16:42