account_balance
Investment manager · 13F filer · SEC CIK 1731731
SWS Partners
Reported value$465Mas of Sep 30, 2026
Positions108 2 new, 2 sold out
Top 10 weight33.8%IVV alone is 8%
FiledOct 2626 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
8.2%Trimmed −9%
NVDANVIDIA Corp
4.1%
SCHRSchwab Strategic Tr
4.0%Added +5%
IDUBETF Ser Solutions
3.4%Added +9%
IJHiShares Tr
3.0%Trimmed −7%
MUMicron Technology Inc
2.5%Added +6%
OSCVETF Ser Solutions
2.2%Added +14%
NTRANatera, Inc.
2.1%Trimmed −20%
OKTAOkta, Inc.
2.1%Trimmed −22%
AMBAAmbarella Inc
2.0%
SPYDSPDR Series Trust
2.0%Trimmed −4%
GOOGLAlphabet Inc.
1.9%Trimmed −8%
IVViShares Tr
8.2%Trimmed −9%
NVDANVIDIA Corp
4.1%
SCHRSchwab Strategic Tr
4.0%Added +5%
IDUBETF Ser Solutions
3.4%Added +9%
IJHiShares Tr
3.0%−7%
MUMicron Technology Inc
2.5%
OSCVETF Ser Solutions
2.2%
NTRANatera, Inc.
2.1%
OKTAOkta, Inc.
2.1%
AMBASPYD
GOOGLBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 8.2% Trimmed −9%
NVDA NVIDIA Corp 4.1% HeldSCHR Schwab Strategic Tr 4.0% Added +5%
IDUB ETF Ser Solutions 3.4% Added +9%
IJH iShares Tr 3.0% Trimmed −7%
MU Micron Technology Inc 2.5% Added +6%OSCV ETF Ser Solutions 2.2% Added +14%
NTRA Natera, Inc. 2.1% Trimmed −20%OKTA Okta, Inc. 2.1% Trimmed −22%AMBA Ambarella Inc 2.0% HeldSPYD SPDR Series Trust 2.0% Trimmed −4%
GOOGL Alphabet Inc. 1.9% Trimmed −8%What changed
Biggest moves since Jun 30, 2026
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