account_balance

Investment manager · 13F filer · SEC CIK 1839255

SWMG, LLC

Reported value$457Mas of Sep 30, 2026

Positions118 27 new, 9 sold out

Top 10 weight66.4%IVV alone is 27%

FiledOct 2323 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

IVViShares Tr

26.8%Added +6%

IVWiShares Tr

8.0%Added +6%

IBTHiShares Tr

6.9%New

DYNFBlackRock ETF Trust

5.1%

IVEiShares Tr

4.8%Added +2%

COROBlackRock ETF Trust

3.4%+75%

IEMGiShares Inc

3.2%−20%

IEFAiShares Tr

3.0%Added +23%

VTIVanguard Index FDS

2.6%

ACWXiShares Tr

2.5%New

BLCRBlackRock ETF Trust

2.5%Added +34%

IYWiShares Tr

2.5%

IVViShares Tr

26.8%Added +6%

IVWiShares Tr

8.0%

IBTHiShares Tr

6.9%

DYNFBlackRock ETF Trust

5.1%

IVEiShares Tr

4.8%

CORO3.4%

IEMG3.2%

IEFA3.0%

VTI2.6%

ACWX2.5%

BLCR2.5%

IYW

Boxes 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 26.8% Added +6%

IVW iShares Tr 8.0% Added +6%

IBTH iShares Tr 6.9% New

DYNF BlackRock ETF Trust 5.1% Held

IVE iShares Tr 4.8% Added +2%

CORO BlackRock ETF Trust 3.4% Added +75%

IEMG iShares Inc 3.2% Trimmed −20%

IEFA iShares Tr 3.0% Added +23%

VTI Vanguard Index FDS 2.6% Held

ACWX iShares Tr 2.5% New

BLCR BlackRock ETF Trust 2.5% Added +34%

IYW iShares Tr 2.5% Added +3%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 23, 2026, compared with the Jul 15, 2026 filing

add_circleNew

IBTH $31.6M
ACWX $11.6M
QQQM $2.65M
SCHD $1.39M

arrow_upwardAdded

CORO +75%
BLCR +34%
IEFA +23%
SPY +21%

arrow_downwardTrimmed

MBB −35%
IEMG −20%
IDEF −14%
EFG −13%

remove_circleSold out

MTUM $9.33M
GSY $1.2M
FLRN $1.2M
CLOI $850K

SWMG, LLC

Where the money is

Biggest moves since Jun 30, 2026

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