account_balance
Investment manager · 13F filer · SEC CIK 1947503
Swisher Financial Concepts, Inc.
Reported value$149Mas of Sep 30, 2026
Positions71 6 new, 42 sold out
Top 10 weight67.3%VTI alone is 13%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTIVanguard Index FDS
12.8%Added +7%
VXUSVanguard Star FDS
11.3%Added +5%
CGDVCapital Group Dividend Value
8.6%Added +4%
EUSAiShares Inc
6.4%
CGGRCapital Group Growth ETF
6.1%Added +6%
CGDGCapital Group Dividend Growe
5.7%Added +3%
CGMSCapital GRP Fixed Incm ETF T
5.2%Added +9%
PYLDPimco ETF Tr
4.9%Added +1380%
CGICCapital Group International
3.4%+4%
NEARiShares U S ETF Tr
2.9%
ABBVAbbVie Inc.
2.8%−65%
AAPLApple Inc.
2.5%
VTIVanguard Index FDS
12.8%Added +7%
VXUSVanguard Star FDS
11.3%Added +5%
CGDVCapital Group Dividend Value
8.6%
EUSAiShares Inc
6.4%
CGGRCapital Group Growth ETF
6.1%+6%
CGDGCapital Group Dividend Growe
5.7%
CGMSCapital GRP Fixed Incm ETF T
5.2%
PYLDPimco ETF Tr
4.9%
CGIC
NEAR
ABBVAAPLBoxes 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
VTI Vanguard Index FDS 12.8% Added +7%
VXUS Vanguard Star FDS 11.3% Added +5%
CGDV Capital Group Dividend Value 8.6% Added +4%
EUSA iShares Inc 6.4% Held
CGGR Capital Group Growth ETF 6.1% Added +6%
CGDG Capital Group Dividend Growe 5.7% Added +3%
CGMS Capital GRP Fixed Incm ETF T 5.2% Added +9%
PYLD Pimco ETF Tr 4.9% Added +1380%
CGIC Capital Group International 3.4% Added +4%
NEAR iShares U S ETF Tr 2.9% New
ABBV AbbVie Inc. 2.8% Trimmed −65%AAPL Apple Inc. 2.5% HeldWhat changed
Biggest moves since Jun 30, 2026
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