account_balance
Investment manager · 13F filer · SEC CIK 2014200
SWP Financial LLC
Reported value$216Mas of Sep 30, 2026
Positions77 1 new, 2 sold out
Top 10 weight60.3%IVV alone is 17%
FiledOct 2323 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
16.6%
VUGVanguard Index FDS
7.5%
VTVVanguard Index FDS
7.5%Trimmed −2%
IUSBiShares Tr
7.3%Added +20%
AAPLApple Inc.
5.5%
DYNFBlackRock ETF Trust
4.4%Trimmed −3%
GOVTiShares Tr
3.9%
COROBlackRock ETF Trust
2.7%
BRTRBlackRock ETF Trust II
2.6%+3%
IVWiShares Tr
2.1%
BLCRBlackRock ETF Trust
2.0%
VVVanguard Index FDS
2.0%
IVViShares Tr
16.6%
VUGVanguard Index FDS
7.5%
VTVVanguard Index FDS
7.5%−2%
IUSBiShares Tr
7.3%+20%
AAPLApple Inc.
5.5%
DYNFBlackRock ETF Trust
4.4%
GOVTiShares Tr
3.9%
CORO2.7%
BRTR
IVW
BLCR
VV2.0%
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 16.6% Held
VUG Vanguard Index FDS 7.5% Held
VTV Vanguard Index FDS 7.5% Trimmed −2%
IUSB iShares Tr 7.3% Added +20%
AAPL Apple Inc. 5.5% HeldDYNF BlackRock ETF Trust 4.4% Trimmed −3%
GOVT iShares Tr 3.9% Held
CORO BlackRock ETF Trust 2.7% Held
BRTR BlackRock ETF Trust II 2.6% Added +3%
IVW iShares Tr 2.1% Held
BLCR BlackRock ETF Trust 2.0% Added +35%
VV Vanguard Index FDS 2.0% Held
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.