SWMG, LLC - Portfolio overview

SWMG, LLC has 133 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 17.24%
2. IVW - ISHARES TR, 6.47%
3. SPSB - SPDR SERIES TRUST, 5.65%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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