Ground Swell Capital, LLC - Portfolio overview

Ground Swell Capital, LLC has 240 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 19.39%
2. IWB - ISHARES TR, 1.93%
3. QQQ - INVESCO QQQ TR, 1.92%

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

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