SWP FINANCIAL LLC - Portfolio overview

SWP FINANCIAL LLC has 80 reported holdings in this dataset, with the latest filing dated 2026-04-17.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 9.48%
2. VTV - VANGUARD INDEX FDS, 8.89%
3. VUG - VANGUARD INDEX FDS, 6.76%

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

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