§ 13F · FUND PROFILE
Swisher Financial Concepts, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $154.9T (13F)Positions · 90Turnover · — · Q4Filed · Feb 10, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$176.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 46K | $15.6T | 8.8% | NEW |
| 2 | VXUS | VANGUARD STAR FDS | 182K | $13.7T | 7.8% | NEW |
| 3 | ABBV | ABBVIE INC | 52K | $11.9T | 6.7% | NEW |
| 4 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 271K | $11.8T | 6.7% | NEW |
| 5 | EUSA | ISHARES INC | 85K | $8.8T | 5.0% | NEW |
| 6 | CGGR | CAPITAL GROUP GROWTH ETF | 190K | $8.4T | 4.8% | NEW |
| 7 | CGDG | CAPITAL GROUP DIVIDEND GROWE | 209K | $7.4T | 4.2% | NEW |
| 8 | BND | VANGUARD BD INDEX FDS | 96K | $7.1T | 4.0% | NEW |
| 9 | CGMS | CAPITAL GRP FIXED INCM ETF T | 248K | $6.8T | 3.9% | NEW |
| 10 | AAPL | APPLE INC | 25K | $6.8T | 3.8% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SWISHER SIGNAL
AC read
Swisher Financial Concepts, Inc. is a Other fund managing $154912.3 trillion in assets. The fund runs a portfolio of 90 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed