§ 13F · FUND PROFILE
SWMG, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $297.4T (13F)Positions · 122Turnover · — · Q4Filed · Feb 10, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4.4T 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 | IVV | ISHARES TR | 86K | $59.7T | 16.6% | +4% |
| 2 | IVE | ISHARES TR | 109K | $24.2T | 6.7% | +43% |
| 3 | IVW | ISHARES TR | 199K | $24.1T | 6.7% | +14% |
| 4 | IEMG | ISHARES INC | 327K | $24.1T | 6.7% | +26% |
| 5 | DYNF | BLACKROCK ETF TRUST | 348K | $21.4T | 5.9% | +6% |
| 6 | SPSB | SPDR SERIES TRUST | 675K | $20.4T | 5.7% | +12% |
| 7 | OEF | ISHARES TR | 45K | $15.5T | 4.3% | +6% |
| 8 | EFV | ISHARES TR | 197K | $15.3T | 4.3% | −6% |
| 9 | IEFA | ISHARES TR | 109K | $10.4T | 2.9% | +7% |
| 10 | VTI | VANGUARD INDEX FDS | 30K | $10.2T | 2.8% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SWMG, SIGNAL
AC read
SWMG, LLC is a Other fund managing $297387.6 trillion in assets. The fund runs a portfolio of 122 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 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