§ 13F · FUND PROFILE
SWS Partners.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $371M (13F)Positions · 118Turnover · — · Q1Filed · Apr 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$422K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 60K | $39M | 9.7% | +4% |
| 2 | SCHR | SCHWAB STRATEGIC TR | 719K | $18M | 4.4% | +11% |
| 3 | IJH | ISHARES TR | 233K | $16M | 3.9% | ±0% |
| 4 | IDUB | ETF SER SOLUTIONS | 546K | $13M | 3.3% | +1% |
| 5 | NVDA | NVIDIA CORPORATION | 74K | $13M | 3.2% | +37% |
| 6 | SPYD | SPDR SERIES TRUST | 242K | $11M | 2.7% | −2% |
| 7 | GOOGL | ALPHABET INC | 36K | $10M | 2.5% | −17% |
| 8 | OSCV | ETF SER SOLUTIONS | 231K | $9M | 2.2% | −3% |
| 9 | VMBS | VANGUARD SCOTTSDALE FDS | 181K | $8M | 2.1% | +14% |
| 10 | GH | GUARDANT HEALTH INC | 79K | $7M | 1.8% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SWS SIGNAL
AC read
SWS Partners is a Other fund managing $371 million in assets. The fund runs a portfolio of 118 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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