§ 13F · FUND PROFILE
SWS Partners.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $370.6T (13F)Positions · 118Turnover · — · Q4Filed · Jan 16, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$414.3T 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 JAN 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 58K | $39.8T | 9.6% | NEW |
| 2 | SCHR | SCHWAB STRATEGIC TR | 646K | $16.2T | 3.9% | NEW |
| 3 | IJH | ISHARES TR | 234K | $15.5T | 3.7% | NEW |
| 4 | GOOGL | ALPHABET INC | 43K | $13.4T | 3.2% | NEW |
| 5 | IDUB | ETF SER SOLUTIONS | 539K | $13.1T | 3.2% | NEW |
| 6 | SPYD | SPDR SERIES TRUST | 246K | $10.6T | 2.6% | NEW |
| 7 | NVDA | NVIDIA CORPORATION | 54K | $10.0T | 2.4% | NEW |
| 8 | OSCV | ETF SER SOLUTIONS | 237K | $8.8T | 2.1% | NEW |
| 9 | PCT | PURECYCLE TECHNOLOGIES INC | 988K | $8.5T | 2.0% | NEW |
| 10 | SCHX | SCHWAB STRATEGIC TR | 300K | $8.1T | 1.9% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SWS SIGNAL
AC read
SWS Partners is a Other fund managing $370612.2 trillion in assets. The fund runs a portfolio of 118 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed