§ 13F · FUND PROFILE
SWS Partners.
AUM · $463M (13F)Positions · 108Turnover · n/a · Q2Filed · Aug 3, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 54K | $41M | 8.8% | −10% |
| 2 | SCHR | SCHWAB STRATEGIC TR | 736K | $18M | 3.9% | +2% |
| 3 | NVDA | NVIDIA CORPORATION | 84K | $17M | 3.6% | +14% |
| 4 | IJH | ISHARES TR | 212K | $16M | 3.5% | −9% |
| 5 | IDUB | ETF SER SOLUTIONS | 536K | $15M | 3.2% | −2% |
| 6 | MU | MICRON TECHNOLOGY INC | 10K | $12M | 2.6% | +3% |
| 7 | PCT | PURECYCLE TECHNOLOGIES INC | 1.43M | $12M | 2.5% | +39% |
| 8 | AMBA | AMBARELLA INC | 132K | $11M | 2.4% | +44% |
| 9 | GH | GUARDANT HEALTH INC | 75K | $11M | 2.4% | −6% |
| 10 | GOOGL | ALPHABET INC | 28K | $10M | 2.2% | −21% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SWS SIGNAL
AC read
SWS Partners is a Other fund managing $463 million in assets. The fund runs a portfolio of 108 positions.
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