13F HOLDINGS REPORT
Swisher Financial Concepts, Inc.
Quarter ended Q4 2025 · Filed February 10, 2026 · Accession 0002063364-26-000066
Total Value
$176.1M
Positions
97
Other Managers
0
Confidential Omitted
No
Holdings (97)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908769 | 46,452 | $15.6M | 8.84% |
| 2 | VANGUARD STAR FDS | 921909768 | 182,041 | $13.7M | 7.80% |
| 3 | ABBVIE INC | ABBV | 51,866 | $11.9M | 6.73% |
| 4 | CAPITAL GROUP DIVIDEND VALUE | 14020W106 | 270,859 | $11.8M | 6.71% |
| 5 | ISHARES INC | 464286681 | 85,453 | $8.8M | 5.02% |
| 6 | CAPITAL GROUP GROWTH ETF | 14020G101 | 189,932 | $8.4M | 4.80% |
| 7 | CAPITAL GROUP DIVIDEND GROWE | 14021L109 | 208,776 | $7.4M | 4.22% |
| 8 | VANGUARD BD INDEX FDS | 921937835 | 95,891 | $7.1M | 4.03% |
| 9 | CAPITAL GRP FIXED INCM ETF T | 14020Y300 | 247,742 | $6.8M | 3.88% |
| 10 | APPLE INC | AAPL | 24,906 | $6.8M | 3.84% |
| 11 | CAPITAL GRP FIXED INCM ETF T | 14020Y102 | 290,036 | $6.6M | 3.73% |
| 12 | ABBOTT LABS | ABLZF | 51,373 | $6.4M | 3.65% |
| 13 | CAPITAL GROUP INTL FOCUS EQT | 14019W109 | 187,452 | $5.5M | 3.14% |
| 14 | MICROSOFT CORP | MSFT | 9,849 | $4.8M | 2.70% |
| 15 | AMAZON COM INC | AMZN | 17,134 | $4.0M | 2.25% |
| 16 | EXXON MOBIL CORP | XOM | 27,333 | $3.3M | 1.87% |
| 17 | PACER FDS TR | 69374H881 | 43,581 | $2.6M | 1.49% |
| 18 | ALPHABET INC | GOOG | 5,761 | $1.8M | 1.02% |
| 19 | BROADCOM INC | AVGO | 5,110 | $1.8M | 1.00% |
| 20 | NVIDIA CORPORATION | NVDA | 7,612 | $1.4M | 0.81% |
| 21 | PHILIP MORRIS INTL INC | 718172109 | 8,371 | $1.3M | 0.76% |
| 22 | ELI LILLY & CO | LLY | 1,199 | $1.3M | 0.73% |
| 23 | ALPHABET INC | GOOG | 3,827 | $1.2M | 0.68% |
| 24 | ISHARES GOLD TR | IAU | 14,068 | $1.1M | 0.65% |
| 25 | ISHARES SILVER TR | SLV | 17,583 | $1.1M | 0.64% |
| 26 | SPDR GOLD TR | GLD | 2,808 | $1.1M | 0.63% |
| 27 | SCHWAB STRATEGIC TR | 808524755 | 23,916 | $1.1M | 0.61% |
| 28 | CAPITAL GROUP INTERNATIONAL | 14021T102 | 32,231 | $1.0M | 0.59% |
| 29 | INVESCO QQQ TR | IVZ | 1,640 | $1.0M | 0.57% |
| 30 | PROCTER AND GAMBLE CO | 742718109 | 6,388 | $915,489 | 0.52% |
| 31 | GE AEROSPACE | 369604301 | 2,840 | $874,840 | 0.50% |
| 32 | GE VERNOVA INC | GEV | 1,306 | $853,564 | 0.48% |
| 33 | T ROWE PRICE ETF INC | 87283Q107 | 17,083 | $851,759 | 0.48% |
| 34 | JPMORGAN CHASE & CO. | VYLD | 2,604 | $839,150 | 0.48% |
| 35 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 2,491 | $756,993 | 0.43% |
| 36 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1 | $754,800 | 0.43% |
| 37 | CISCO SYS INC | CSCO | 9,734 | $749,790 | 0.43% |
| 38 | WALMART INC | WMT | 6,495 | $723,566 | 0.41% |
| 39 | VANGUARD WHITEHALL FDS | 921946810 | 7,530 | $688,617 | 0.39% |
| 40 | ISHARES INC | 46434G764 | 9,306 | $676,360 | 0.38% |
| 41 | TESLA INC | TSLA | 1,500 | $674,582 | 0.38% |
| 42 | CAPITAL GROUP CORE EQUITY ET | 14020V108 | 16,332 | $657,055 | 0.37% |
| 43 | COSTCO WHSL CORP NEW | 22160K105 | 751 | $647,617 | 0.37% |
| 44 | VANGUARD INDEX FDS | 922908629 | 2,204 | $639,644 | 0.36% |
| 45 | VERTIV HOLDINGS CO | VRT | 3,891 | $630,384 | 0.36% |
| 46 | CENTENE CORP DEL | CNC | 14,564 | $599,309 | 0.34% |
| 47 | UNITED RENTALS INC | URI | 729 | $589,705 | 0.33% |
| 48 | PROSHARES TR | 74348A467 | 5,558 | $578,448 | 0.33% |
| 49 | ALTRIA GROUP INC | MO | 10,025 | $578,042 | 0.33% |
| 50 | DBX ETF TR | 233051200 | 11,767 | $566,109 | 0.32% |
| 51 | ISHARES TR | 464287754 | 3,780 | $560,086 | 0.32% |
| 52 | INVESCO EXCH TRADED FD TR II | IVZ | 10,765 | $524,489 | 0.30% |
| 53 | PIMCO ETF TR | 72201R585 | 19,254 | $513,707 | 0.29% |
| 54 | INVESCO EXCHANGE TRADED FD T | IVZ | 3,685 | $510,164 | 0.29% |
| 55 | VANGUARD BD INDEX FDS | 921937819 | 5,649 | $439,976 | 0.25% |
| 56 | VANGUARD ADMIRAL FDS INC | 921932505 | 974 | $433,031 | 0.25% |
| 57 | CINCINNATI FINL CORP | 172062101 | 2,622 | $428,225 | 0.24% |
| 58 | ISHARES TR | 464287309 | 3,271 | $403,220 | 0.23% |
| 59 | CARDINAL HEALTH INC | CAH | 1,956 | $401,959 | 0.23% |
| 60 | NEXTERA ENERGY INC | NEE-PW | 4,670 | $374,908 | 0.21% |
| 61 | CONSTELLATION ENERGY CORP | CEG | 1,044 | $368,822 | 0.21% |
| 62 | J P MORGAN EXCHANGE TRADED F | 46641Q126 | 7,728 | $360,965 | 0.20% |
| 63 | VANGUARD INDEX FDS | 922908363 | 557 | $348,789 | 0.20% |
| 64 | AMPLIFY ETF TR | 032108102 | 4,340 | $323,091 | 0.18% |
| 65 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 642 | $322,701 | 0.18% |
| 66 | VISA INC | V | 919 | $322,304 | 0.18% |
| 67 | VANGUARD WORLD FD | 921910816 | 776 | $320,310 | 0.18% |
| 68 | VANGUARD WORLD FD | 92204A876 | 1,708 | $315,937 | 0.18% |
| 69 | SPDR SERIES TRUST | 78468R887 | 2,368 | $310,490 | 0.18% |
| 70 | ISHARES TR | 464288760 | 1,440 | $309,164 | 0.18% |
| 71 | CUMMINS INC | CMI | 597 | $304,506 | 0.17% |
| 72 | GENERAL MLS INC | 370334104 | 6,475 | $301,108 | 0.17% |
| 73 | UNITEDHEALTH GROUP INC | UNH | 910 | $300,400 | 0.17% |
| 74 | VANGUARD INTL EQUITY INDEX F | 922042858 | 5,515 | $296,486 | 0.17% |
| 75 | HUNTINGTON BANCSHARES INC | HBANP | 16,923 | $293,614 | 0.17% |
| 76 | MCKESSON CORP | MCK | 352 | $288,742 | 0.16% |
| 77 | BANK AMERICA CORP | 060505104 | 4,774 | $262,564 | 0.15% |
| 78 | MERCK & CO INC | MRK | 2,478 | $260,801 | 0.15% |
| 79 | COCA COLA CO | KO | 3,580 | $250,267 | 0.14% |
| 80 | VANGUARD MUN BD FDS | 922907712 | 3,310 | $250,137 | 0.14% |
| 81 | VANGUARD MALVERN FDS | 922020722 | 4,845 | $249,905 | 0.14% |
| 82 | VANGUARD MALVERN FDS | 922020748 | 3,205 | $249,653 | 0.14% |
| 83 | ISHARES TR | 464287770 | 2,693 | $248,427 | 0.14% |
| 84 | FIRST TR EXCHANGE-TRADED FD | 336917109 | 5,533 | $245,334 | 0.14% |
| 85 | T ROWE PRICE ETF INC | 87283Q404 | 5,408 | $243,183 | 0.14% |
| 86 | MONDELEZ INTL INC | 609207105 | 4,439 | $238,952 | 0.14% |
| 87 | INVESCO EXCH TRADED FD TR II | IVZ | 943 | $238,503 | 0.14% |
| 88 | INVESCO EXCHANGE TRADED FD T | IVZ | 3,951 | $225,760 | 0.13% |
| 89 | ISHARES BITCOIN TRUST ETF | IBIT | 4,525 | $224,667 | 0.13% |
| 90 | ISHARES TR | 464287523 | 736 | $221,624 | 0.13% |
| 91 | VANGUARD WORLD FD | 92204A801 | 1,045 | $216,888 | 0.12% |
| 92 | CATERPILLAR INC | CAT | 378 | $216,547 | 0.12% |
| 93 | CAPITAL GRP FIXED INCM ETF T | 14020Y508 | 7,737 | $205,192 | 0.12% |
| 94 | ACCENTURE PLC IRELAND | ACN | 762 | $204,447 | 0.12% |
| 95 | GORMAN RUPP CO | GRC | 4,256 | $203,222 | 0.12% |
| 96 | NORTHERN LTS FD TR IV | NTRSO | 4,640 | $200,482 | 0.11% |
| 97 | AGILON HEALTH INC | AGL | 32,550 | $22,417 | 0.01% |