Institutional Manager · CIK 0001731731
SWS Partners
COLUMBUS, OH · File #028-18639
Latest AUM
$414.3M
Positions
115
Top-10 Concentration
45.7%
Filings
15
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025115 pos · $414.3M
- 13F HOLDINGS REPORTQ/E Sep 2025121 pos · $409.7M
- 13F HOLDINGS REPORTQ/E Jun 2025118 pos · $370.6M
- 13F HOLDINGS REPORT (Amended)Q/E Mar 2025109 pos · $304.7M
- 13F HOLDINGS REPORTQ/E Mar 2025117 pos · $330.2M
- 13F HOLDINGS REPORTQ/E Dec 2024118 pos · $330.2M
- 13F HOLDINGS REPORTQ/E Sep 2024116 pos · $313.9M
- 13F HOLDINGS REPORTQ/E Jun 2024312 pos · $334.5M
- 13F HOLDINGS REPORTQ/E Mar 2024114 pos · $334.5M
- 13F HOLDINGS REPORTQ/E Dec 2023115 pos · $270.5M
- 13F HOLDINGS REPORT (Amended)Q/E Sep 2023113 pos · $277.2M
- 13F HOLDINGS REPORT (Amended)Q/E Sep 202385 pos · $246.8M
- 13F HOLDINGS REPORTQ/E Sep 2023156 pos · $278.7M
- 13F HOLDINGS REPORTQ/E Jun 2023117 pos · $268.6M
- 13F HOLDINGS REPORTQ/E Mar 202380 pos · $210,850
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287200 | 58,134 | $39.8M | 12.63% |
| 2 | SCHWAB STRATEGIC TR | 808524854 | 646,305 | $16.2M | 5.14% |
| 3 | ISHARES TR | 464287507 | 234,134 | $15.5M | 4.90% |
| 4 | ALPHABET INC | GOOG | 42,875 | $13.4M | 4.25% |
| 5 | ETF SER SOLUTIONS | 26922B709 | 538,945 | $13.1M | 4.16% |
| 6 | SPDR SERIES TRUST | 78468R788 | 246,215 | $10.6M | 3.38% |
| 7 | NVIDIA CORPORATION | NVDA | 53,506 | $10.0M | 3.16% |
| 8 | ETF SER SOLUTIONS | 26922A446 | 237,460 | $8.8M | 2.79% |
| 9 | PURECYCLE TECHNOLOGIES INC | PCTTW | 988,463 | $8.5M | 2.69% |
| 10 | SCHWAB STRATEGIC TR | 808524201 | 299,561 | $8.1M | 2.56% |
| 11 | GUARDANT HEALTH INC | GH | 77,209 | $7.9M | 2.50% |
| 12 | VANGUARD SCOTTSDALE FDS | 92206C771 | 158,572 | $7.5M | 2.37% |
| 13 | NATERA INC | NTRA | 28,976 | $6.6M | 2.10% |
| 14 | AMBARELLA INC | AMBA | 89,191 | $6.3M | 2.00% |
| 15 | MARVELL TECHNOLOGY INC | MRVL | 71,467 | $6.1M | 1.93% |
| 16 | GLOBAL X FDS | 37954Y657 | 301,078 | $5.7M | 1.81% |
| 17 | VANGUARD INTL EQUITY INDEX F | 922042858 | 104,126 | $5.6M | 1.77% |
| 18 | SCHWAB STRATEGIC TR | 808524805 | 208,613 | $5.0M | 1.59% |
| 19 | BLOCK INC | BSQKZ | 74,247 | $4.8M | 1.53% |
| 20 | JPMORGAN CHASE & CO. | VYLD | 14,773 | $4.8M | 1.51% |