Institutional Fund
Sws Partners
Columbus, OHCIK 17317316 filings on record
Portfolio Value
$405.43M
Q1 2026
Holdings
112
Reported positions
New Buys
2
Opened this quarter
QoQ Change
-2.1%
from $414.26M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr9.7%
- Schwab Strategic Tr4.4%
- Ishares Tr3.9%
- ETF Ser Solutions3.3%
- Nvidia Corporation3.2%
- Spdr Series Trust2.7%
- Other72.8%
Portfolio Holdings
112 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 60.2K | $39.30M | 9.7% | +2.0K | Added |
| 2 | Schwab Strategic Tr | 718.9K | $17.91M | 4.4% | +72.6K | Added |
| 3 | Ishares Tr | 233.5K | $15.77M | 3.9% | −639 | Reduced |
| 4 | ETF Ser Solutions | 546.1K | $13.47M | 3.3% | +7.2K | Added |
| 5 | Nvidia Corporation | 73.5K | $12.83M | 3.2% | +20.0K | Added |
| 6 | Spdr Series Trust | 242.0K | $11.02M | 2.7% | −4.2K | Reduced |
| 7 | Alphabet Inc | 35.7K | $10.25M | 2.5% | −7.2K | Reduced |
| 8 | ETF Ser Solutions | 231.1K | $9.12M | 2.2% | −6.3K | Reduced |
| 9 | Vanguard Scottsdale Fds | 180.9K | $8.49M | 2.1% | +22.3K | Added |
| 10 | Guardant Health Inc | 79.5K | $7.34M | 1.8% | +2.3K | Added |
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