Institutional Fund
Swisher Financial Concepts, Inc.
Westerville, OHCIK 19475035 filings on record
Portfolio Value
$178.73M
Q1 2026
Holdings
102
Reported positions
New Buys
9
Opened this quarter
QoQ Change
+1.5%
from $176.14M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds8.6%
- Vanguard Star Fds8.2%
- Capital Group Dividend Value6.6%
- Abbvie Inc6.3%
- Ishares Inc4.8%
- Capital Group Dividend Growe4.5%
- Other61.1%
Portfolio Holdings
102 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 48.0K | $15.38M | 8.6% | +1.5K | Added |
| 2 | Vanguard Star Fds | 190.3K | $14.67M | 8.2% | +8.2K | Added |
| 3 | Capital Group Dividend Value | 275.5K | $11.72M | 6.6% | +4.7K | Added |
| 4 | Abbvie Inc | 51.9K | $11.29M | 6.3% | +23 | Added |
| 5 | Ishares Inc | 83.7K | $8.52M | 4.8% | −1.8K | Reduced |
| 6 | Capital Group Dividend Growe | 222.4K | $7.98M | 4.5% | +13.6K | Added |
| 7 | Vanguard Bd Index Fds | 108.0K | $7.95M | 4.5% | +12.1K | Added |
| 8 | Capital Group Growth ETF | 188.9K | $7.59M | 4.2% | −1.0K | Reduced |
| 9 | Capital Grp Fixed Incm ETF T | 277.5K | $7.56M | 4.2% | +29.7K | Added |
| 10 | Capital Grp Fixed Incm ETF T | 322.1K | $7.19M | 4.0% | +32.0K | Added |
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