Swisher Financial Concepts, Inc.

Q4 2025 13F-HR Holdings

Location
Westerville, OH
Holdings as of
12/31/2025
Date filed
2/10/2026
Form type
13F-HR
Num holdings
97
Total value ($000)
$176,137
Net value change ($000)
+9,313 (5.6%)
New positions
12
Sold out positions
3
Turnover %
2.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/20/2025 Next filing: 4/16/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VXUS 977 7.7%
CGDV 783 7.1%
VTI 778 5.3%
CGDG 659 9.7%
EUSA 535 6.4%
PYLD 514 NEW
CGGR 494 6.2%
VOOG 433 NEW
SLV 404 55.4%
LLY 359 38.6%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -523 -9.9%
ABT -448 -6.5%
ORCL -218 -100.0%
HACK -215 -100.0%
ARKK -211 -100.0%
ABBV -165 -1.4%
URI -105 -15.1%
IBIT -92 -29.0%
MO -84 -12.7%
PG -76 -7.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type