Swisher Financial Concepts, Inc.

Q2 2026 13F-HR Holdings

Location
Westerville, OH
Holdings as of
6/30/2026
Date filed
8/6/2026
Form type
13F-HR
Num holdings
107
Total value ($000)
$158,761
Net value change ($000)
-19,973 (-11.2%)
New positions
10
Sold out positions
4
Turnover %
1.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/16/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
VTI 2,341 15.2%
VXUS 1,425 9.7%
EUSA 1,030 12.1%
CGGR 946 12.5%
CGDV 671 5.7%
CGIC 475 10.6%
CNC 445 93.3%
AMD 304 NEW
CGDG 297 3.7%
VOOG 282 45.9%
Top Reduces (Value $000, Stocks/ETFs)
AAPL -3,134 -49.2%
XOM -1,735 -37.3%
MSFT -1,636 -42.7%
AMZN -1,405 -37.6%
PM -1,390 -99.7%
ABT -1,221 -23.1%
COWZ -1,081 -40.1%
CGXU -827 -34.0%
SLV -803 -66.5%
GLD -705 -59.7%
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