Ground Swell Capital, LLC

All 13F Filings

Location
Folly Beach, SC
Most recent 13F
Q2 2026
Holdings value ($000)
92,582
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/5/2026 145 92,582 13F-HR Ground Swell Capital, LLC
Q1 2026 4/21/2026 122 50,685 13F-HR Ground Swell Capital, LLC
Q4 2025 2/4/2026 87 48,591 13F-HR Ground Swell Capital, LLC
Q3 2025 11/6/2025 131 45,716 13F-HR Ground Swell Capital, LLC
Q2 2025 7/31/2025 141 62,971 13F-HR Ground Swell Capital, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 39.69 K 42.9% 16.23 K 0 16.23 K
ETFs 52.82 K 57.1% 25.63 K 0 25.63 K
Other 0 0.0% 0 5 -5
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Fund Snapshot

Q2 2026
Latest filed
8/5/2026
Total value ($000)
92,582
Holdings
145
QoQ value change ($000)
41,897 (82.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.