SWS Partners
All 13F Filings
- Location
- Columbus, OH
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 414,257
- Description
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- Website
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- Founded
- —
- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| Q4 2025 | 1/16/2026 | 115 | 414,257 | 13F-HR | SWS Partners |
| Q3 2025 | 10/16/2025 | 121 | 409,700 | 13F-HR | SWS Partners |
| Q2 2025 | 7/17/2025 | 118 | 370,612 | 13F-HR | SWS Partners |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 305.6 K | 73.8% | 2.245 K | 0 | 2.245 K |
| ETFs | 105 K | 25.4% | 2.28 K | 0 | 2.28 K |
| Other | 3.657 K | 0.9% | 32 | 0 | 32 |
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Fund Snapshot
Q4 2025
Latest filed
1/16/2026
Total value ($000)
414,257
Holdings
115
QoQ value change ($000)
4,557
(1.1%)
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.