SWS Partners
All 13F Filings
- Location
- Columbus, OH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 463,021
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/3/2026 | 108 | 463,021 | 13F-HR | SWS Partners |
| Q1 2026 | 4/21/2026 | 112 | 405,427 | 13F-HR | SWS Partners |
| 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 | 271.9 K | 58.7% | 49.94 K | 0 | 49.94 K |
| ETFs | 191.2 K | 41.3% | 7.649 K | 0 | 7.649 K |
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Fund Snapshot
Q2 2026
Latest filed
8/3/2026
Total value ($000)
463,021
Holdings
108
QoQ value change ($000)
57,594
(14.2%)
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.