SWMG, LLC
All 13F Filings
- Location
- Fort Worth, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 424,460
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 | 7/15/2026 | 100 | 424,460 | 13F-HR | SWMG, LLC |
| Q1 2026 | 4/24/2026 | 120 | 350,181 | 13F-HR | SWMG, LLC |
| Q4 2025 | 2/10/2026 | 120 | 360,212 | 13F-HR | SWMG, LLC |
| Q3 2025 | 10/24/2025 | 110 | 330,705 | 13F-HR | SWMG, LLC |
| Q2 2025 | 7/29/2025 | 122 | 297,388 | 13F-HR | SWMG, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 17.04 K | 4.0% | 0 | 10.77 K | -10.77 K |
| ETFs | 407.4 K | 96.0% | 85.04 K | 0 | 85.04 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/15/2026
Total value ($000)
424,460
Holdings
100
QoQ value change ($000)
74,279
(21.2%)
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.