SWMG, LLC
All 13F Filings
- Location
- Fort Worth, TX
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 360,212
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 144.7 K | 40.2% | 9.188 K | 0 | 9.188 K |
| ETFs | 210.5 K | 58.4% | 21.06 K | 0 | 21.06 K |
| Other | 5.027 K | 1.4% | 0 | 739 | -739 |
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Fund Snapshot
Q4 2025
Latest filed
2/10/2026
Total value ($000)
360,212
Holdings
120
QoQ value change ($000)
29,507
(8.9%)
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.