Swisher Financial Concepts, Inc.
All 13F Filings
- Location
- Westerville, OH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 158,761
- 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 | 8/6/2026 | 107 | 158,761 | 13F-HR | Swisher Financial Concepts, Inc. |
| Q1 2026 | 4/16/2026 | 102 | 178,734 | 13F-HR | Swisher Financial Concepts, Inc. |
| Q4 2025 | 2/10/2026 | 97 | 176,137 | 13F-HR | Swisher Financial Concepts, Inc. |
| Q3 2025 | 10/20/2025 | 88 | 166,824 | 13F-HR | Swisher Financial Concepts, Inc. |
| Q2 2025 | 7/16/2025 | 90 | 154,912 | 13F-HR | Swisher Financial Concepts, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 64.59 K | 40.7% | 0 | 18.02 K | -18.02 K |
| ETFs | 94.17 K | 59.3% | 0 | 1.756 K | -1.756 K |
| Debt | 0 | 0.0% | 0 | 203 | -203 |
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Fund Snapshot
Q2 2026
Latest filed
8/6/2026
Total value ($000)
158,761
Holdings
107
QoQ value change ($000)
-19,973
(-11.2%)
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.