Swisher Financial Concepts, Inc.
All 13F Filings
- Location
- Westerville, OH
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 178,734
- Description
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- Website
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- Founded
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- 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 |
|---|---|---|---|---|---|
| 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 | 82.61 K | 46.2% | 0 | 79.11 K | -79.11 K |
| ETFs | 95.92 K | 53.7% | 81.71 K | 0 | 81.71 K |
| Debt | 203 | 0.1% | 0 | 2 | -2 |
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Fund Snapshot
Q1 2026
Latest filed
4/16/2026
Total value ($000)
178,734
Holdings
102
QoQ value change ($000)
2,597
(1.5%)
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.