Swisher Financial Concepts, Inc.
•CIK: 1947503•Filing: Q4 2025
**Swisher Financial Concepts, Inc.** manages $176M across a diversified portfolio of 97 holdings. The strategy exhibits significant core exposure to broad market indices, notably VTI ($15.6M) and VXUS ($13.7M). Further allocations target defensive and sector-specific opportunities, highlighted by substantial positions in ABBV ($11.9M) and CGDV ($11.8M). The top ten holdings represent a concentrated view across US equities, international exposure, and fixed income.
Total AUM
$176.1M
QoQ Performance
+5.6%
Positions
79
Top 10 Concentration
55.9%
Latest Filing
Q4 2025
Top Holdings Allocation
VTI
VXUS
ABBV
CGDV
EUSA
VTI8.8%
VXUS7.8%
ABBV6.7%
CGDV6.7%
EUSA5.0%
CGGR4.8%
CGDG4.2%
BND4.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other69.6%
Healthcare11.4%
Technology10.6%
Consumer3.4%
Energy1.9%
Financial1.4%
Industrial0.6%
Consumer Staples0.6%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW12 new positions
↑31 increased
↓35 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023