SWS Partners
•CIK: 1731731•Filing: Q4 2025
**SWS Partners** manages $414M across a diversified portfolio of 115 positions. The fund exhibits significant exposure to broad market indices and technology leaders, with top holdings including IVV at $39.8M and GOOGL at $13.4M. Notable allocations also include SCHR ($16.2M) and IJH ($15.5M), suggesting a focus on established, large-cap growth and dividend-oriented strategies. This positioning reflects a systematic approach targeting core market appreciation across multiple sectors.
Total AUM
$414.3M
QoQ Performance
+1.1%
Positions
91
Top 10 Concentration
34.8%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
IVV9.6%
SCHR3.9%
IJH3.7%
GOOGL3.2%
IDUB3.2%
SPYD2.6%
NVDA2.4%
OSCV2.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other68.2%
ETF9.6%
Technology9.4%
Consumer3.7%
Financial3.5%
Healthcare3.1%
Utilities1.0%
Energy0.6%
🚪 Exited Positionssold since Q3 2025
+2 more exited positions
Changes from Q3 2025
NEW1 new position
↑63 increased
↓46 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023