Swisher Financial Concepts, Inc.

CIK 0001947503 • 6 13F filings • Apr 9, 2025 – Aug 6, 2026

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Filer information

Filed by: Swisher Financial Concepts, Inc., Filing Agent
Address: 612 OFFICE PARKWAY, SUITE B, WESTERVILLE, OH, 43082
Phone: 401-466-6010
AUM: $176.1M

AUM over time

$158.8M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $176.1M97 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$6.4M	3.7%Prev: 4.1%	51,373 SH	Decreased-32 SH
ABBVIE INC	COM	$11.9M	6.7%Prev: 7.2%	51,866 SH	Decreased-29 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$204K	0.1%	762 SH	New
AGILON HEALTH INC	COM	$22K	0.0%Prev: 0.0%	32,550 SH	Decreased
ALPHABET INC	CAP STK CL A	$1.8M	1.0%Prev: 0.9%	5,761 SH	Increased-585 SH
ALPHABET INC	CAP STK CL C	$1.2M	0.7%Prev: 0.6%	3,827 SH	Increased
ALTRIA GROUP INC	COM	$578K	0.3%Prev: 0.4%	10,025 SH	Decreased
AMAZON COM INC	COM	$4.0M	2.2%Prev: 2.4%	17,134 SH	Decreased-915 SH
AMPLIFY ETF TR	ONLIN RETL ETF	$323K	0.2%Prev: 0.2%	4,340 SH	Decreased-306 SH
APPLE INC	COM	$6.8M	3.8%Prev: 3.9%	24,906 SH	Increased-926 SH
BANK AMERICA CORP	COM	$263K	0.1%Prev: 0.1%	4,774 SH	Increased+4 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$755K	0.4%Prev: 0.5%	1 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$323K	0.2%Prev: 0.2%	642 SH	Decreased-2 SH
BROADCOM INC	COM	$1.8M	1.0%Prev: 1.0%	5,110 SH	Increased-198 SH
CAPITAL GROUP CORE EQUITY ET	SHS CREATION UNI	$657K	0.4%Prev: 0.4%	16,332 SH	Decreased-857 SH
CAPITAL GROUP DIVIDEND GROWE	SHS ETF	$7.4M	4.2%Prev: 4.1%	208,776 SH	Increased+13,039 SH
CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$11.8M	6.7%Prev: 6.6%	270,859 SH	Increased+8,267 SH
CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$8.4M	4.8%Prev: 4.8%	189,932 SH	Increased+8,881 SH
CAPITAL GROUP INTERNATIONAL	SHS	$1.0M	0.6%Prev: 0.6%	32,231 SH	Increased-459 SH
CAPITAL GROUP INTL FOCUS EQT	SHS CREATION UNI	$5.5M	3.1%Prev: 3.2%	187,452 SH	Increased+8,182 SH
CAPITAL GRP FIXED INCM ETF T	CORE BOND ETF	$205K	0.1%Prev: 0.1%	7,737 SH	Decreased+9 SH
CAPITAL GRP FIXED INCM ETF T	CORE PLUS INCM	$6.6M	3.7%Prev: 3.7%	290,036 SH	Increased+14,986 SH
CAPITAL GRP FIXED INCM ETF T	US MULTI-SECTOR	$6.8M	3.9%Prev: 3.9%	247,742 SH	Increased+12,925 SH
CARDINAL HEALTH INC	COM	$402K	0.2%Prev: 0.2%	1,956 SH	Increased
CATERPILLAR INC	COM	$217K	0.1%	378 SH	New
CENTENE CORP DEL	COM	$599K	0.3%Prev: 0.3%	14,564 SH	Increased+1,566 SH
CINCINNATI FINL CORP	COM	$428K	0.2%Prev: 0.2%	2,622 SH	Increased
CISCO SYS INC	COM	$750K	0.4%Prev: 0.4%	9,734 SH	Increased+26 SH
COCA COLA CO	COM	$250K	0.1%Prev: 0.1%	3,580 SH	Increased+28 SH
CONSTELLATION ENERGY CORP	COM	$369K	0.2%Prev: 0.2%	1,044 SH	Increased-43 SH
COSTCO WHSL CORP NEW	COM	$648K	0.4%Prev: 0.4%	751 SH	Decreased+21 SH
CUMMINS INC	COM	$305K	0.2%Prev: 0.2%	597 SH	Increased+1 SH
DBX ETF TR	XTRACK MSCI EAFE	$566K	0.3%Prev: 0.3%	11,767 SH	Increased
ELI LILLY & CO	COM	$1.3M	0.7%Prev: 0.6%	1,199 SH	Increased-20 SH
EXXON MOBIL CORP	COM	$3.3M	1.9%Prev: 1.8%	27,333 SH	Increased+78 SH
FIRST TR EXCHANGE-TRADED FD	SHS	$245K	0.1%Prev: 0.1%	5,533 SH	Increased
GE AEROSPACE	COM NEW	$875K	0.5%Prev: 0.5%	2,840 SH	Increased
GE VERNOVA INC	COM	$854K	0.5%Prev: 0.5%	1,306 SH	Increased+42 SH
GENERAL MLS INC	COM	$301K	0.2%Prev: 0.2%	6,475 SH	Decreased
GORMAN RUPP CO	COM	$203K	0.1%	4,256 SH	New
HUNTINGTON BANCSHARES INC	COM	$294K	0.2%	16,923 SH	New
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$239K	0.1%Prev: 0.1%	943 SH	Decreased-64 SH
INVESCO EXCH TRADED FD TR II	S&P SMALLCAP 600	$524K	0.3%Prev: 0.3%	10,765 SH	Decreased-854 SH
INVESCO EXCHANGE TRADED FD T	S&P MDCP MOMNTUM	$510K	0.3%Prev: 0.3%	3,685 SH	Increased+125 SH
INVESCO EXCHANGE TRADED FD T	S&P SMCP VLU MNT	$226K	0.1%Prev: 0.1%	3,951 SH	Increased
INVESCO QQQ TR	UNIT SER 1	$1.0M	0.6%Prev: 0.6%	1,640 SH	Increased-20 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$225K	0.1%Prev: 0.2%	4,525 SH	Decreased-354 SH
ISHARES GOLD TR	ISHARES NEW	$1.1M	0.6%Prev: 0.6%	14,068 SH	Increased+1,009 SH
ISHARES INC	MSCI EMRG CHN	$676K	0.4%Prev: 0.4%	9,306 SH	Increased-235 SH
ISHARES INC	MSCI EQUAL WEITE	$8.8M	5.0%Prev: 5.0%	85,453 SH	Increased+4,869 SH
ISHARES SILVER TR	ISHARES	$1.1M	0.6%Prev: 0.4%	17,583 SH	Increased+378 SH
ISHARES TR	ISHARES SEMICDTR	$222K	0.1%	736 SH	New
ISHARES TR	S&P 500 GRWT ETF	$403K	0.2%Prev: 0.2%	3,271 SH	Increased+23 SH
ISHARES TR	U.S. FIN SVC ETF	$248K	0.1%Prev: 0.1%	2,693 SH	Increased
ISHARES TR	US AER DEF ETF	$309K	0.2%Prev: 0.2%	1,440 SH	Decreased-40 SH
ISHARES TR	US INDUSTRIALS	$560K	0.3%Prev: 0.3%	3,780 SH	Decreased-86 SH
J P MORGAN EXCHANGE TRADED F	REALTY INCOME ET	$361K	0.2%Prev: 0.2%	7,728 SH	Decreased+14 SH
JPMORGAN CHASE & CO.	COM	$839K	0.5%Prev: 0.5%	2,604 SH	Increased-30 SH
MCKESSON CORP	COM	$289K	0.2%Prev: 0.2%	352 SH	Increased
MERCK & CO INC	COM	$261K	0.1%	2,478 SH	New
MICROSOFT CORP	COM	$4.8M	2.7%Prev: 3.2%	9,849 SH	Decreased-356 SH
MONDELEZ INTL INC	CL A	$239K	0.1%Prev: 0.2%	4,439 SH	Decreased
NEXTERA ENERGY INC	COM	$375K	0.2%Prev: 0.2%	4,670 SH	Increased
NORTHERN LTS FD TR IV	INSPIRE GBL HOPE	$200K	0.1%	4,640 SH	New
NVIDIA CORPORATION	COM	$1.4M	0.8%Prev: 0.8%	7,612 SH	Increased+256 SH
PACER FDS TR	US CASH COWS 100	$2.6M	1.5%Prev: 1.6%	43,581 SH	Decreased-2,544 SH
PHILIP MORRIS INTL INC	COM	$1.3M	0.8%Prev: 0.8%	8,371 SH	Decreased
PIMCO ETF TR	MULTISECTOR BD	$514K	0.3%	19,254 SH	New
PROCTER AND GAMBLE CO	COM	$915K	0.5%Prev: 0.6%	6,388 SH	Decreased-59 SH
PROSHARES TR	S&P 500 DV ARIST	$578K	0.3%Prev: 0.3%	5,558 SH	Increased-24 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$1.1M	0.6%Prev: 0.6%	23,916 SH	Increased-730 SH
SPDR GOLD TR	GOLD SHS	$1.1M	0.6%Prev: 0.6%	2,808 SH	Increased+2 SH
SPDR SERIES TRUST	STATE STREET SPD	$310K	0.2%	2,368 SH	New
T ROWE PRICE ETF INC	PRICE BLUE CHIP	$852K	0.5%Prev: 0.5%	17,083 SH	Increased+338 SH
T ROWE PRICE ETF INC	PRICE DIV GRWT	$243K	0.1%Prev: 0.2%	5,408 SH	Decreased-1,099 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$757K	0.4%Prev: 0.4%	2,491 SH	Increased-11 SH
TESLA INC	COM	$675K	0.4%Prev: 0.4%	1,500 SH	Decreased-126 SH
UNITED RENTALS INC	COM	$590K	0.3%Prev: 0.4%	729 SH	Decreased
UNITEDHEALTH GROUP INC	COM	$300K	0.2%Prev: 0.2%	910 SH	Decreased-15 SH
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$433K	0.2%	974 SH	New
VANGUARD BD INDEX FDS	INTERMED TERM	$440K	0.2%Prev: 0.2%	5,649 SH	Increased+1,038 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$7.1M	4.0%Prev: 4.1%	95,891 SH	Increased+5,007 SH
VANGUARD INDEX FDS	MID CAP ETF	$640K	0.4%Prev: 0.4%	2,204 SH	Decreased-20 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$349K	0.2%Prev: 0.2%	557 SH	Decreased-16 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$15.6M	8.8%Prev: 8.9%	46,452 SH	Increased+1,364 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$296K	0.2%Prev: 0.2%	5,515 SH	Decreased-397 SH
VANGUARD MALVERN FDS	CORE BD ETF	$250K	0.1%	3,205 SH	New
VANGUARD MALVERN FDS	MULTI SECTOR	$250K	0.1%	4,845 SH	New
VANGUARD MUN BD FDS	CORE TAX EXEMPT	$250K	0.1%	3,310 SH	New
VANGUARD STAR FDS	VG TL INTL STK F	$13.7M	7.8%Prev: 7.6%	182,041 SH	Increased+8,394 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$689K	0.4%Prev: 0.4%	7,530 SH	Increased-71 SH
VANGUARD WORLD FD	MATERIALS ETF	$217K	0.1%Prev: 0.1%	1,045 SH	Decreased-17 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$320K	0.2%Prev: 0.2%	776 SH	Increased
VANGUARD WORLD FD	UTILITIES ETF	$316K	0.2%Prev: 0.2%	1,708 SH	Decreased+4 SH
VERTIV HOLDINGS CO	COM CL A	$630K	0.4%Prev: 0.4%	3,891 SH	Increased-22 SH
VISA INC	COM CL A	$322K	0.2%Prev: 0.2%	919 SH	Increased
WALMART INC	COM	$724K	0.4%Prev: 0.4%	6,495 SH	Increased+22 SH

Sold (vs prior filing)

AMPLIFY ETF TR — $215K
ARK ETF TR — $211K
ORACLE CORP — $218K
SPDR SERIES TRUST — $293K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 10, 2026	Q4 2025	13F-HR	0002063364-26-000066	$176.1M	View
Oct 20, 2025	Q3 2025	13F-HR	0002063364-25-000234	$166.8M	View
Aug 6, 2026	Q2 2026