SWS Partners

CIK 0001731731 • 7 13F filings • May 19, 2025 – Aug 3, 2026

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Filer information

Filed by: SWS Partners, Compliance Consultant
Address: 230 WEST STREET, SUITE 500, COLUMBUS, OH, 43201
Phone: 8594021511
AUM: $414.3M

AUM over time

$463.0M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationEnergyReal EstateOther

Holdings by filing

Portfolio value: $414.3M113 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$2.3M	0.6%Prev: 0.7%	18,581 SH	Decreased-1,838 SH
ABBVIE INC	COM	$2.7M	0.7%Prev: 0.7%	11,817 SH	Decreased-1,180 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$3.2M	0.8%Prev: 0.6%	11,838 SH	Increased+1,376 SH
ALPHABET INC	CAP STK CL A	$13.4M	3.2%Prev: 2.1%	42,875 SH	Increased+8,156 SH
AMAZON COM INC	COM	$3.2M	0.8%Prev: 0.8%	14,056 SH	Increased-471 SH
AMBARELLA INC	SHS	$6.3M	1.5%Prev: 1.5%	89,191 SH	Increased+12,774 SH
AMERICAN TOWER CORP NEW	COM	$1.7M	0.4%Prev: 0.4%	9,530 SH	Increased-77,250 SH
AMGEN INC	COM	$305K	0.1%Prev: 0.1%	933 SH	Increased+1 SH
AMPHENOL CORP NEW	CL A	$3.3M	0.8%Prev: 0.8%	24,193 SH	Decreased-2,474 SH
APPLE INC	COM	$727K	0.2%Prev: 0.2%	2,672 SH	Increased+95 SH
ARGENX SE	SPONSORED ADR	$2.3M	0.5%Prev: 0.6%	2,696 SH	Decreased-623 SH
ARISTA NETWORKS INC	COM SHS	$2.9M	0.7%Prev: 0.8%	21,941 SH	Decreased-52 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.6M	0.4%Prev: 0.3%	3,174 SH	Increased+823 SH
BLACKROCK INC	COM	$3.1M	0.7%Prev: 0.9%	2,888 SH	Decreased-199 SH
BLOCK INC	CL A	$4.8M	1.2%Prev: 0.8%	74,247 SH	Increased+30,515 SH
CAPRI HOLDINGS LIMITED	SHS	$3.1M	0.7%Prev: 0.6%	126,330 SH	Increased-37 SH
CELSIUS HLDGS INC	COM NEW	$2.8M	0.7%Prev: 0.5%	60,750 SH	Increased+23,207 SH
CIENA CORP	COM NEW	$4.0M	1.0%Prev: 0.7%	17,075 SH	Increased-2,784 SH
CISCO SYS INC	COM	$2.1M	0.5%Prev: 0.5%	27,723 SH	Increased-1,118 SH
CITIGROUP INC	COM NEW	$812K	0.2%Prev: 0.2%	6,960 SH	Increased-97 SH
CLOUDFLARE INC	CL A COM	$3.3M	0.8%Prev: 0.9%	16,631 SH	Decreased-75 SH
CONSOLIDATED EDISON INC	COM	$2.2M	0.5%Prev: 0.4%	21,888 SH	Increased+4,200 SH
CONSTELLATION BRANDS INC	CL A	$1.1M	0.3%Prev: 0.2%	76,923 SH	Increased+70,190 SH
CORNING INC	COM	$3.9M	0.9%Prev: 1.1%	44,677 SH	Decreased-11,083 SH
CUMMINS INC	COM	$280K	0.1%Prev: 0.1%	546 SH	Increased
DBX ETF TR	XTRACK MSCI EAFE	$3.9M	0.9%Prev: 0.9%	1,254,423 SH	Increased+1,125,141 SH
DEXCOM INC	COM	$3.7M	0.9%Prev: 0.6%	55,560 SH	Increased+17,458 SH
DISNEY WALT CO	COM	$2.2M	0.5%Prev: 0.5%	187,823 SH	Increased+170,854 SH
DOMINOS PIZZA INC	COM	$2.2M	0.5%Prev: 0.5%	5,298 SH	Increased+386 SH
DUKE ENERGY CORP NEW	COM NEW	$2.0M	0.5%Prev: 0.5%	17,310 SH	Decreased+550 SH
EATON CORP PLC	SHS	$2.8M	0.7%Prev: 0.9%	8,882 SH	Decreased-714 SH
ELI LILLY & CO	COM	$2.4M	0.6%	2,223 SH	New
ETF SER SOLUTIONS	APTUS DEFINED	$4.5M	1.1%Prev: 1.1%	159,036 SH	Increased+6,441 SH
ETF SER SOLUTIONS	APTUS INT ENH YL	$13.1M	3.2%Prev: 3.0%	538,945 SH	Increased+13,122 SH
ETF SER SOLUTIONS	OPUS SML CP VL	$8.8M	2.1%Prev: 2.1%	237,460 SH	Increased+9,041 SH
EXXON MOBIL CORP	COM	$392K	0.1%Prev: 0.1%	3,260 SH	Increased+27 SH
FIDELITY NATIONAL FINANCIAL	COM SHS	$2.6M	0.6%Prev: 0.7%	483,645 SH	Decreased+435,281 SH
GENERAL DYNAMICS CORP	COM	$2.8M	0.7%Prev: 0.8%	8,445 SH	Decreased-583 SH
GLOBAL X FDS	US PFD ETF	$5.7M	1.4%Prev: 1.4%	301,078 SH	Increased+7,401 SH
GODADDY INC	CL A	$1.7M	0.4%Prev: 0.3%	13,624 SH	Increased+4,201 SH
GRACO INC	COM	$2.4M	0.6%Prev: 0.6%	28,907 SH	Increased+1,984 SH
GUARDANT HEALTH INC	COM	$7.9M	1.9%Prev: 1.4%	77,209 SH	Increased-17,347 SH
ILLINOIS TOOL WKS INC	COM	$525K	0.1%Prev: 0.1%	2,118 SH	Decreased+12 SH
INTUIT	COM	$2.5M	0.6%Prev: 0.5%	3,769 SH	Increased+804 SH
ISHARES TR	BROAD USD HIGH	$3.7M	0.9%Prev: 0.9%	97,805 SH	Increased+1,861 SH
ISHARES TR	CORE MSCI TOTAL	$913K	0.2%Prev: 0.2%	10,789 SH	Increased-197 SH
ISHARES TR	CORE S&P MCP ETF	$15.5M	3.7%Prev: 3.6%	234,134 SH	Increased+6,521 SH
ISHARES TR	CORE S&P SCP ETF	$1.7M	0.4%Prev: 0.4%	14,530 SH	Increased-49 SH
ISHARES TR	CORE S&P500 ETF	$39.8M	9.6%Prev: 9.4%	58,134 SH	Increased+773 SH
ISHARES TR	IBOXX HI YD ETF	$1.3M	0.3%Prev: 0.3%	15,710 SH	Increased+268 SH
ISHARES TR	INTL SEL DIV ETF	$422K	0.1%Prev: 0.1%	10,705 SH	Increased-168 SH
ISHARES TR	ISHS 5-10YR INVT	$3.7M	0.9%Prev: 0.9%	67,871 SH	Increased+751 SH
ISHARES TR	MBS ETF	$765K	0.2%Prev: 0.2%	8,038 SH	Increased+4 SH
ISHARES TR	NATIONAL MUN ETF	$2.3M	0.5%Prev: 0.5%	210,278 SH	Increased+189,383 SH
JPMORGAN CHASE & CO.	COM	$4.8M	1.1%Prev: 1.1%	14,773 SH	Increased+683 SH
KIMBERLY-CLARK CORP	COM	$988K	0.2%Prev: 0.3%	9,653 SH	Decreased-1,203 SH
LAMAR ADVERTISING CO NEW	CL A	$2.0M	0.5%Prev: 0.4%	15,646 SH	Increased+1,502 SH
MARATHON PETE CORP	COM	$2.2M	0.5%Prev: 0.7%	13,277 SH	Decreased-1,142 SH
MARINEMAX INC	COM	$688K	0.2%Prev: 0.1%	28,392 SH	Increased+5,423 SH
MARVELL TECHNOLOGY INC	COM	$6.1M	1.5%Prev: 1.5%	71,467 SH	Increased-169 SH
MERCADOLIBRE INC	COM	$4.4M	1.1%Prev: 1.3%	2,197 SH	Decreased-11 SH
MERCK & CO INC	COM	$2.0M	0.5%Prev: 0.4%	19,305 SH	Increased-1,612 SH
META PLATFORMS INC	CL A	$3.0M	0.7%Prev: 0.8%	4,568 SH	Decreased+49 SH
METLIFE INC	COM	$2.9M	0.7%Prev: 0.7%	37,361 SH	Increased+3,810 SH
MICRON TECHNOLOGY INC	COM	$4.7M	1.1%Prev: 1.0%	16,328 SH	Increased-7,317 SH
MICROSOFT CORP	COM	$1.3M	0.3%Prev: 0.3%	2,650 SH	Decreased+27 SH
MONDAY COM LTD	SHS	$2.4M	0.6%Prev: 0.3%	16,215 SH	Increased+10,043 SH
MP MATERIALS CORP	COM CL A	$4.2M	1.0%Prev: 1.5%	84,080 SH	Decreased-5,351 SH
NATERA INC	COM	$6.6M	1.6%Prev: 1.8%	28,976 SH	Decreased-18,061 SH
NIKE INC	CL B	$2.3M	0.6%Prev: 0.6%	35,752 SH	Decreased-732 SH
NVIDIA CORPORATION	COM	$10.0M	2.4%Prev: 2.4%	53,506 SH	Decreased-37 SH
OKTA INC	CL A	$3.7M	0.9%Prev: 0.8%	42,535 SH	Increased+5,435 SH
ORACLE CORP	COM	$2.7M	0.7%Prev: 1.2%	13,872 SH	Decreased-3,575 SH
PACER FDS TR	TRENDP US LAR CP	$284K	0.1%Prev: 0.1%	5,054 SH	Increased
PACER FDS TR	TRENDPILOT 100	$276K	0.1%Prev: 0.1%	3,485 SH	Increased
PFIZER INC	COM	$1.7M	0.4%Prev: 0.5%	67,237 SH	Decreased-11,865 SH
PHILIP MORRIS INTL INC	COM	$4.6M	1.1%Prev: 0.9%	28,563 SH	Increased+6,514 SH
PHILLIPS 66	COM	$2.5M	0.6%Prev: 0.7%	19,543 SH	Decreased-61 SH
PINTEREST INC	CL A	$3.9M	0.9%Prev: 1.0%	148,835 SH	Decreased+24,192 SH
PURECYCLE TECHNOLOGIES INC	COM	$8.5M	2.0%Prev: 2.4%	988,463 SH	Decreased+238,947 SH
RH	COM	$4.1M	1.0%Prev: 0.9%	22,618 SH	Increased+4,269 SH
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$425K	0.1%Prev: 0.1%	12,981 SH	Decreased-218 SH
SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$16.2M	3.9%Prev: 3.8%	646,305 SH	Increased+21,743 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$5.0M	1.2%Prev: 1.2%	208,613 SH	Increased+1,165 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$832K	0.2%Prev: 0.2%	30,315 SH	Increased
SCHWAB STRATEGIC TR	US LRG CAP ETF	$8.1M	1.9%Prev: 1.9%	299,561 SH	Increased-2,878 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$2.2M	0.5%Prev: 0.5%	74,526 SH	Increased+77 SH
SCHWAB STRATEGIC TR	US REIT ETF	$3.5M	0.8%Prev: 0.9%	167,632 SH	Increased+6,056 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$2.0M	0.5%Prev: 0.5%	71,434 SH	Increased-354 SH
SCHWAB STRATEGIC TR	US TIPS ETF	$1.2M	0.3%Prev: 0.3%	46,389 SH	Increased+1,732 SH
SELECT SECTOR SPDR TR	STATE STREET ENE	$3.5M	0.8%	78,713 SH	New
SERVICENOW INC	COM	$2.5M	0.6%Prev: 0.7%	16,005 SH	Decreased+12,798 SH
SHOPIFY INC	CL A SUB VTG SHS	$2.7M	0.6%Prev: 0.6%	16,620 SH	Increased-112 SH
SMURFIT WESTROCK PLC	SHS	$2.4M	0.6%Prev: 0.7%	61,812 SH	Decreased-5,127 SH
SNOWFLAKE INC	COM SHS	$4.7M	1.1%Prev: 1.0%	21,288 SH	Increased+3,025 SH
SPDR SERIES TRUST	STATE STREET SPD	$12.7M	3.1%	603,345 SH	New
TERADYNE INC	COM	$3.0M	0.7%Prev: 0.5%	15,690 SH	Increased-176 SH
TESLA INC	COM	$518K	0.1%Prev: 0.1%	1,151 SH	Increased+450 SH
UBER TECHNOLOGIES INC	COM	$3.7M	0.9%Prev: 1.1%	45,279 SH	Decreased-126 SH
UNITEDHEALTH GROUP INC	COM	$1.5M	0.4%Prev: 0.4%	4,537 SH	Increased+212 SH
US BANCORP DEL	COM NEW	$435K	0.1%Prev: 0.1%	8,066 SH	Increased
VANECK ETF TRUST	SEMICONDUCTR ETF	$1.5M	0.4%Prev: 0.4%	4,053 SH	Increased-395 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$244K	0.1%Prev: 0.1%	2,754 SH	Decreased-96 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$5.6M	1.4%Prev: 1.4%	104,126 SH	Increased+1,842 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$889K	0.2%Prev: 0.2%	14,840 SH	Increased+55 SH
VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$7.5M	1.8%Prev: 1.8%	158,572 SH	Increased+4,617 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$611K	0.1%Prev: 0.2%	4,254 SH	Decreased-114 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$308K	0.1%Prev: 0.1%	3,426 SH	Decreased-619 SH
VERTEX PHARMACEUTICALS INC	COM	$1.1M	0.3%Prev: 0.2%	2,531 SH	Increased+13 SH
VISA INC	COM CL A	$325K	0.1%Prev: 0.1%	925 SH	Decreased-84 SH
WALMART INC	COM	$3.3M	0.8%Prev: 0.7%	29,235 SH	Increased+303 SH
WELLS FARGO CO NEW	COM	$4.6M	1.1%Prev: 0.9%	48,906 SH	Increased+3,829 SH
XYLEM INC	COM	$1.0M	0.2%Prev: 0.3%	7,402 SH	Decreased+82 SH

Sold (vs prior filing)

AIRBNB INC — $1.7M
COMCAST CORP NEW — $1.0M
CONFLUENT INC — $3.3M
GLOBAL X FDS — $215K
ISHARES TR — $249K
LYONDELLBASELL INDUSTRIES N — $1.8M
NETFLIX INC — $1.7M
SELECT SECTOR SPDR TR — $3.5M
SPDR SERIES TRUST — $1.6M
SPDR SERIES TRUST — $534K
SPDR SERIES TRUST — $10.7M

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 16, 2026	Q4 2025	13F-HR	0001731731-26-000001	$414.3M	View
Oct 16, 2025	Q3 2025	13F-HR	0001731731-25-000010	$409.7M	View
Aug 3, 2026	Q2 2026