SWS Partners
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 16, 2026), SWS Partners reported 115 stock positions worth $414.3 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 9.6% of the portfolio, followed by Schwab Intermediate-Term US (SCHR, 3.9%) and iShares Core S&P Midcap ETF (IJH, 3.7%). Compared with Q3 2025, it opened 1 new position, sold out of 7, added to 62 and reduced 47. The biggest buy was Alphabet Class A (GOOGL, shares +23%) and the biggest sale an exit from Confluent Class A (CFLT).
- Most Recent 13F
- Q2 2026
- Location
- COLUMBUS, OH
- CIK
- 0001731731
- Portfolio Value
- $414.3M (Q4 2025)
- SEC Filing
- 0001731731-26-000001 ↗ filed Jan 16, 2026
Holdings Value
Holdings 115 stocks · $414.3M
| IVV iShares Core S&P 500 ETF | 9.61% | 58,134 | $39.8M | Add +1.4% |
| SCHR Schwab Intermediate-Term US | 3.91% | 646,305 | $16.2M | Add +3.5% |
| IJH iShares Core S&P Midcap ETF | 3.73% | 234,134 | $15.5M | Add +2.9% |
| GOOGL Alphabet Inc. Class A | 3.24% | 42,875 | $13.4M | Add +23.5% |
| IDUB Aptus Intl Enhan YLD ETF | 3.17% | 538,945 | $13.1M | Add +2.5% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 2.57% | 246,215 | $10.6M | Add +1.1% |
| NVDA Nvidia Corp. | 2.41% | 53,506 | $10.0M | Reduce -0.1% |
| OSCV Opus Small Cap Value ETF | 2.12% | 237,460 | $8.8M | Add +4.0% |
| PCT Purecycle Technologies Inc. | 2.05% | 988,463 | $8.5M | Add +31.9% |
| SCHX Schwab US Large-Cap ETF | 1.95% | 299,561 | $8.1M | Reduce -0.9% |
| GH Guardant Health Inc. | 1.90% | 77,209 | $7.9M | Reduce -18.4% |
| VMBS Vanguard Mortgage-Backed Sec | 1.80% | 158,572 | $7.5M | Add +3.0% |
| NTRA Natera Inc. | 1.60% | 28,976 | $6.6M | Reduce -38.4% |
| AMBA Ambarella Inc. | 1.53% | 89,191 | $6.3M | Add +16.7% |
| MRVL Marvell Technology Inc. | 1.47% | 71,467 | $6.1M | Reduce -0.2% |
| PFFD Global X US Preferred ETF | 1.38% | 301,078 | $5.7M | Add +2.5% |
| VWO Vanguard Ftse Emerging Marke | 1.35% | 104,126 | $5.6M | Add +1.8% |
| SCHF Schwab Intl Equity ETF | 1.21% | 208,613 | $5.0M | Add +0.6% |
| XYZ Block Inc. | 1.17% | 74,247 | $4.8M | Add +69.8% |
| JPM JPMorgan Chase & Co. | 1.15% | 14,773 | $4.8M | Add +4.8% |
| SNOW Snowflake Inc. | 1.13% | 21,288 | $4.7M | Add +16.6% |
| MU Micron Technology Inc. | 1.13% | 16,328 | $4.7M | Reduce -30.9% |
| PM Philip Morris International | 1.12% | 28,563 | $4.6M | Add +29.5% |
| WFC Wells Fargo & Co. | 1.10% | 48,906 | $4.6M | Add +8.5% |
| DRSK Aptus Defined Risk ETF | 1.09% | 159,036 | $4.5M | Add +4.2% |
| MELI MercadoLibre Inc. | 1.07% | 2,197 | $4.4M | Reduce -0.5% |
| MP MP Materials Corp. | 1.03% | 84,080 | $4.2M | Reduce -6.0% |
| RH RH | 0.98% | 22,618 | $4.1M | Add +23.3% |
| CIEN Ciena Corp. | 0.96% | 17,075 | $4.0M | Reduce -14.0% |
| GLW Corning Inc. | 0.94% | 44,677 | $3.9M | Reduce -19.9% |
| HDEF Xtrackers MSCI Eafe High Div | 0.94% | 1,254,423 | $3.9M | Add +870.3% |
| PINS Pinterest Inc. Class A | 0.93% | 148,835 | $3.9M | Add +19.4% |
| UBER Uber Technologies Inc. | 0.89% | 45,279 | $3.7M | Reduce -0.3% |
| DXCM Dexcom Inc. | 0.89% | 55,560 | $3.7M | Add +45.8% |
| OKTA Okta Inc. | 0.89% | 42,535 | $3.7M | Add +14.7% |
| USHY iShares Broad Usd High Yield | 0.88% | 97,805 | $3.7M | Add +1.9% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.88% | 67,871 | $3.7M | Add +1.1% |
| XLE SS Energy Select Sector | 0.85% | 78,713 | $3.5M | Add +1.0% |
| SCHH Schwab US REIT ETF | 0.85% | 167,632 | $3.5M | Add +3.8% |
| NET Cloudflare Inc. Class A | 0.79% | 16,631 | $3.3M | Reduce -0.5% |
| APH Amphenol Corp. Class A | 0.79% | 24,193 | $3.3M | Reduce -9.3% |
| WMT Walmart Inc. | 0.79% | 29,235 | $3.3M | Add +1.1% |
| AMZN Amazon.com Inc. | 0.78% | 14,056 | $3.2M | Reduce -3.2% |
| ACN Accenture PLC Class A | 0.77% | 11,838 | $3.2M | Add +13.2% |
| BLK BlackRock Inc. | 0.75% | 2,888 | $3.1M | Reduce -6.5% |
| CPRI Capri Holdings Ltd. | 0.74% | 126,330 | $3.1M | Reduce -0.0% |
| TER Teradyne Inc. | 0.73% | 15,690 | $3.0M | Reduce -1.1% |
| META Meta Platforms Inc. Class A | 0.73% | 4,568 | $3.0M | Add +1.1% |
| MET Metlife Inc. | 0.71% | 37,361 | $2.9M | Add +11.4% |
| ANET Arista Networks Inc. | 0.69% | 21,941 | $2.9M | Reduce -0.2% |
| GD General Dynamics Corp. | 0.69% | 8,445 | $2.8M | Reduce -6.5% |
| ETN Eaton Corp. PLC | 0.68% | 8,882 | $2.8M | Reduce -7.4% |
| CELH Celsius Holdings Inc. | 0.67% | 60,750 | $2.8M | Add +61.8% |
| ORCL Oracle Corp. | 0.65% | 13,872 | $2.7M | Reduce -20.5% |
| ABBV Abbvie Inc. | 0.65% | 11,817 | $2.7M | Reduce -9.1% |
| SHOP Shopify Inc. Class A | 0.65% | 16,620 | $2.7M | Reduce -0.7% |
| FNF Fidelity National Financial | 0.64% | 483,645 | $2.6M | Add +900.0% |
| PSX Phillips 66 | 0.61% | 19,543 | $2.5M | Reduce -0.3% |
| INTU Intuit Inc. | 0.60% | 3,769 | $2.5M | Add +27.1% |
| NOW ServiceNow Inc. | 0.59% | 16,005 | $2.5M | Reduce -0.2% |
| MNDY Monday.com Ltd. | 0.58% | 16,215 | $2.4M | Add +162.7% |
| SW Smurfit Westrock PLC | 0.58% | 61,812 | $2.4M | Reduce -7.7% |
| LLY Eli Lilly & Co. | 0.58% | 2,223 | $2.4M | New |
| GGG Graco Inc. | 0.57% | 28,907 | $2.4M | Add +7.4% |
| ABT Abbott Laboratories | 0.56% | 18,581 | $2.3M | Reduce -9.0% |
| NKE Nike Inc. Class B | 0.55% | 35,752 | $2.3M | Reduce -2.0% |
| ARGX Argenx SE - ADR | 0.55% | 2,696 | $2.3M | Reduce -18.8% |
| MUB iShares National Muni Bond E | 0.54% | 210,278 | $2.3M | Add +906.4% |
| SCHM Schwab US Mid Cap ETF | 0.54% | 74,526 | $2.2M | Add +0.1% |
| DPZ Domino's Pizza Inc. | 0.53% | 5,298 | $2.2M | Add +7.9% |
| ED Consolidated Edison Inc. | 0.52% | 21,888 | $2.2M | Add +23.7% |
| MPC Marathon Petroleum Corp. | 0.52% | 13,277 | $2.2M | Reduce -7.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.52% | 187,823 | $2.2M | Add +1006.9% |
| CSCO Cisco Systems Inc. | 0.52% | 27,723 | $2.1M | Reduce -3.9% |
| MRK Merck & Co. Inc. | 0.49% | 19,305 | $2.0M | Reduce -7.7% |
| SCHA Schwab US Small-Cap ETF | 0.49% | 71,434 | $2.0M | Reduce -0.5% |
| DUK Duke Energy Corp. | 0.49% | 17,310 | $2.0M | Add +3.3% |
| LAMR Lamar Advertising Co. Class A | 0.48% | 15,646 | $2.0M | Add +10.6% |
| IJR iShares Core S&P Small-Cap E | 0.42% | 14,530 | $1.7M | Reduce -0.3% |
| GDDY GoDaddy Inc. Class A | 0.41% | 13,624 | $1.7M | Add +44.6% |
| AMT American Tower Corp. | 0.41% | 9,530 | $1.7M | Reduce -89.0% |
| PFE Pfizer Inc. | 0.40% | 67,237 | $1.7M | Reduce -15.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.39% | 3,174 | $1.6M | Add +35.0% |
| TFI SS SPDR N Ice Muni Bond ETF | 0.38% | 342,120 | $1.6M | Add +860.0% |
| UNH Unitedhealth Group Inc. | 0.36% | 4,537 | $1.5M | Add +4.9% |
| SMH Vaneck Semiconductor ETF | 0.35% | 4,053 | $1.5M | Reduce -8.9% |
| MSFT Microsoft Corp. | 0.31% | 2,650 | $1.3M | Add +1.0% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.31% | 15,710 | $1.3M | Add +1.7% |
| SCHP Schwab U.S. Tips ETF | 0.30% | 46,389 | $1.2M | Add +3.9% |
| VRTX Vertex Pharmaceuticals Inc. | 0.28% | 2,531 | $1.1M | Add +0.5% |
| STZ Constellation Brands Inc. Class A | 0.26% | 76,923 | $1.1M | Add +1042.5% |
| XYL Xylem Inc. | 0.24% | 7,402 | $1.0M | Add +1.1% |
| KMB Kimberly-Clark Corp. | 0.24% | 9,653 | $988K | Reduce -11.1% |
| IXUS iShares Core Intl Stock ETF | 0.22% | 10,789 | $913K | Reduce -1.8% |
| VGIT Vanguard Intermediate-Term T | 0.21% | 14,840 | $889K | Add +0.4% |
| SCHD Schwab US DVD Equity ETF | 0.20% | 30,315 | $832K | No change |
| C Citigroup Inc. | 0.20% | 6,960 | $812K | Reduce -1.4% |
| MBB iShares MBS ETF | 0.18% | 8,038 | $765K | Add +0.1% |
| AAPL Apple Inc. | 0.18% | 2,672 | $727K | Add +3.7% |
| HZO Marinemax Inc. | 0.17% | 28,392 | $688K | Add +23.6% |
Portfolio Sells Q3 2025 → Q4 2025
| CFLT Confluent Inc. Class A | Sold out | 0.00% | −0.80 |
| ORCL Oracle Corp. | Reduce -20.5% | 0.65% | −0.55 |
| LYB Lyondellbasell Indu Class A | Sold out | 0.00% | −0.45 |
| MP MP Materials Corp. | Reduce -6.0% | 1.03% | −0.44 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.42 |
| ABNB Airbnb Inc. Class A | Sold out | 0.00% | −0.42 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.25 |
| NTRA Natera Inc. | Reduce -38.4% | 1.60% | −0.25 |
| ETN Eaton Corp. PLC | Reduce -7.4% | 0.68% | −0.19 |
| UBER Uber Technologies Inc. | Reduce -0.3% | 0.89% | −0.19 |
| MELI MercadoLibre Inc. | Reduce -0.5% | 1.07% | −0.19 |
| GLW Corning Inc. | Reduce -19.9% | 0.94% | −0.17 |
| MPC Marathon Petroleum Corp. | Reduce -7.9% | 0.52% | −0.16 |
| BLK BlackRock Inc. | Reduce -6.5% | 0.75% | −0.13 |
| NOW ServiceNow Inc. | Reduce -0.2% | 0.59% | −0.13 |
| SW Smurfit Westrock PLC | Reduce -7.7% | 0.58% | −0.12 |
| ABT Abbott Laboratories | Reduce -9.0% | 0.56% | −0.11 |
| KMB Kimberly-Clark Corp. | Reduce -11.1% | 0.24% | −0.09 |
| ANET Arista Networks Inc. | Reduce -0.2% | 0.69% | −0.09 |
| PFE Pfizer Inc. | Reduce -15.0% | 0.40% | −0.09 |
| NET Cloudflare Inc. Class A | Reduce -0.5% | 0.79% | −0.08 |
| ABBV Abbvie Inc. | Reduce -9.1% | 0.65% | −0.08 |
| NKE Nike Inc. Class B | Reduce -2.0% | 0.55% | −0.07 |
| GD General Dynamics Corp. | Reduce -6.5% | 0.69% | −0.07 |
| IYW iShares Ustechnology ETF | Sold out | 0.00% | −0.06 |
| MLPA Global X MLP ETF | Sold out | 0.00% | −0.05 |
| ARGX Argenx SE - ADR | Reduce -18.8% | 0.55% | −0.05 |
| PSX Phillips 66 | Reduce -0.3% | 0.61% | −0.04 |
| NVDA Nvidia Corp. | Reduce -0.1% | 2.41% | −0.03 |
| APH Amphenol Corp. Class A | Reduce -9.3% | 0.79% | −0.02 |
| VYMI Vanguard Int High DVD YLD Inc. | Reduce -15.3% | 0.07% | −0.01 |
| SPIB SS SPDR P Int C Corp. ETF | Reduce -4.8% | 0.12% | −0.01 |
| V Visa Inc. Class A | Reduce -8.3% | 0.08% | −0.01 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -1.6% | 0.10% | −0.00 |
| VNQ Vanguard Real Estate ETF | Reduce -3.4% | 0.06% | −0.00 |
| MRVL Marvell Technology Inc. | Reduce -0.2% | 1.47% | −0.00 |
| AMT American Tower Corp. | Reduce -89.0% | 0.41% | −0.00 |
| VYM Vanguard High DVD Yield ETF | Reduce -2.6% | 0.15% | −0.00 |
| SMH Vaneck Semiconductor ETF | Reduce -8.9% | 0.35% | −0.00 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.3% | 0.42% | −0.00 |
| IXUS iShares Core Intl Stock ETF | Reduce -1.8% | 0.22% | −0.00 |
| SCHX Schwab US Large-Cap ETF | Reduce -0.9% | 1.95% | +0.00 |
| SCHA Schwab US Small-Cap ETF | Reduce -0.5% | 0.49% | +0.00 |
| AMZN Amazon.com Inc. | Reduce -3.2% | 0.78% | +0.00 |
| IDV iShares International Select | Reduce -1.6% | 0.10% | +0.01 |
| C Citigroup Inc. | Reduce -1.4% | 0.20% | +0.02 |
| CSCO Cisco Systems Inc. | Reduce -3.9% | 0.52% | +0.03 |
| SHOP Shopify Inc. Class A | Reduce -0.7% | 0.65% | +0.04 |
| MRK Merck & Co. Inc. | Reduce -7.7% | 0.49% | +0.06 |
| CPRI Capri Holdings Ltd. | Reduce -0.0% | 0.74% | +0.13 |
Portfolio Buys Q3 2025 → Q4 2025
| GOOGL Alphabet Inc. Class A | Add +23.5% | 3.24% | +1.18 |
| LLY Eli Lilly & Co. | New | 0.58% | +0.58 |
| XYZ Block Inc. | Add +69.8% | 1.17% | +0.40 |
| MNDY Monday.com Ltd. | Add +162.7% | 0.58% | +0.29 |
| DXCM Dexcom Inc. | Add +45.8% | 0.89% | +0.26 |
| IVV iShares Core S&P 500 ETF | Add +1.4% | 9.61% | +0.24 |
| PM Philip Morris International | Add +29.5% | 1.12% | +0.24 |
| WFC Wells Fargo & Co. | Add +8.5% | 1.10% | +0.18 |
| CELH Celsius Holdings Inc. | Add +61.8% | 0.67% | +0.14 |
| IDUB Aptus Intl Enhan YLD ETF | Add +2.5% | 3.17% | +0.14 |
| ACN Accenture PLC Class A | Add +13.2% | 0.77% | +0.14 |
| SNOW Snowflake Inc. | Add +16.6% | 1.13% | +0.12 |
| INTU Intuit Inc. | Add +27.1% | 0.60% | +0.11 |
| IJH iShares Core S&P Midcap ETF | Add +2.9% | 3.73% | +0.10 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +35.0% | 0.39% | +0.10 |
| GDDY GoDaddy Inc. Class A | Add +44.6% | 0.41% | +0.09 |
| ED Consolidated Edison Inc. | Add +23.7% | 0.52% | +0.09 |
| SCHR Schwab Intermediate-Term US | Add +3.5% | 3.91% | +0.08 |
| RH RH | Add +23.3% | 0.98% | +0.07 |
| JPM JPMorgan Chase & Co. | Add +4.8% | 1.15% | +0.06 |
| WMT Walmart Inc. | Add +1.1% | 0.79% | +0.06 |
| OKTA Okta Inc. | Add +14.7% | 0.89% | +0.06 |
| LAMR Lamar Advertising Co. Class A | Add +10.6% | 0.48% | +0.06 |
| TSLA Tesla Inc. | Add +64.2% | 0.13% | +0.05 |
| DIS The Walt Disney Co. | Add +1006.9% | 0.52% | +0.05 |
| VMBS Vanguard Mortgage-Backed Sec | Add +3.0% | 1.80% | +0.04 |
| MET Metlife Inc. | Add +11.4% | 0.71% | +0.04 |
| VRTX Vertex Pharmaceuticals Inc. | Add +0.5% | 0.28% | +0.04 |
| STZ Constellation Brands Inc. Class A | Add +1042.5% | 0.26% | +0.03 |
| SCHF Schwab Intl Equity ETF | Add +0.6% | 1.21% | +0.03 |
| HZO Marinemax Inc. | Add +23.6% | 0.17% | +0.02 |
| DRSK Aptus Defined Risk ETF | Add +4.2% | 1.09% | +0.02 |
| DPZ Domino's Pizza Inc. | Add +7.9% | 0.53% | +0.02 |
| AAPL Apple Inc. | Add +3.7% | 0.18% | +0.02 |
| GGG Graco Inc. | Add +7.4% | 0.57% | +0.01 |
| HDEF Xtrackers MSCI Eafe High Div | Add +870.3% | 0.94% | +0.01 |
| AMGN Amgen Inc. | Add +0.1% | 0.07% | +0.01 |
| XOM Exxon Mobil Corp. | Add +0.8% | 0.09% | +0.01 |
| SCHP Schwab U.S. Tips ETF | Add +3.9% | 0.30% | +0.00 |
| SCHM Schwab US Mid Cap ETF | Add +0.1% | 0.54% | +0.00 |
| MUB iShares National Muni Bond E | Add +906.4% | 0.54% | +0.00 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +1.7% | 0.31% | −0.00 |
| XLE SS Energy Select Sector | Add +1.0% | 0.85% | −0.00 |
| VWO Vanguard Ftse Emerging Marke | Add +1.8% | 1.35% | −0.00 |
| MBB iShares MBS ETF | Add +0.1% | 0.18% | −0.00 |
| USHY iShares Broad Usd High Yield | Add +1.9% | 0.88% | −0.00 |
| VGIT Vanguard Intermediate-Term T | Add +0.4% | 0.21% | −0.00 |
| UNH Unitedhealth Group Inc. | Add +4.9% | 0.36% | −0.00 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +1.1% | 0.88% | −0.00 |
| SCHH Schwab US REIT ETF | Add +3.8% | 0.85% | −0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 108 | $463.0M | IVV, SCHR, NVDA, IJH, IDUB |
| Q1 2026 | 112 | $405.4M | IVV, SCHR, IJH, IDUB, NVDA |
| Q4 2025 | 115 | $414.3M | IVV, SCHR, IJH, GOOGL, IDUB |
| Q3 2025 | 121 | $409.7M | IVV, SCHR, IJH, IDUB, SPYD |
| Q2 2025 | 118 | $370.6M | IVV, SCHR, IJH, PCT, IDUB |
| Q1 2025Amended | 109 | $304.7M | IVV, SCHR, IJH, SPYD, IDUB |
| Q4 2024 | 118 | $330.2M | IVV, IJH, SCHR, SPYD, NTRA |
| Q3 2024 | 116 | $313.9M | IVV, IJH, SCHF, SCHR, SCHX |
| Q2 2024 | 310 | $334.5M | IVV, IJH, SCHF, SCHR, SCHX |
| Q1 2024 | 114 | $334.5M | IVV, IJH, SCHX, SCHF, SCHR |