SWS Partners
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 21, 2026), SWS Partners reported 112 stock positions worth $405.4 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 9.7% of the portfolio, followed by Schwab Intermediate-Term US (SCHR, 4.4%) and iShares Core S&P Midcap ETF (IJH, 3.9%). Compared with Q4 2025, it opened 2 new positions, sold out of 5, added to 64 and reduced 42. The biggest buy was Nvidia (NVDA, shares +37%) and the biggest sale Alphabet Class A (GOOGL, shares −17%).
- Most Recent 13F
- Q2 2026
- Location
- COLUMBUS, OH
- CIK
- 0001731731
- Portfolio Value
- $405.4M (Q1 2026)
- SEC Filing
- 0001731731-26-000002 ↗ filed Apr 21, 2026
Holdings Value
Holdings 112 stocks · $405.4M
| IVV iShares Core S&P 500 ETF | 9.69% | 60,166 | $39.3M | Add +3.5% |
| SCHR Schwab Intermediate-Term US | 4.42% | 718,928 | $17.9M | Add +11.2% |
| IJH iShares Core S&P Midcap ETF | 3.89% | 233,495 | $15.8M | Reduce -0.3% |
| IDUB Aptus Intl Enhan YLD ETF | 3.32% | 546,125 | $13.5M | Add +1.3% |
| NVDA Nvidia Corp. | 3.16% | 73,550 | $12.8M | Add +37.5% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 2.72% | 242,031 | $11.0M | Reduce -1.7% |
| GOOGL Alphabet Inc. Class A | 2.53% | 35,660 | $10.3M | Reduce -16.8% |
| OSCV Opus Small Cap Value ETF | 2.25% | 231,124 | $9.1M | Reduce -2.7% |
| VMBS Vanguard Mortgage-Backed Sec | 2.09% | 180,898 | $8.5M | Add +14.1% |
| GH Guardant Health Inc. | 1.81% | 79,481 | $7.3M | Add +2.9% |
| SCHX Schwab US Large-Cap ETF | 1.76% | 278,445 | $7.1M | Reduce -7.0% |
| NTRA Natera Inc. | 1.45% | 29,420 | $5.9M | Add +1.5% |
| CIEN Ciena Corp. | 1.43% | 14,966 | $5.8M | Reduce -12.3% |
| PFFD Global X US Preferred ETF | 1.43% | 314,551 | $5.8M | Add +4.5% |
| GLW Corning Inc. | 1.43% | 42,553 | $5.8M | Reduce -4.8% |
| OKTA Okta Inc. | 1.40% | 72,189 | $5.7M | Add +69.7% |
| VWO Vanguard Ftse Emerging Marke | 1.38% | 103,217 | $5.6M | Reduce -0.9% |
| MRVL Marvell Technology Inc. | 1.36% | 55,788 | $5.5M | Reduce -21.9% |
| PCT Purecycle Technologies Inc. | 1.32% | 1,029,879 | $5.3M | Add +4.2% |
| XYZ Block Inc. | 1.30% | 87,668 | $5.3M | Add +18.1% |
| DRSK Aptus Defined Risk ETF | 1.29% | 191,133 | $5.2M | Add +20.2% |
| SCHF Schwab Intl Equity ETF | 1.20% | 197,283 | $4.9M | Reduce -5.4% |
| PM Philip Morris International | 1.18% | 28,717 | $4.8M | Add +0.5% |
| AMBA Ambarella Inc. | 1.16% | 91,437 | $4.7M | Add +2.5% |
| XLE SS Energy Select Sector | 1.14% | 75,456 | $4.6M | Reduce -4.1% |
| MP MP Materials Corp. | 1.04% | 87,066 | $4.2M | Add +3.5% |
| JPM JPMorgan Chase & Co. | 1.03% | 14,216 | $4.2M | Reduce -3.8% |
| SNOW Snowflake Inc. | 1.02% | 27,512 | $4.1M | Add +29.2% |
| HDEF Xtrackers MSCI Eafe High Div | 0.98% | 122,872 | $4.0M | Reduce -90.2% |
| MELI MercadoLibre Inc. | 0.97% | 2,267 | $3.9M | Add +3.2% |
| META Meta Platforms Inc. Class A | 0.94% | 6,664 | $3.8M | Add +45.9% |
| TER Teradyne Inc. | 0.92% | 12,570 | $3.7M | Reduce -19.9% |
| DXCM Dexcom Inc. | 0.89% | 57,663 | $3.6M | Add +3.8% |
| WMT Walmart Inc. | 0.89% | 29,047 | $3.6M | Reduce -0.6% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.88% | 67,185 | $3.6M | Reduce -1.0% |
| USHY iShares Broad Usd High Yield | 0.88% | 97,011 | $3.6M | Reduce -0.8% |
| WFC Wells Fargo & Co. | 0.88% | 44,813 | $3.6M | Reduce -8.4% |
| MPC Marathon Petroleum Corp. | 0.88% | 14,558 | $3.6M | Add +9.7% |
| SCHH Schwab US REIT ETF | 0.88% | 165,200 | $3.6M | Reduce -1.4% |
| PINS Pinterest Inc. Class A | 0.87% | 192,672 | $3.5M | Add +29.4% |
| PSX Phillips 66 | 0.86% | 19,146 | $3.5M | Reduce -2.0% |
| NET Cloudflare Inc. Class A | 0.86% | 16,890 | $3.5M | Add +1.6% |
| MU Micron Technology Inc. | 0.85% | 10,168 | $3.4M | Reduce -37.7% |
| UBER Uber Technologies Inc. | 0.81% | 45,630 | $3.3M | Add +0.8% |
| RH RH | 0.80% | 23,271 | $3.3M | Add +2.9% |
| ETN Eaton Corp. PLC | 0.78% | 8,789 | $3.1M | Reduce -1.1% |
| APH Amphenol Corp. Class A | 0.77% | 24,586 | $3.1M | Add +1.6% |
| NOW ServiceNow Inc. | 0.73% | 28,362 | $3.0M | Add +77.2% |
| GD General Dynamics Corp. | 0.71% | 8,401 | $2.9M | Reduce -0.5% |
| BLK BlackRock Inc. | 0.69% | 2,926 | $2.8M | Add +1.3% |
| AMZN Amazon.com Inc. | 0.69% | 13,445 | $2.8M | Reduce -4.3% |
| ANET Arista Networks Inc. | 0.69% | 22,698 | $2.8M | Add +3.5% |
| SW Smurfit Westrock PLC | 0.68% | 69,198 | $2.8M | Add +11.9% |
| ABBV Abbvie Inc. | 0.66% | 123,002 | $2.7M | Add +940.9% |
| MET Metlife Inc. | 0.66% | 37,641 | $2.7M | Add +0.8% |
| ORCL Oracle Corp. | 0.61% | 16,942 | $2.5M | Add +22.1% |
| ACN Accenture PLC Class A | 0.61% | 12,525 | $2.5M | Add +5.8% |
| GGG Graco Inc. | 0.61% | 29,134 | $2.5M | Add +0.8% |
| MRK Merck & Co. Inc. | 0.58% | 19,481 | $2.4M | Add +0.9% |
| DUK Duke Energy Corp. | 0.58% | 18,018 | $2.4M | Add +4.1% |
| ED Consolidated Edison Inc. | 0.57% | 20,539 | $2.3M | Reduce -6.2% |
| CPRI Capri Holdings Ltd. | 0.56% | 129,768 | $2.3M | Add +2.7% |
| FNF Fidelity National Financial | 0.56% | 48,862 | $2.3M | Reduce -89.9% |
| MUB iShares National Muni Bond E | 0.55% | 21,095 | $2.2M | Reduce -90.0% |
| CELH Celsius Holdings Inc. | 0.54% | 62,000 | $2.2M | Add +2.1% |
| PFE Pfizer Inc. | 0.54% | 77,309 | $2.2M | Add +15.0% |
| SCHM Schwab US Mid Cap ETF | 0.53% | 69,971 | $2.2M | Reduce -6.1% |
| CSCO Cisco Systems Inc. | 0.53% | 27,485 | $2.1M | Reduce -0.9% |
| LLY Eli Lilly & Co. | 0.52% | 2,303 | $2.1M | Add +3.6% |
| ABT Abbott Laboratories | 0.52% | 20,427 | $2.1M | Add +9.9% |
| SHOP Shopify Inc. Class A | 0.50% | 17,069 | $2.0M | Add +2.7% |
| ARGX Argenx SE - ADR | 0.50% | 2,760 | $2.0M | Add +2.4% |
| DPZ Domino's Pizza Inc. | 0.50% | 5,603 | $2.0M | Add +5.8% |
| SCHA Schwab US Small-Cap ETF | 0.49% | 68,818 | $2.0M | Reduce -3.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.49% | 20,459 | $2.0M | Reduce -89.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.47% | 3,991 | $1.9M | Add +25.7% |
| NKE Nike Inc. Class B | 0.47% | 35,899 | $1.9M | Add +0.4% |
| LAMR Lamar Advertising Co. Class A | 0.45% | 14,491 | $1.8M | Reduce -7.4% |
| AMT American Tower Corp. | 0.42% | 9,810 | $1.7M | Add +2.9% |
| IJR iShares Core S&P Small-Cap E | 0.40% | 13,112 | $1.6M | Reduce -9.8% |
| UNH Unitedhealth Group Inc. | 0.38% | 5,672 | $1.5M | Add +25.0% |
| TFI SS SPDR N Ice Muni Bond ETF | 0.38% | 33,576 | $1.5M | Reduce -90.2% |
| SMH Vaneck Semiconductor ETF | 0.37% | 3,943 | $1.5M | Reduce -2.7% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.35% | 17,866 | $1.4M | Add +13.7% |
| SCHP Schwab U.S. Tips ETF | 0.35% | 52,670 | $1.4M | Add +13.5% |
| VRTX Vertex Pharmaceuticals Inc. | 0.28% | 2,573 | $1.1M | Add +1.7% |
| MSFT Microsoft Corp. | 0.24% | 2,625 | $972K | Reduce -0.9% |
| VGIT Vanguard Intermediate-Term T | 0.23% | 15,804 | $941K | Add +6.5% |
| SCHD Schwab US DVD Equity ETF | 0.23% | 30,315 | $930K | No change |
| IXUS iShares Core Intl Stock ETF | 0.23% | 10,607 | $919K | Reduce -1.7% |
| XYL Xylem Inc. | 0.21% | 7,256 | $867K | Reduce -2.0% |
| MBB iShares MBS ETF | 0.20% | 8,467 | $804K | Add +5.3% |
| HZO Marinemax Inc. | 0.20% | 29,217 | $791K | Add +2.9% |
| C Citigroup Inc. | 0.19% | 6,960 | $789K | No change |
| AAPL Apple Inc. | 0.16% | 2,630 | $667K | Reduce -1.6% |
| VYM Vanguard High DVD Yield ETF | 0.16% | 4,266 | $632K | Add +0.3% |
| ITW Illinois Tool Works | 0.14% | 2,130 | $558K | Add +0.6% |
| SPIB SS SPDR P Int C Corp. ETF | 0.13% | 16,137 | $541K | Add +7.5% |
| XOM Exxon Mobil Corp. | 0.13% | 3,010 | $511K | Reduce -7.7% |
| IDV iShares International Select | 0.11% | 10,719 | $456K | Add +0.1% |
Portfolio Sells Q4 2025 → Q1 2026
| GOOGL Alphabet Inc. Class A | Reduce -16.8% | 2.53% | −0.71 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.60 |
| MNDY Monday.com Ltd. | Sold out | 0.00% | −0.58 |
| GDDY GoDaddy Inc. Class A | Sold out | 0.00% | −0.41 |
| MU Micron Technology Inc. | Reduce -37.7% | 0.85% | −0.28 |
| STZ Constellation Brands Inc. Class A | Sold out | 0.00% | −0.26 |
| KMB Kimberly-Clark Corp. | Sold out | 0.00% | −0.24 |
| WFC Wells Fargo & Co. | Reduce -8.4% | 0.88% | −0.22 |
| SCHX Schwab US Large-Cap ETF | Reduce -7.0% | 1.76% | −0.18 |
| JPM JPMorgan Chase & Co. | Reduce -3.8% | 1.03% | −0.12 |
| MRVL Marvell Technology Inc. | Reduce -21.9% | 1.36% | −0.10 |
| AMZN Amazon.com Inc. | Reduce -4.3% | 0.69% | −0.09 |
| FNF Fidelity National Financial | Reduce -89.9% | 0.56% | −0.08 |
| MSFT Microsoft Corp. | Reduce -0.9% | 0.24% | −0.07 |
| DIS The Walt Disney Co. | Reduce -89.1% | 0.49% | −0.03 |
| XYL Xylem Inc. | Reduce -2.0% | 0.21% | −0.03 |
| LAMR Lamar Advertising Co. Class A | Reduce -7.4% | 0.45% | −0.03 |
| IJR iShares Core S&P Small-Cap E | Reduce -9.8% | 0.40% | −0.02 |
| AAPL Apple Inc. | Reduce -1.6% | 0.16% | −0.01 |
| SCHM Schwab US Mid Cap ETF | Reduce -6.1% | 0.53% | −0.01 |
| SCHF Schwab Intl Equity ETF | Reduce -5.4% | 1.20% | −0.01 |
| TFI SS SPDR N Ice Muni Bond ETF | Reduce -90.2% | 0.38% | −0.00 |
| USHY iShares Broad Usd High Yield | Reduce -0.8% | 0.88% | −0.00 |
| IGIB iShares 5-10Y Inv Grade Corp. | Reduce -1.0% | 0.88% | −0.00 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -2.1% | 0.10% | +0.00 |
| SCHA Schwab US Small-Cap ETF | Reduce -3.7% | 0.49% | +0.00 |
| IXUS iShares Core Intl Stock ETF | Reduce -1.7% | 0.23% | +0.01 |
| AMGN Amgen Inc. | Reduce -1.2% | 0.08% | +0.01 |
| MUB iShares National Muni Bond E | Reduce -90.0% | 0.55% | +0.01 |
| CSCO Cisco Systems Inc. | Reduce -0.9% | 0.53% | +0.01 |
| SMH Vaneck Semiconductor ETF | Reduce -2.7% | 0.37% | +0.02 |
| VWO Vanguard Ftse Emerging Marke | Reduce -0.9% | 1.38% | +0.02 |
| GD General Dynamics Corp. | Reduce -0.5% | 0.71% | +0.02 |
| SCHH Schwab US REIT ETF | Reduce -1.4% | 0.88% | +0.03 |
| XOM Exxon Mobil Corp. | Reduce -7.7% | 0.13% | +0.03 |
| HDEF Xtrackers MSCI Eafe High Div | Reduce -90.2% | 0.98% | +0.04 |
| ED Consolidated Edison Inc. | Reduce -6.2% | 0.57% | +0.05 |
| ETN Eaton Corp. PLC | Reduce -1.1% | 0.78% | +0.09 |
| WMT Walmart Inc. | Reduce -0.6% | 0.89% | +0.11 |
| OSCV Opus Small Cap Value ETF | Reduce -2.7% | 2.25% | +0.13 |
| SPYD SS SPDR P S&P 500 Hi Div ETF | Reduce -1.7% | 2.72% | +0.15 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.3% | 3.89% | +0.16 |
| TER Teradyne Inc. | Reduce -19.9% | 0.92% | +0.19 |
| PSX Phillips 66 | Reduce -2.0% | 0.86% | +0.25 |
| XLE SS Energy Select Sector | Reduce -4.1% | 1.14% | +0.29 |
| CIEN Ciena Corp. | Reduce -12.3% | 1.43% | +0.47 |
| GLW Corning Inc. | Reduce -4.8% | 1.43% | +0.48 |
Portfolio Buys Q4 2025 → Q1 2026
| NVDA Nvidia Corp. | Add +37.5% | 3.16% | +0.76 |
| OKTA Okta Inc. | Add +69.7% | 1.40% | +0.51 |
| SCHR Schwab Intermediate-Term US | Add +11.2% | 4.42% | +0.50 |
| MPC Marathon Petroleum Corp. | Add +9.7% | 0.88% | +0.36 |
| VMBS Vanguard Mortgage-Backed Sec | Add +14.1% | 2.09% | +0.29 |
| META Meta Platforms Inc. Class A | Add +45.9% | 0.94% | +0.21 |
| DRSK Aptus Defined Risk ETF | Add +20.2% | 1.29% | +0.20 |
| IDUB Aptus Intl Enhan YLD ETF | Add +1.3% | 3.32% | +0.16 |
| NOW ServiceNow Inc. | Add +77.2% | 0.73% | +0.14 |
| XYZ Block Inc. | Add +18.1% | 1.30% | +0.13 |
| PFE Pfizer Inc. | Add +15.0% | 0.54% | +0.13 |
| SW Smurfit Westrock PLC | Add +11.9% | 0.68% | +0.10 |
| DUK Duke Energy Corp. | Add +4.1% | 0.58% | +0.09 |
| MRK Merck & Co. Inc. | Add +0.9% | 0.58% | +0.09 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +25.7% | 0.47% | +0.09 |
| IVV iShares Core S&P 500 ETF | Add +3.5% | 9.69% | +0.08 |
| NET Cloudflare Inc. Class A | Add +1.6% | 0.86% | +0.07 |
| PM Philip Morris International | Add +0.5% | 1.18% | +0.07 |
| MLPA Global X MLP ETF | New | 0.05% | +0.05 |
| SPLV Invesco S&P 500 Low Volatili | New | 0.05% | +0.05 |
| SCHP Schwab U.S. Tips ETF | Add +13.5% | 0.35% | +0.05 |
| PFFD Global X US Preferred ETF | Add +4.5% | 1.43% | +0.05 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +13.7% | 0.35% | +0.04 |
| GGG Graco Inc. | Add +0.8% | 0.61% | +0.04 |
| HZO Marinemax Inc. | Add +2.9% | 0.20% | +0.03 |
| VGIT Vanguard Intermediate-Term T | Add +6.5% | 0.23% | +0.02 |
| UNH Unitedhealth Group Inc. | Add +25.0% | 0.38% | +0.02 |
| MBB iShares MBS ETF | Add +5.3% | 0.20% | +0.01 |
| MP MP Materials Corp. | Add +3.5% | 1.04% | +0.01 |
| SPIB SS SPDR P Int C Corp. ETF | Add +7.5% | 0.13% | +0.01 |
| ITW Illinois Tool Works | Add +0.6% | 0.14% | +0.01 |
| IDV iShares International Select | Add +0.1% | 0.11% | +0.01 |
| AMT American Tower Corp. | Add +2.9% | 0.42% | +0.01 |
| VYM Vanguard High DVD Yield ETF | Add +0.3% | 0.16% | +0.01 |
| ABBV Abbvie Inc. | Add +940.9% | 0.66% | +0.01 |
| VRTX Vertex Pharmaceuticals Inc. | Add +1.7% | 0.28% | +0.01 |
| CMI Cummins Inc. | Add +0.7% | 0.07% | +0.01 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +0.1% | 0.08% | +0.01 |
| DXCM Dexcom Inc. | Add +3.8% | 0.89% | +0.00 |
| VNQ Vanguard Real Estate ETF | Add +0.2% | 0.06% | +0.00 |
| PTLC Pacer Trendpilot US Large Ca | Add +1.1% | 0.07% | −0.00 |
| PTNQ Pacer Trendpilot 100 ETF | Add +0.9% | 0.06% | −0.00 |
| ANET Arista Networks Inc. | Add +3.5% | 0.69% | −0.01 |
| V Visa Inc. Class A | Add +0.2% | 0.07% | −0.01 |
| APH Amphenol Corp. Class A | Add +1.6% | 0.77% | −0.02 |
| DPZ Domino's Pizza Inc. | Add +5.8% | 0.50% | −0.04 |
| ORCL Oracle Corp. | Add +22.1% | 0.61% | −0.04 |
| ABT Abbott Laboratories | Add +9.9% | 0.52% | −0.04 |
| ARGX Argenx SE - ADR | Add +2.4% | 0.50% | −0.05 |
| BLK BlackRock Inc. | Add +1.3% | 0.69% | −0.05 |
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 |