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CIK: 0001731731
Total reported value
$463.0M
$463.0M
112 檔
21.4%
During the Q1 2026 filing period, SWS Partners (CIK: 0001731731) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $463.0M across 112 reported positions.
In Q1 2026, SWS Partners displayed an active expansion posture, initiating 2 new positions and adding to 64 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 9.69% | -0.89% | +3.50% | |
| 2 | SCHR | Schwab Intermediate-term US | ETF-Other | 4.42% | -0.50% | +11.24% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.89% | -0.36% | -0.27% | |
| 4 | IDUB | Aptus Intl Enhan Yld ETF | ETF-Other | 3.32% | -0.14% | +1.33% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.16% | +0.45% | +37.46% | |
| 6 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 2.72% | -0.58% | -1.70% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.53% | -0.36% | -16.83% | |
| 8 | OSCV | Opus Small Cap Value ETF | ETF-Small Cap | 2.25% | -0.13% | -2.67% | |
| 9 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 2.09% | -0.26% | +14.08% | |
| 10 | GH | Guardant Health Inc | Stock-Healthcare | 1.81% | +0.61% | +2.94% | |
| 11 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.76% | — | -7.05% | |
| 12 | NTRA | Natera Inc | Stock-Healthcare | 1.45% | +0.32% | +1.53% | |
| 13 | CIEN | Ciena CORP | Stock-Tech | 1.43% | +0.01% | -12.35% | |
| 14 | PFFD | Global X US Preferred ETF | ETF-Other | 1.43% | -0.30% | +4.47% | |
| 15 | GLW | Corning Inc | Stock-Tech | 1.43% | -0.23% | -4.75% | |
| 16 | OKTA | Okta Inc | Stock-Tech | 1.40% | +0.37% | +69.72% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.38% | -0.07% | -0.87% | |
| 18 | MRVL | Marvell Technology Inc | Stock-Tech | 1.36% | +0.51% | -21.94% | |
| 19 | PCT | Purecycle Technologies Inc | Stock-Other | 1.32% | +1.19% | +4.19% | |
| 20 | XYZ | Block Inc | Stock-Financials | 1.30% | +0.18% | +18.08% | |
| 21 | DRSK | Aptus Defined Risk ETF | ETF-Other | 1.29% | -0.11% | +20.18% | |
| 22 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.20% | -0.03% | -5.43% | |
| 23 | PM | Philip Morris International | Stock-Consumer Staples | 1.18% | -0.08% | +0.54% | |
| 24 | AMBA | Ambarella, Inc. | Stock-Tech | 1.16% | +1.29% | +2.52% | |
| 25 | XLE | Ss Energy Select Sector | ETF-Other | 1.14% | -0.30% | -4.14% | |
| 26 | MP | Mp Materials CORP | Stock-Materials | 1.04% | +0.04% | +3.55% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.03% | -0.04% | -3.77% | |
| 28 | SNOW | Snowflake Inc | Stock-Tech | 1.02% | +0.54% | +29.24% | |
| 29 | HDEF | Xtrackers Msci Eafe High Div | ETF-Other | 0.98% | -0.11% | -90.20% | |
| 30 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.97% | -0.11% | +3.19% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.94% | +0.15% | +45.88% | |
| 32 | TER | Teradyne Inc | Stock-Tech | 0.92% | +0.43% | -19.89% | |
| 33 | DXCM | Dexcom Inc | Stock-Healthcare | 0.89% | -0.26% | +3.79% | |
| 34 | WMT | Walmart Inc | Stock-Consumer Staples | 0.89% | -0.19% | -0.64% | |
| 35 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.88% | -0.08% | -1.01% | |
| 36 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.88% | -0.08% | -0.81% | |
| 37 | WFC | Wells Fargo & Co | Stock-Financials | 0.88% | -0.10% | -8.37% | |
| 38 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.88% | -0.11% | +9.65% | |
| 39 | SCHH | Schwab US Reit ETF | ETF-Other | 0.88% | -0.04% | -1.45% | |
| 40 | PINS | Pinterest Inc- Class A | Stock-Comm Services | 0.87% | -0.23% | +29.45% | |
| 41 | PSX | Phillips 66 | Stock-Energy | 0.86% | -0.15% | -2.03% | |
| 42 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.86% | +0.06% | +1.56% | |
| 43 | MU | Micron Technology Inc | Stock-Tech | 0.85% | +1.75% | -37.73% | |
| 44 | UBER | Uber Technologies Inc | Stock-Industrials | 0.81% | -0.08% | +0.78% | |
| 45 | RH | Rh | Stock-Consumer Disc | 0.80% | -0.16% | +2.89% | |
| 46 | ETN | Eaton Corporation plc | Stock-Industrials | 0.78% | -0.03% | -1.05% | |
| 47 | APH | Amphenol Corp-cl A | Stock-Tech | 0.77% | -0.13% | +1.62% | |
| 48 | NOW | Servicenow Inc | Stock-Tech | 0.73% | -0.73% | EXIT | |
| 49 | GD | General Dynamics CORP | Stock-Industrials | 0.71% | -0.03% | -0.52% | |
| 50 | BLK | Blackrock Inc | Stock-Financials | 0.69% | -0.11% | +1.32% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.8% | +37.46% | Add |
| 2 | OKTA | Okta Inc | +0.5% | +69.72% | Add |
| 3 | SCHR | Schwab Intermediate-term US | +0.5% | +11.24% | Add |
| 4 | GLW | Corning Inc | +0.5% | -4.75% | Trim |
| 5 | CIEN | Ciena CORP | +0.5% | -12.35% | Trim |
| 6 | MPC | Marathon Petroleum CORP | +0.4% | +9.65% | Add |
| 7 | XLE | Ss Energy Select Sector | +0.3% | -4.14% | Trim |
| 8 | VMBS | Vanguard Mortgage-backed Sec | +0.3% | +14.08% | Add |
| 9 | PSX | Phillips 66 | +0.3% | -2.03% | Trim |
| 10 | META | Meta Platforms Inc-class A | +0.2% | +45.88% | Add |
| 11 | DRSK | Aptus Defined Risk ETF | +0.2% | +20.18% | Add |
| 12 | TER | Teradyne Inc | +0.2% | -19.89% | Trim |
| 13 | IJH | Ishares Core S&p Midcap ETF | +0.2% | -0.27% | Trim |
| 14 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | +0.2% | -1.70% | Trim |
| 15 | IDUB | Aptus Intl Enhan Yld ETF | +0.2% | +1.33% | Add |
| 16 | NOW | Servicenow Inc | +0.1% | +77.21% | Add |
| 17 | PFE | Pfizer Inc | +0.1% | +14.98% | Add |
| 18 | XYZ | Block Inc | +0.1% | +18.08% | Add |
| 19 | OSCV | Opus Small Cap Value ETF | +0.1% | -2.67% | Trim |
| 20 | SW | Smurfit Westrock Plc | +0.1% | +11.95% | Add |
| 21 | WMT | Walmart Inc | +0.1% | -0.64% | Trim |
| 22 | ETN | Eaton Corporation plc | +0.1% | -1.05% | Trim |
| 23 | DUK | Duke Energy CORP | +0.1% | +4.09% | Add |
| 24 | MRK | Merck & Co. Inc. | +0.1% | +0.91% | Add |
| 25 | IVV | Ishares Core S&p 500 ETF | +0.1% | +3.50% | Add |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +25.74% | Add |
| 27 | NET | Cloudflare Inc - Class A | +0.1% | +1.56% | Add |
| 28 | PM | Philip Morris International | +0.1% | +0.54% | Add |
| 29 | SCHP | Schwab U.s. Tips ETF | +0.1% | +13.54% | Add |
| 30 | ED | Consolidated Edison Inc | +0.1% | -6.16% | Trim |
| 31 | PFFD | Global X US Preferred ETF | +0.1% | +4.47% | Add |
| 32 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | 0% | +13.72% | Add |
| 33 | XOM | Exxon Mobil CORP | 0% | -7.67% | Trim |
| 34 | GGG | Graco Inc | 0% | +0.79% | Add |
| 35 | HDEF | Xtrackers Msci Eafe High Div | 0% | -90.20% | Trim |
| 36 | HZO | Marinemax Inc | 0% | +2.91% | Add |
| 37 | SCHD | Schwab US Dvd Equity ETF | 0% | — | Unchanged |
| 38 | SCHH | Schwab US Reit ETF | 0% | -1.45% | Trim |
| 39 | VWO | Vanguard Ftse Emerging Marke | 0% | -0.87% | Trim |
| 40 | SMH | Vaneck Semiconductor ETF | 0% | -2.71% | Trim |
| 41 | VGIT | Vanguard Intermediate-term T | 0% | +6.50% | Add |
| 42 | GD | General Dynamics CORP | 0% | -0.52% | Trim |
| 43 | MBB | Ishares Mbs ETF | 0% | +5.34% | Add |
| 44 | UNH | Unitedhealth Group Inc | 0% | +25.02% | Add |
| 45 | MP | Mp Materials CORP | 0% | +3.55% | Add |
| 46 | IDV | Ishares International Select | 0% | +0.13% | Add |
| 47 | SPIB | Ss Spdr P Int C CORP ETF | 0% | +7.51% | Add |
| 48 | ITW | Illinois Tool Works | 0% | +0.57% | Add |
| 49 | ABBV | Abbvie Inc | 0% | +940.89% | Add |
| 50 | VYM | Vanguard High Dvd Yield ETF | 0% | +0.28% | Add |
According to official SEC Form 13F filings, SWS Partners reported a total U.S. public equity portfolio value of $463.0M across 112 disclosed positions in Q1 2026.
During Q1 2026, SWS Partners's top holdings by market value included IVV (9.7%)、SCHR (4.4%)、IJH (3.9%). The largest single position, IVV, represented 9.7% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, SCHR, IJH) accounted for 21.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
MLPA
市值: $221.5K
Top Position Liquidated / Trimmed
INTU
前期市值: $2.5M
In Q1 2026, SWS Partners made 113 total portfolio adjustments, initiating 2 new buys, adding to 64 positions, trimming 42 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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