Swisher Financial Concepts, Inc.

Est. AUM

$178.7M

13F long equity, this entity only

Positions

102

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	TOTAL STK MKT	$15.4M	47953	8.61%	SOLE
2	VANGUARD STAR FDS	VG TL INTL STK F	$14.7M	190255	8.21%	SOLE
3	CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$11.7M	275527	6.56%	SOLE
4	ABBVIE INC	COM	$11.3M	51889	6.31%	SOLE
5	ISHARES INC	MSCI EQUAL WEITE	$8.5M	83690	4.77%	SOLE
6	CAPITAL GROUP DIVIDEND GROWE	SHS ETF	$8.0M	222399	4.47%	SOLE
7	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$8.0M	108009	4.45%	SOLE
8	CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$7.6M	188927	4.25%	SOLE
9	CAPITAL GRP FIXED INCM ETF T	US MULTI-SECTOR	$7.6M	277457	4.23%	SOLE
10	CAPITAL GRP FIXED INCM ETF T	CORE PLUS INCM	$7.2M	322053	4.03%	SOLE
11	APPLE INC	COM	$6.4M	25078	3.56%	SOLE
12	ABBOTT LABORATORIES	COM	$5.3M	51431	2.95%	SOLE
13	EXXON MOBIL CORP	COM	$4.6M	27402	2.60%	SOLE
14	CAPITAL GROUP INTERNATIONAL	SHS	$4.5M	135598	2.51%	SOLE
15	MICROSOFT CORP	COM	$3.8M	10349	2.14%	SOLE
16	AMAZON COM INC	COM	$3.7M	17953	2.09%	SOLE
17	PACER FDS TR	US CASH COWS 100	$2.7M	43053	1.51%	SOLE
18	CAPITAL GROUP INTL FOCUS EQT	SHS CREATION UNI	$2.4M	82576	1.36%	SOLE
19	ALPHABET INC	CAP STK CL A	$1.7M	5867	0.94%	SOLE
20	BROADCOM INC	COM	$1.6M	5048	0.87%	SOLE
21	ISHARES GOLD TR	ISHARES NEW	$1.4M	15883	0.78%	SOLE
22	PHILIP MORRIS INTL INC	COM	$1.4M	8430	0.78%	SOLE
23	NVIDIA CORPORATION	COM	$1.3M	7364	0.72%	SOLE
24	ISHARES SILVER TR	ISHARES	$1.2M	17731	0.68%	SOLE
25	GE VERNOVA INC	COM	$1.2M	1353	0.66%	SOLE
26	SPDR GOLD TR	GOLD SHS	$1.2M	2743	0.66%	SOLE
27	SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$1.2M	23518	0.64%	SOLE
28	ELI LILLY & CO	COM	$1.1M	1203	0.62%	SOLE
29	ALPHABET INC	CAP STK CL C	$1.1M	3767	0.60%	SOLE
30	VERTIV HOLDINGS CO	COM CL A	$983K	3922	0.55%	SOLE
31	PROCTER & GAMBLE CO	COM	$931K	6444	0.52%	SOLE
32	INVESCO QQQ TR	UNIT SER 1	$875K	1515	0.49%	SOLE
33	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$851K	2517	0.48%	SOLE
34	WALMART INC	COM	$811K	6524	0.45%	SOLE
35	GE AEROSPACE	COM NEW	$809K	2852	0.45%	SOLE
36	CISCO SYS INC	COM	$806K	10382	0.45%	SOLE
37	JPMORGAN CHASE & CO	COM	$774K	2632	0.43%	SOLE
38	COSTCO WHOLESALE CORPORATION	COM	$746K	749	0.42%	SOLE
39	BERKSHIRE HATHAWAY INC DEL	CL A	$718K	1	0.40%	SOLE
40	ISHARES INC	MSCI EMRG CHN	$707K	8990	0.40%	SOLE
41	ALTRIA GROUP INC	COM	$668K	10116	0.37%	SOLE
42	T ROWE PRICE ETF INC	PRICE BLUE CHIP	$643K	14563	0.36%	SOLE
43	LAZARD ACTIVE ETF TR	INTL DYNAMIC EQT	$637K	20050	0.36%	SOLE
44	VANGUARD INDEX FDS	MID CAP ETF	$625K	2176	0.35%	SOLE
45	VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$615K	1507	0.34%	SOLE
46	VANGUARD WHITEHALL FDS	INTL DVD ETF	$592K	6698	0.33%	SOLE
47	PIMCO ETF TR	MULTISECTOR BD	$573K	21886	0.32%	SOLE
48	DBX ETF TR	XTRACK MSCI EAFE	$572K	11578	0.32%	SOLE
49	INVESCO EXCHANGE TRADED FD T	S&P MDCP MOMNTUM	$566K	3901	0.32%	SOLE
50	PROSHARES TR	S&P 500 DV ARIST	$552K	5206	0.31%	SOLE

1–50 of 102

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.