SWMG, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 118 distinct securities held by the firm.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with holdings from issuers such as BlackRock, iShares, SPDR, and Vanguard comprising the majority of the list. Major equity positions include shares of Apple Inc., Microsoft Corporation, NVIDIA Corporation, and Tesla Inc.
Specific individual stock holdings identified in the filing include Advanced Micro Devices, Alphabet Inc., Amazon.com Inc., AT&T Inc., Cion Investment Corp, Clean Harbors Inc., Disney, ExxonMobil Holdings Corp, Intel Corp, International Business Machines, Lockheed Martin Corp, Novo-Nordisk A S ADR, Oracle Corp, Pinnacle Financial Partners Inc, Quest Diagnostics Inc, and Rocket Lab Corp.
The filing also lists various ETFs tracking sectors including healthcare, technology, defense, and infrastructure, as well as funds focused on global markets, emerging markets, and fixed income.
