SWS Partners has filed its Form 13F-HR for the third quarter of 2026, disclosing the firm's equity portfolio as of September 30, 2026. The filing lists the firm's address as 230 West Street, Suite 500, Columbus, OH 43201, and identifies Kaleb Williams as the consultant responsible for the report.
The portfolio consists of 108 distinct securities. The largest holding in the filing is the iShares Core S&P 500 ETF, which represents 38,113,314 shares. Other notable equity positions include NVIDIA Corporation with 8,431,010 shares, Micron Technology Inc with 11,088 shares, and Okta Inc CL A with 46,825 shares.
The filing also lists a significant number of exchange-traded funds (ETFs) and other investment products. Major ETF holdings include the Schwab Strategic Term U.S. Treasury ETF with 776,028 shares, the ETF Solutions Aptus Int Enhanced Yield ETF with 582,136 shares, and the Vanguard Scottsdale Funds Muni-Bond Securities ETF with 190,342 shares.
The list of individual stocks includes a mix of technology, healthcare, and consumer companies. Top individual stock positions include Arista Networks Inc with 24,922 shares, Eli Lilly & Co with 6,706 shares, Snowflake Inc with 22,391 shares, and PureCycle Technologies Inc with 1,619,108 shares.
