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Ground Swell Capital, LLC - Portfolio Stock Holdings

Ground Swell Capital, LLC disclosed 241 stock positions in a recent SEC 13F filing. $91,337,136 of stock holdings were filed, with the largest holdings including IVV, SPCX, and IWM. This filing represented positions held on June 30, 2026, and was filed on Aug. 5, 2026.

We estimate the fund has a total AUM of $949,165,173 and has 10 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.

Report Period:

June 30, 2026

No. of Stocks:

241

Est. Stock Holding Value:

$91,337,136

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Ground Swell Capital, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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