Swisher Financial Concepts, Inc. - Portfolio Stock Holdings
Swisher Financial Concepts, Inc. disclosed 111 stock positions in a recent SEC 13F filing. $155,848,080 of stock holdings were filed, with the largest holdings including VTI, VXUS, and CGDV. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $316,989,035 and has 8 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
111Est. Stock Holding Value:
$155,848,080Top Stock Holdings By Sector
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Portfolio Stock Holdings - Swisher Financial Concepts, Inc.
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