Swisher Financial Concepts, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 10, 2026, for the 2025 Q4 period, Swisher Financial Concepts, Inc. held in its portfolio 97 assets valued at $176,136,664 (i.e. $176.14M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($15.57M), VANGUARD STAR FDS ($13.73M), and ABBVIE INC ($11.85M).
The chart below shows the top 10 valuable assets, and the table below shows the top 97 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Swisher Financial Concepts, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 46452 | 15574235 | TOTAL STK MKT |
| VANGUARD STAR FDS | 182041 | 13733192 | VG TL INTL STK F |
| ABBVIE INC | 51866 | 11850929 | COM |
| CAPITAL GROUP DIVIDEND VALUE | 270859 | 11820250 | SHS CREATION UNI |
| ISHARES INC | 85453 | 8833264 | MSCI EQUAL WEITE |
| CAPITAL GROUP GROWTH ETF | 189932 | 8446318 | SHS CREATION UNI |
| CAPITAL GROUP DIVIDEND GROWE | 208776 | 7440756 | SHS ETF |
| VANGUARD BD INDEX FDS | 95891 | 7102651 | TOTAL BND MRKT |
| CAPITAL GRP FIXED INCM ETF T | 247742 | 6842697 | US MULTI-SECTOR |
| APPLE INC | 24906 | 6770772 | COM |
| CAPITAL GRP FIXED INCM ETF T | 290036 | 6566435 | CORE PLUS INCM |
| ABBOTT LABS | 51373 | 6436622 | COM |
| CAPITAL GROUP INTL FOCUS EQT | 187452 | 5539214 | SHS CREATION UNI |
| MICROSOFT CORP | 9849 | 4763357 | COM |
| AMAZON COM INC | 17134 | 3954871 | COM |
| EXXON MOBIL CORP | 27333 | 3289319 | COM |
| PACER FDS TR | 43581 | 2622251 | US CASH COWS 100 |
| ALPHABET INC | 5761 | 1803350 | CAP STK CL A |
| BROADCOM INC | 5110 | 1768445 | COM |
| NVIDIA CORPORATION | 7612 | 1419658 | COM |
| PHILIP MORRIS INTL INC | 8371 | 1342709 | COM |
| ELI LILLY & CO | 1199 | 1288539 | COM |
| ALPHABET INC | 3827 | 1200912 | CAP STK CL C |
| ISHARES GOLD TR | 14068 | 1141897 | ISHARES NEW |
| ISHARES SILVER TR | 17583 | 1132697 | ISHARES |
| SPDR GOLD TR | 2808 | 1112839 | GOLD SHS |
| SCHWAB STRATEGIC TR | 23916 | 1081223 | FUNDAMENTAL INTL |
| CAPITAL GROUP INTERNATIONAL | 32231 | 1047504 | SHS |
| INVESCO QQQ TR | 1640 | 1007769 | UNIT SER 1 |
| PROCTER AND GAMBLE CO | 6388 | 915489 | COM |
| GE AEROSPACE | 2840 | 874840 | COM NEW |
| GE VERNOVA INC | 1306 | 853564 | COM |
| T ROWE PRICE ETF INC | 17083 | 851759 | PRICE BLUE CHIP |
| JPMORGAN CHASE & CO. | 2604 | 839150 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 2491 | 756993 | SPONSORED ADS |
| BERKSHIRE HATHAWAY INC DEL | 1 | 754800 | CL A |
| CISCO SYS INC | 9734 | 749790 | COM |
| WALMART INC | 6495 | 723566 | COM |
| VANGUARD WHITEHALL FDS | 7530 | 688617 | INTL DVD ETF |
| ISHARES INC | 9306 | 676360 | MSCI EMRG CHN |
| TESLA INC | 1500 | 674582 | COM |
| CAPITAL GROUP CORE EQUITY ET | 16332 | 657055 | SHS CREATION UNI |
| COSTCO WHSL CORP NEW | 751 | 647617 | COM |
| VANGUARD INDEX FDS | 2204 | 639644 | MID CAP ETF |
| VERTIV HOLDINGS CO | 3891 | 630384 | COM CL A |
| CENTENE CORP DEL | 14564 | 599309 | COM |
| UNITED RENTALS INC | 729 | 589705 | COM |
| PROSHARES TR | 5558 | 578448 | S&P 500 DV ARIST |
| ALTRIA GROUP INC | 10025 | 578042 | COM |
| DBX ETF TR | 11767 | 566109 | XTRACK MSCI EAFE |
| ISHARES TR | 3780 | 560086 | US INDUSTRIALS |
| INVESCO EXCH TRADED FD TR II | 10765 | 524489 | S&P SMALLCAP 600 |
| PIMCO ETF TR | 19254 | 513707 | MULTISECTOR BD |
| INVESCO EXCHANGE TRADED FD T | 3685 | 510164 | S&P MDCP MOMNTUM |
| VANGUARD BD INDEX FDS | 5649 | 439976 | INTERMED TERM |
| VANGUARD ADMIRAL FDS INC | 974 | 433031 | 500 GRTH IDX F |
| CINCINNATI FINL CORP | 2622 | 428225 | COM |
| ISHARES TR | 3271 | 403220 | S&P 500 GRWT ETF |
| CARDINAL HEALTH INC | 1956 | 401959 | COM |
| NEXTERA ENERGY INC | 4670 | 374908 | COM |
| CONSTELLATION ENERGY CORP | 1044 | 368822 | COM |
| J P MORGAN EXCHANGE TRADED F | 7728 | 360965 | REALTY INCOME ET |
| VANGUARD INDEX FDS | 557 | 348789 | S&P 500 ETF SHS |
| AMPLIFY ETF TR | 4340 | 323091 | ONLIN RETL ETF |
| BERKSHIRE HATHAWAY INC DEL | 642 | 322701 | CL B NEW |
| VISA INC | 919 | 322304 | COM CL A |
| VANGUARD WORLD FD | 776 | 320310 | MEGA GRWTH IND |
| VANGUARD WORLD FD | 1708 | 315937 | UTILITIES ETF |
| SPDR SERIES TRUST | 2368 | 310490 | STATE STREET SPD |
| ISHARES TR | 1440 | 309164 | US AER DEF ETF |
| CUMMINS INC | 597 | 304506 | COM |
| GENERAL MLS INC | 6475 | 301108 | COM |
| UNITEDHEALTH GROUP INC | 910 | 300400 | COM |
| VANGUARD INTL EQUITY INDEX F | 5515 | 296486 | FTSE EMR MKT ETF |
| HUNTINGTON BANCSHARES INC | 16923 | 293614 | COM |
| MCKESSON CORP | 352 | 288742 | COM |
| BANK AMERICA CORP | 4774 | 262564 | COM |
| MERCK & CO INC | 2478 | 260801 | COM |
| COCA COLA CO | 3580 | 250267 | COM |
| VANGUARD MUN BD FDS | 3310 | 250137 | CORE TAX EXEMPT |
| VANGUARD MALVERN FDS | 4845 | 249905 | MULTI SECTOR |
| VANGUARD MALVERN FDS | 3205 | 249653 | CORE BD ETF |
| ISHARES TR | 2693 | 248427 | U.S. FIN SVC ETF |
| FIRST TR EXCHANGE-TRADED FD | 5533 | 245334 | SHS |
| T ROWE PRICE ETF INC | 5408 | 243183 | PRICE DIV GRWT |
| MONDELEZ INTL INC | 4439 | 238952 | CL A |
| INVESCO EXCH TRADED FD TR II | 943 | 238503 | NASDAQ 100 ETF |
| INVESCO EXCHANGE TRADED FD T | 3951 | 225760 | S&P SMCP VLU MNT |
| ISHARES BITCOIN TRUST ETF | 4525 | 224667 | SHS BEN INT |
| ISHARES TR | 736 | 221624 | ISHARES SEMICDTR |
| VANGUARD WORLD FD | 1045 | 216888 | MATERIALS ETF |
| CATERPILLAR INC | 378 | 216547 | COM |
| CAPITAL GRP FIXED INCM ETF T | 7737 | 205192 | CORE BOND ETF |
| ACCENTURE PLC IRELAND | 762 | 204447 | SHS CLASS A |
| GORMAN RUPP CO | 4256 | 203222 | COM |
| NORTHERN LTS FD TR IV | 4640 | 200482 | INSPIRE GBL HOPE |
| AGILON HEALTH INC | 32550 | 22417 | COM |
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