Swisher Financial Concepts, Inc. holds a focused book of 107 stocks worth $158.8M as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened Advanced Micro Devices and trimmed Vanguard Total Stock MKT ETF. Their largest long position is Vanguard Total Stock MKT ETF at 11% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
28% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Swisher Financial Concepts, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $98.4B |
| LPL Financial LLC | 80 / 80 | $87.4B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $85.7B |
| Cetera Investment Advisers | 80 / 80 | $24.4B |
| COMMONWEALTH EQUITY SERVICES, LLC | 80 / 80 | $20.3B |
| MORGAN STANLEY | 79 / 80 | $540.0B |
| ROYAL BANK OF CANADA | 79 / 80 | $153.7B |
| OSAIC HOLDINGS, INC. | 79 / 80 | $18.4B |
Ranked by how many of Swisher Financial Concepts, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS TOTAL STK MKT | $17.7M | 47.9K | 11.2% | ▼−0.1% Reduced · −52 sh | |
| 2 | Vanguard Star FDS VG TL INTL STK F | $16.1M | 188.3K | 10.1% | ▼−1.0% Reduced · −2K sh | |
| 3 | Capital Group Dividend Value SHS CREAT UNIT | $12.4M | 251.5K | 7.8% | ▼−8.7% Reduced · −24K sh | |
| 4 | Abbvie Inc COM | $11.2M | 44.7K | 7.1% | ▼−14% Reduced · −7K sh | |
| 5 | Ishares Inc MSCI EQUAL WEITE | $9.5M | 83.6K | 6.0% | ▼−0.1% Reduced · −85 sh | |
| 6 | Capital Group Growth ETF SHS CREAT UNIT | $8.5M | 180.9K | 5.4% | ▼−4.2% Reduced · −8K sh | |
| 7 | Capital Group Dividend Growe SHS ETF | $8.3M | 220.8K | 5.2% | ▼−0.7% Reduced · −2K sh | |
| 8 | Vanguard BD Index FDS TOTAL BND MRKT | $8.1M | 109.9K | 5.1% | ▲+1.8% Added · +2K sh | |
| 9 | Capital Grp Fixed Incm ETF T US MULTI-SECTOR | $7.3M | 268.5K | 4.6% | ▼−3.2% Reduced · −9K sh | |
| 10 | Capital Grp Fixed Incm ETF T CORE PLUS INCM | $6.9M | 311.0K | 4.4% | ▼−3.4% Reduced · −11K sh | |
| 11 | Capital Group International SHS | $5.0M | 136.4K | 3.1% | ▲+0.6% Added · +847 sh | |
| 12 | Abbott Laboratories COM | $4.1M | 44.7K | 2.6% | ▼−13% Reduced · −7K sh | |
| 13 | Apple Inc COM | $3.2M | 11.2K | 2.0% | ▼−55% Reduced · −14K sh | |
| 14 | Exxon Mobil Corp COM | $2.9M | 21.3K | 1.8% | ▼−22% Reduced · −6K sh | |
| 15 | Amazon Com Inc COM | $2.3M | 9.8K | 1.5% | ▼−45% Reduced · −8K sh | |
| 16 | Microsoft Corp COM | $2.2M | 5.9K | 1.4% | ▼−43% Reduced · −4K sh | |
| 17 | Pacer FDS TR US CASH COWS 100 | $1.6M | 25.9K | 1.0% | ▼−40% Reduced · −17K sh | |
| 18 | Capital Group Intl Focus Eqt SHS CREAT UNIT | $1.6M | 46.5K | 1.0% | ▼−44% Reduced · −36K sh | |
| 19 | Alphabet Inc CAP STK CL A | $1.5M | 4.2K | 0.9% | ▼−29% Reduced · −2K sh | |
| 20 | Ge Vernova Inc COM | $1.2M | 1.1K | 0.8% | ▼−22% Reduced · −301 sh | |
| 21 | Broadcom Inc COM | $1.2M | 3.3K | 0.8% | ▼−35% Reduced · −2K sh | |
| 22 | Invesco QQQ TR UNIT SER 1 | $1.1M | 1.4K | 0.7% | ▼−5.6% Reduced · −85 sh | |
| 23 | Nvidia Corporation COM | $937K | 4.7K | 0.6% | ▼−36% Reduced · −3K sh | |
| 24 | Eli Lilly & Co COM | $932K | 777 | 0.6% | ▼−35% Reduced · −426 sh | |
| 25 | Centene Corp Del COM | $922K | 14.4K | 0.6% | ▼−1.4% Reduced · −200 sh | |
| 26 | Vanguard Admiral FDS Inc 500 GRTH IDX F | $897K | 10.9K | 0.6% | ▲+620% Added · +9K sh | |
| 27 | Alphabet Inc CAP STK CL C | $875K | 2.5K | 0.6% | ▼−34% Reduced · −1K sh | |
| 28 | Taiwan Semiconductor Manufac SPONSORED ADS | $795K | 1.7K | 0.5% | ▼−34% Reduced · −853 sh | |
| 29 | Ishares Gold TR ISHARES NEW | $760K | 10.1K | 0.5% | ▼−37% Reduced · −6K sh | |
| 30 | Berkshire Hathaway Inc Del CL A | $749K | 1 | 0.5% | —Held | |
| 31 | Lazard Active ETF TR INTL DYNAMIC EQT | $719K | 20.5K | 0.5% | ▲+2.3% Added · +463 sh | |
| 32 | Schwab Strategic TR FUNDAMENTAL INTL | $684K | 13.0K | 0.4% | ▼−45% Reduced · −11K sh | |
| 33 | Ge Aerospace COM NEW | $554K | 1.5K | 0.3% | ▼−48% Reduced · −1K sh | |
| 34 | Vertiv Holdings Co COM CL A | $527K | 1.6K | 0.3% | ▼−60% Reduced · −2K sh | |
| 35 | Pimco ETF TR MULTISECTOR BD | $511K | 19.3K | 0.3% | ▼−12% Reduced · −3K sh | |
| 36 | JPMorgan Chase & Co COM | $496K | 1.5K | 0.3% | ▼−42% Reduced · −1K sh | |
| 37 | Gorman Rupp Co COM | $486K | 5.3K | 0.3% | ▲+25% Added · +1K sh | |
| 38 | Cincinnati Finl Corp COM | $482K | 2.6K | 0.3% | ▼−1.0% Reduced · −26 sh | |
| 39 | SPDR Gold TR GOLD SHS | $475K | 1.3K | 0.3% | ▼−53% Reduced · −1K sh | |
| 40 | Walmart Inc COM | $464K | 4.1K | 0.3% | ▼−37% Reduced · −2K sh | |
| 41 | Cisco Sys Inc COM | $462K | 3.9K | 0.3% | ▼−62% Reduced · −6K sh | |
| 42 | Invesco Exchange Traded FD T S&P MDCP MOMNTUM | $461K | 2.7K | 0.3% | ▼−31% Reduced · −1K sh | |
| 43 | Ishares Silver TR ISHARES | $405K | 7.6K | 0.3% | ▼−57% Reduced · −10K sh | |
| 44 | Vanguard Index FDS MID CAP ETF | $379K | 4.7K | 0.2% | ▲+116% Added · +3K sh | |
| 45 | J P Morgan Exchange Traded F RLTY INCOME ETF | $335K | 6.4K | 0.2% | ▼−22% Reduced · −2K sh | |
| 46 | Ishares TR CORE S&P500 ETF | $332K | 443 | 0.2% | ▲+2.3% Added · +10 sh | |
| 47 | Schwab Strategic TR 5 10YR CORP BD | $318K | 14.1K | 0.2% | —Held | |
| 48 | Schwab Strategic TR US LRG CAP ETF | $308K | 10.5K | 0.2% | —Held | |
| 49 | Procter & Gamble Co COM | $305K | 2.1K | 0.2% | ▼−68% Reduced · −4K sh | |
| 50 | Costco Wholesale Corporation COM | $305K | 326 | 0.2% | ▼−56% Reduced · −423 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1947503/holdings"
Use Arkolith to show Swisher Financial Concepts, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.