Among active 13F managers last quarter, 1 added and 1 reduced; the largest holder to move was Ethos Financial Group, LLC (−4.3%).
3 tracked 13F filers disclose a position in SWHRX as of the latest SEC 13F filings, a combined $318K in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Ethos Financial Group, LLC | 15K | $229K | ▼−4.3% Reduced · −672 sh | Q2 2026 | |
| 2 | Coston, McIsaac & Partners | 6K | $84K | ▲+620% Added · +5K sh | Q2 2026 | |
| 3 | Vermillion Wealth Management, Inc. | 314 | $5K | ▲Added Added · +314 sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 1 fund added to an existing position in SWHRX, while 1 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Apple IncAAPL | 2 funds | $43.2M |
| Vanguard S&P 500 ETFVOO | 2 funds | $43.1M |
| Vanguard Tot World STK ETFVT | 2 funds | $37.8M |
| SS SPDR S&P 500 ETF Trust-USSPY | 2 funds | $30.5M |
| Schwab US Large-Cap ETFSCHX | 2 funds | $30.3M |
| Vanguard Dividend Apprec ETFVIG | 2 funds | $27.8M |
| Berkshire Hathaway Inc-CL BBRK/B | 2 funds | $24.3M |
| SPDR Gold SharesGLD | 2 funds | $22.5M |
| Schwab US Large-Cap ValueSCHV | 2 funds | $20.6M |
| Ishares Msci Eafe ETFEFA | 2 funds | $20.4M |
| Vanguard Total Stock MKT ETFVTI | 2 funds | $20.1M |
| Invesco S&P 500 Equal WeightRSP | 2 funds | $14.7M |
Ranked by how many of SWHRX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SWHRX.
| Class | 13F holders | Value held |
|---|---|---|
| SWPPXSWPPX | 19 funds | $108.8M |
| SWTSXSCHWAB MUTL FUNDS | 8 funds | $115.7M |
| SWSSXSCHWAB MUTL FUNDS | 7 funds | $5.3M |
| SWISXSCHWAB MUTL FUNDS | 7 funds | $2.5M |
| SFNNXSCHWAB MUTL FUNDS | 4 funds | $59.5M |
| SFLNXMutual Funds | 4 funds | $27.1M |
| SWHGXSCHWAB MUTL FUNDS | 4 funds | $376K |
| SWIRXSCHWAB MUTL FUNDS | 3 funds | $450K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for SWHRX
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/SWHRX/capital-change-brief"
Use Arkolith's capital_change_brief for SWHRX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for SWHRX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.