Among active 13F managers last quarter, 1 added and none reduced or exited; the largest holder to move was Coston, McIsaac & Partners (+91%).
2 tracked 13F filers disclose a position in SWYFX as of the latest SEC 13F filings, a combined $74K 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 | Coston, McIsaac & Partners | 4K | $72K | ▲+91% Added · +2K sh | Q2 2026 | |
| 2 | Vermillion Wealth Management, Inc. | 116 | $2K | ▲New +116 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 SWYFX, while none reduced or exited. 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 |
|---|---|---|
| Vanguard Dividend Apprec ETFVIG | 1 funds | $26.3M |
| Schwab US Treasury Money-InvSNSXX | 1 funds | $23.5M |
| Vanguard Ultra SHRT TreasuryVGUS | 1 funds | $21.9M |
| Vanguard Ftse All-World Ex-UVEU | 1 funds | $21.4M |
| Dfa Global Equity Port-InstDGEIX | 1 funds | $19.5M |
| Vanguard Total Stock MKT ETFVTI | 1 funds | $17.9M |
| Berkshire Hathaway Inc-CL BBRK/B | 1 funds | $15.7M |
| Apple IncAAPL | 1 funds | $14.6M |
| Dimensional US Eq MKT ETFDFUS | 1 funds | $12.9M |
| Williams-Sonoma IncWSM | 1 funds | $11.6M |
| Dimensional Core Fixed IncDFCF | 1 funds | $11.4M |
| Walmart IncWMT | 1 funds | $10.4M |
Ranked by how many of SWYFX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SWYFX.
| Class | 13F holders | Value held |
|---|---|---|
| SWMCXSWMCX | 3 funds | $15.8M |
| SWYJXSCHWAB MUTL FUNDS | 2 funds | $230K |
| SWYOXSCHWAB MUTL FUNDS | 2 funds | $143K |
| SWYEXSCHWAB MUTL FUNDS | 2 funds | $138K |
| SWYFXthis pageSCHWAB MUTL FUNDS | 2 funds | $74K |
| SWYHXSCHWAB MUTL FUNDS | 2 funds | $57K |
| SWYNXSCHWAB MUTL FUNDS | 2 funds | $44K |
| SWYMXSCHWAB MUTL FUNDS | 2 funds | $35K |
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 SWYFX
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/SWYFX/capital-change-brief"
Use Arkolith's capital_change_brief for SWYFX. 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 SWYFX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.