Ground Swell Capital, LLC ETF holdings
Folly Beach, SC
Reported $53.2M in 21 ETFs in its Form 13F for June 30, 2026.
ETF value
$53.2M
ETFs held
21
Change from prior quarter
+95.5%
With price moves
ETFs as a share of its 13F
57.5%
of $92.6M
Top 10 of 21 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $34.1M | 45,595 | New position |
| IWM | iShares Russell 2000 ETF | $12.0M | 39,841 | New position |
| DYNF | iShares U.S. Equity Factor Rotation Active ETF | $831K | 12,219 | New position |
| IWD | iShares Russell 1000 Value ETF | $829K | 3,419 | New position |
| VTV | Vanguard Morningstar Value ETF | $544K | 2,498 | New position |
| BNDX | Vanguard Total International Bond ETF | $481K | 9,931 | New position |
| EFA | iShares MSCI EAFE ETF | $480K | 4,616 | New position |
| SCHB | Schwab U.S. Broad Market ETF | $445K | 15,359 | New position |
| PFF | iShares Preferred and Income Securities ETF | $433K | 14,216 | +6,707 shares |
| TQQQ | ProShares UltraPro QQQ | $420K | 5,191 | New position |
11 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001534450. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Ground Swell Capital, LLC own?
Ground Swell Capital, LLC reported 21 ETF positions worth $53.2M in its Form 13F for June 30, 2026. The largest was IVV, at $34.1M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.