Swisher Financial Concepts, Inc. ETF holdings
Westerville, OH
Reported $115.6M in 55 ETFs in its Form 13F for June 30, 2026.
ETF value
$115.6M
ETFs held
55
Change from prior quarter
-2.3%
With price moves
ETFs as a share of its 13F
72.8%
of $158.8M
Top 10 of 55 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VTI | Vanguard Morningstar Total Stock Market ETF | $17.7M | 47,901 | −52 shares |
| VXUS | Vanguard Total International Stock ETF | $16.1M | 188,279 | −1,976 shares |
| CGDV | Capital Group Dividend Value ETF | $12.4M | 251,460 | −24,067 shares |
| EUSA | iShares MSCI USA Equal Weighted ETF | $9.5M | 83,605 | −85 shares |
| CGGR | Capital Group Growth ETF | $8.5M | 180,904 | −8,023 shares |
| CGDG | Capital Group Dividend Growers ETF | $8.3M | 220,758 | −1,641 shares |
| BND | Vanguard Total Bond Market ETF | $8.1M | 109,922 | +1,913 shares |
| CGMS | Capital Group U.S. Multi-Sector Income ETF | $7.3M | 268,461 | −8,996 shares |
| CGCP | Capital Group Core Plus Income ETF | $6.9M | 310,986 | −11,067 shares |
| CGIC | Capital Group International Core Equity ETF | $5.0M | 136,445 | +847 shares |
45 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) 0001947503. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Swisher Financial Concepts, Inc. own?
Swisher Financial Concepts, Inc. reported 55 ETF positions worth $115.6M in its Form 13F for June 30, 2026. The largest was VTI, at $17.7M.
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.