SWS Partners ETF holdings
Columbus, OH
Reported $191.8M in 41 ETFs in its Form 13F for June 30, 2026.
ETF value
$191.8M
ETFs held
41
Change from prior quarter
+4.2%
With price moves
ETFs as a share of its 13F
41.4%
of $463.0M
Top 10 of 41 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $40.7M | 54,398 | −5,768 shares |
| SCHR | Schwab Intermediate-Term U.S. Treasury ETF | $18.2M | 736,384 | +17,456 shares |
| IJH | iShares Core S&P Mid-Cap ETF | $16.3M | 211,840 | −21,655 shares |
| IDUB | Aptus International Enhanced Yield ETF | $14.7M | 535,902 | −10,223 shares |
| SPYD | State Street SPDR Portfolio S&P 500 High Dividend ETF | $9.9M | 207,359 | −34,672 shares |
| OSCV | Opus Small Cap Value Plus ETF | $9.8M | 232,209 | +1,085 shares |
| VMBS | Vanguard Mortgage-Backed Securities ETF | $8.5M | 181,005 | +107 shares |
| SCHX | Schwab U.S. Large-Cap ETF | $8.2M | 277,440 | −1,005 shares |
| VWO | Vanguard FTSE Emerging Markets ETF | $6.1M | 101,985 | −1,232 shares |
| DRSK | Aptus Defined Risk ETF | $5.5M | 190,686 | −447 shares |
31 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) 0001731731. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does SWS Partners own?
SWS Partners reported 41 ETF positions worth $191.8M in its Form 13F for June 30, 2026. The largest was IVV, at $40.7M.
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.