SWS Partners Q4 2025 Filing
Filed January 16, 2026
Portfolio Value
$414.3M
Holdings
115
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (115 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | VYMVANGUARD WHITEHALL FDS | 4,254 | $610K | 0.15% | |
| 102 | ITWILLINOIS TOOL WKS INC | 2,118 | $525K | 0.13% | |
| 103 | TSLATESLA INC | 1,151 | $517K | 0.12% | |
| 104 | SPIBSPDR SERIES TRUST | 15,010 | $507K | 0.12% | |
| 105 | USBUS BANCORP DEL | 8,066 | $434K | 0.10% | |
| 106 | SCHESCHWAB STRATEGIC TR | 12,981 | $425K | 0.10% | |
| 107 | IDV*ISHARES TR | 10,705 | $422K | 0.10% | |
| 108 | XOMEXXON MOBIL CORP | 3,260 | $392K | 0.09% | |
| 109 | VVISA INC | 925 | $324K | 0.08% | |
| 110 | VYMIVANGUARD WHITEHALL FDS | 3,426 | $308K | 0.07% | |
| 111 | AMGNAMGEN INC | 933 | $305K | 0.07% | |
| 112 | PTLCPACER FDS TR | 5,054 | $283K | 0.07% | |
| 113 | CMICUMMINS INC | 546 | $279K | 0.07% | |
| 114 | PTNQPACER FDS TR | 3,485 | $276K | 0.07% | |
| 115 | VNQVANGUARD INDEX FDS | 2,754 | $243K | 0.06% |
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