SEC Form 13F

SWP FINANCIAL LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-25
Reported value$216,222,967
Positions78

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRIVVCORE S&P500 ETF$35,348,36447,201
VANGUARD INDEX FDSVTVVALUE ETF$16,799,92277,089
VANGUARD INDEX FDSVUGGROWTH ETF$15,698,796182,247
ISHARES TRIUSBCORE UNIVRSL USD$13,797,244298,965
APPLE INCAAPLCOM$10,437,77236,072
BLACKROCK ETF TRUSTDYNFISHARES US EQUIT$9,606,437141,250
ISHARES TRGOVTUS TREAS BD ETF$8,670,003380,597
BLACKROCK ETF TRUSTCOROISHA IN CTRY ETF$5,996,288163,833
VANGUARD SCOTTSDALE FDSVMBSMTG-BKD SECS ETF$5,891,055125,850
BLACKROCK ETF TRUST IIBRTRISHA TOTA RE ETF$5,846,389116,173

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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