What does SWS Partners hold?

SWS Partners's largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include NVDA. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1731731.

What is SWS Partners's AUM?

SWS Partners reported approximately $465.1M in 13F-reportable AUM as of 2026-09-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $442.6M in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source SWS Partners's holdings?

All SWS Partners holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1731731. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is SWS Partners's 13F data updated on 13F Pro?

SWS Partners's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

SWS Partners

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1731731

Institutional-grade research for retail investors

Sector Allocation

Other39.0%$181.4M
Technology29.0%$135.0M
Healthcare11.1%$51.5M
Financials4.7%$21.6M
Materials4.1%$19.0M
Consumer Discretionary3.4%$15.6M
Energy2.6%$12.2M
Consumer Staples2.3%$10.5M
Industrials2.0%$9.1M
Utilities1.2%$5.5M

AUM History

13fpro.ai/research/fund/sws-partners-1731731

Conviction and streaks

Diversifying · top 10 = 33.8%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$Conviction hold8.2% weight · held 11 quarters

$NVDAConviction hold4.1% weight · held 11 quarters

$Conviction hold4.0% weight · held 11 quarters

$Conviction hold3.4% weight · held 8 quarters

$Conviction hold3.0% weight · held 11 quarters

$Accumulating+70% shares · 6 quarters running

$Accumulating+35% shares · 5 quarters running

$AMBAAccumulating+78% shares · 5 quarters running

$METAAccumulating+151% shares · 5 quarters running

$XYZAccumulating+123% shares · 5 quarters running

$Trimming-55% shares · 6 quarters running

$Trimming-66% shares · 6 quarters running

$Trimming-57% shares · 6 quarters running

$ETNTrimming-15% shares · 4 quarters running

$CSCOTrimming-13% shares · 4 quarters running

Largest positions — Q3 2026

ISHARES
$38.1M
NVDA
$19.3M
SCHWAB
$18.4M
ETF
$15.9M
ISHARES
$14.2M
MU
$11.8M
ETF
$10.3M
NTRA
$10.0M
OKTA
$9.8M
AMBA
$9.3M
SPDR
$9.1M
GOOGL
$8.9M
GH
$8.6M
VANGUARD
$8.5M
SCHWAB
$8.2M
META
$8.2M
MRVL
$8.1M
LLY
$7.8M
SNOW
$7.6M
PCT
$7.1M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/sws-partners-1731731

SWS Partners 13F holdings — Q3 2026

$465.1M portfolio (+0.4% QoQ) · 108 holdings · Q3 2026 13F · top 10 are 34% of the stock portfolio

1
ISHARES TR - CORE S&P500 ETF
$38.1M
8.2% of stocks
-9%This quarter—Since filed—Held
AIQuality—Est. buy—
2
NVIDIA CORP
$NVDA
$19.3M
4.1% of stocks
+0.8%This quarter0.0%Since filed6+ qtrsHeld
AIQuality86.0#3Est. buyEstimated buy price is Pro: unlock with a free trial
3
SCHWAB STRATEGIC TR - INT-TRM U.S TRES
$18.4M
4.0% of stocks
+5%This quarter—Since filed—Held
AIQuality—Est. buy—
4
ETF SER SOLUTIONS - APTUS INT ENH YL
$15.9M
3.4% of stocks
+9%This quarter—Since filed—Held
AIQuality—Est. buy—
5
ISHARES TR - CORE S&P MCP ETF
$14.2M
3.0% of stocks
-7%This quarter—Since filed—Held
AIQuality—Est. buy—
6
MICRON TECHNOLOGY INC
$MU
$11.8M
2.5% of stocks
+6%This quarter0.0%Since filed6+ qtrsHeld
AIQuality89.7#1Est. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row
7
ETF SER SOLUTIONS - OPUS SML CP VL
$10.3M
2.2% of stocks
+14%This quarter—Since filed—Held
AIQuality—Est. buy—
8
Natera, Inc.
$NTRA
$10.0M
2.1% of stocks
-20%This quarter0.0%Since filed6+ qtrsHeld
AIQuality53.3#1,407Est. buyEstimated buy price is Pro: unlock with a free trial
9
Okta, Inc.
$OKTA
$9.8M
2.1% of stocks
-22%This quarter0.0%Since filed6+ qtrsHeld
AIQuality64.4#538Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row
10
AMBARELLA INC
$AMBA
$9.3M
2.0% of stocks
+1%This quarter0.0%Since filed6+ qtrsHeld
AIQuality42.8#1,992Est. buyEstimated buy price is Pro: unlock with a free trialAdded 5 qtrs in a row

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	ISHARES TR - CORE S&P500 ETF	$38.1M	8.2%	-9%	—	—	—	—
2	NVIDIA CORP$NVDA	$19.3M	4.1%	+0.8%	0.0%	6+ qtrs	86.0#3	Estimated buy price is Pro: unlock with a free trial
3	SCHWAB STRATEGIC TR - INT-TRM U.S TRES	$18.4M	4.0%	+5%	—	—	—	—
4	ETF SER SOLUTIONS - APTUS INT ENH YL	$15.9M	3.4%	+9%	—	—	—	—
5	ISHARES TR - CORE S&P MCP ETF	$14.2M	3.0%	-7%	—	—	—	—
6	MICRON TECHNOLOGY INC$MU	$11.8M	2.5%	+6%	0.0%	6+ qtrsAdded 2 qtrs in a row	89.7#1	Estimated buy price is Pro: unlock with a free trial
7	ETF SER SOLUTIONS - OPUS SML CP VL	$10.3M	2.2%	+14%	—	—	—	—
8	Natera, Inc.$NTRA	$10.0M	2.1%	-20%	0.0%	6+ qtrs	53.3#1,407	Estimated buy price is Pro: unlock with a free trial
9	Okta, Inc.$OKTA	$9.8M	2.1%	-22%	0.0%	6+ qtrsTrimmed 2 qtrs in a row	64.4#538	Estimated buy price is Pro: unlock with a free trial
10	AMBARELLA INC$AMBA	$9.3M	2.0%	+1%	0.0%	6+ qtrsAdded 5 qtrs in a row	42.8#1,992	Estimated buy price is Pro: unlock with a free trial

All holdings — SWS Partners (Q3 2026)

Sort

108 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	—	SPDR SERIES TRUST - ST STR SP500DIVetf/fund	—	$9.1M	1.9%	200K	-4%	—	—	13F
12	$GOOGL	Alphabet Inc.	Technology	$8.9M	1.9%	26K	-8%	6+ qtrsTrimmed 3 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
13	$GH	Guardant Health, Inc.	Healthcare	$8.6M	1.9%	48K	-35%	6+ qtrsTrimmed 2 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
14	—	VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETFetf/fund	—	$8.5M	1.8%	190K	+5%	—	—	13F
15	—	SCHWAB STRATEGIC TR - US LRG CAP ETFetf/fund	—	$8.2M	1.8%	275K	-0.9%	—	—	13F
16	$META	Meta Platforms, Inc.	Technology	$8.2M	1.8%	11K	+27%	6+ qtrsAdded 4 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
17	$MRVL	Marvell Technology, Inc.	Technology	$8.1M	1.8%	31K	+5%	6+ qtrs	AI quality score is Pro: unlock with a free trial	13F
18	$LLY	ELI LILLY & Co	Healthcare	$7.8M	1.7%	6,706	+28%	4 qtrsAdded 4 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
19	$SNOW	Snowflake Inc.	Technology	$7.6M	1.6%	22K	-21%	6+ qtrs	AI quality score is Pro: unlock with a free trial	13F
20	$PCT	PureCycle Technologies, Inc.	Materials	$7.1M	1.5%	1.62M	+13%	6+ qtrsAdded 4 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
21	$XYZ	Block, Inc.	Technology	$7.1M	1.5%	96K	+7%	6+ qtrsAdded 5 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
22	—	VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETFetf/fund	—	$6.5M	1.4%	109K	+7%	—	—	13F
23	$NET	Cloudflare, Inc.	Technology	$6.4M	1.4%	18K	+7%	6+ qtrsAdded 3 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
24	$MP	MP Materials Corp. / DE	Materials	$5.9M	1.3%	124K	+39%	6+ qtrsAdded 3 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
25	$PM	Philip Morris International Inc.	Consumer Staples	$5.6M	1.2%	29K	+5%	6+ qtrs	AI quality score is Pro: unlock with a free trial	13F
26	$TER	TERADYNE, INC	Technology	$5.5M	1.2%	14K	+7%
27	—	ETF SER SOLUTIONS - APTUS DEFINED	—	$5.5M	1.2%	203K	+6%
28	—	SCHWAB STRATEGIC TR - INTL EQTY ETF	—	$5.2M	1.1%	189K	-3%
29	$MSFT	MICROSOFT CORP	Technology	$5.2M	1.1%	10K	+284%
30	$CIEN	CIENA CORP	Technology	$5.1M	1.1%	14K	+7%
31	$ANET	Arista Networks, Inc.	Technology	$5.1M	1.1%	25K	+7%
32	$JPM	JPMORGAN CHASE & CO	Financials	$4.8M	1.0%	15K	+4%
33	$MPC	Marathon Petroleum Corp	Energy	$4.8M	1.0%	12K	-13%
34	$SHOP	SHOPIFY INC.	Technology	$4.5M	1.0%	30K	+74%
35	$PSX	Phillips 66	Energy	$4.2M	0.9%	17K	-14%
36	—	SELECT SECTOR SPDR TR - ST STR ENERG ETF	—	$4.2M	0.9%	68K	-8%
37	$MELI	MERCADOLIBRE INC	Consumer Discretionary	$4.2M	0.9%	2,402	+3%
38	$UBER	Uber Technologies, Inc	Technology	$4.1M	0.9%	61K	+29%
39	—	DBX ETF TR - XTRACK MSCI EAFE	—	$4.0M	0.9%	124K	-1%
40	$NOTV	Inotiv, Inc.	Healthcare	$4.0M	0.8%	226K	-19%
41	$DXCM	DEXCOM INC	Healthcare	$3.9M	0.8%	46K	+6%
42	$WFC	WELLS FARGO & COMPANY/MN	Financials	$3.7M	0.8%	46K	+6%
43	$AMZN	AMAZON COM INC	Consumer Discretionary	$3.7M	0.8%	15K	+6%
44	—	SCHWAB STRATEGIC TR - US REIT ETF	—	$3.6M	0.8%	165K	+0.2%
45	—	ISHARES TR - BROAD USD HIGH	—	$3.6M	0.8%	101K	+1%
46	$MET	METLIFE INC	Financials	$3.6M	0.8%	38K	+3%
47	—	ISHARES TR - ISHS 5-10YR INVT	—	$3.6M	0.8%	71K	+2%
48	$ABBV	AbbVie Inc.	Healthcare	$3.5M	0.8%	14K	+1%
49	$ETN	Eaton Corp plc	Industrials	$3.5M	0.8%	8,137	-0.1%
50	$GLW	CORNING INC /NY	Materials	$3.4M	0.7%	22K	+3%
51	$RH	RH	Consumer Discretionary	$3.4M	0.7%	28K	+52%
52	$BLK	BlackRock, Inc.	Financials	$3.1M	0.7%	2,932	+6%
53	$WMT	Walmart Inc.	Consumer Staples	$3.0M	0.7%	29K	+2%
54	$GD	GENERAL DYNAMICS CORP	Industrials	$3.0M	0.6%	9,039	+1%
55	$MRK	Merck & Co., Inc.	Healthcare	$3.0M	0.6%	20K	-2%
56	$ARGX	ARGENX SE	Healthcare	$2.9M	0.6%	3,027	+7%
57	$UNH	UNITEDHEALTH GROUP INC	Healthcare	$2.8M	0.6%	7,706	-0.1%
58	$APH	AMPHENOL CORP /DE/	Technology	$2.8M	0.6%	33K	+97%
59	$DUK	Duke Energy CORP	Utilities	$2.8M	0.6%	24K	+0.6%
60	$ED	CONSOLIDATED EDISON INC	Utilities	$2.8M	0.6%	27K	-2%
61	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$2.7M	0.6%	5,479	—
62	$CSCO	CISCO SYSTEMS, INC.	Technology	$2.7M	0.6%	25K	-6%
63	$CVX	CHEVRON CORP	Energy	$2.7M	0.6%	13K	-10%
64	$PINS	PINTEREST, INC.	Technology	$2.6M	0.6%	139K	-2%
65	$SW	Smurfit Westrock plc	Materials	$2.6M	0.6%	59K	-13%
66	$PFE	PFIZER INC	Healthcare	$2.5M	0.5%	86K	-7%
67	—	VANECK ETF TRUST - SEMICONDUCTR ETF	—	$2.4M	0.5%	3,929	—
68	—	SCHWAB STRATEGIC TR - US MID-CAP ETF	—	$2.3M	0.5%	68K	-2%
69	$ABT	ABBOTT LABORATORIES	Healthcare	$2.1M	0.5%	22K	-6%
70	—	ISHARES TR - NATIONAL MUN ETF	—	$2.1M	0.5%	21K	-1%
71	—	SCHWAB STRATEGIC TR - US SML CAP ETF	—	$2.0M	0.4%	62K	-7%
72	$FNF	Fidelity National Financial, Inc.	Financials	$2.0M	0.4%	51K	+4%
73	$LAMR	LAMAR ADVERTISING CO/NEW	Real Estate	$1.8M	0.4%	13K	-10%
74	$GGG	GRACO INC	Industrials	$1.8M	0.4%	23K	-23%
75	—	ISHARES TR - CORE S&P SCP ETF	—	$1.8M	0.4%	13K	-0.9%
76	$CELH	Celsius Holdings, Inc.	Consumer Staples	$1.7M	0.4%	62K	-3%
77	$DIS	Walt Disney Co	Communication Services	$1.7M	0.4%	16K	-12%
78	$HZO	MARINEMAX INC	Consumer Discretionary	$1.6M	0.3%	30K	—
79	—	ISHARES TR - IBOXX HI YD ETF	—	$1.5M	0.3%	19K	+5%
80	—	SPDR SERIES TRUST - ST STR NUVEE ETF	—	$1.4M	0.3%	34K	-0.2%
81	—	SCHWAB STRATEGIC TR - US TIPS ETF	—	$1.4M	0.3%	57K	+6%
82	$NKE	NIKE, Inc.	Consumer Discretionary	$1.2M	0.3%	35K	-6%
83	$DPZ	DOMINOS PIZZA INC	Consumer Discretionary	$1.2M	0.3%	4,092	-15%
84	—	SCHWAB STRATEGIC TR - US DIVIDEND EQ	—	$986K	0.2%	30K	—
85	—	ISHARES TR - CORE MSCI TOTAL	—	$973K	0.2%	10K	-1%
86	—	VANGUARD SCOTTSDALE FDS - INTER TERM TREAS	—	$908K	0.2%	16K	+0.3%
87	$C	CITIGROUP INC	Financials	$901K	0.2%	6,960	—
88	$AAPL	Apple Inc.	Technology	$877K	0.2%	2,633	+0.1%
89	—	ISHARES TR - MBS ETF	—	$772K	0.2%	8,616	+2%
90	—	VANGUARD WHITEHALL FDS - HIGH DIV YLD	—	$660K	0.1%	4,251	-0.7%
91	$ITW	ILLINOIS TOOL WORKS INC	Industrials	$558K	0.1%	2,153	+0.6%
92	—	SPDR SERIES TRUST - ST INTER BD ETF	—	$525K	0.1%	16K	+0.7%
93	$XOM.R34088	EXXON MOBIL CORP	Energy	$489K	0.1%	3,003	New
94	$USB	US BANCORP \DE\	Financials	$470K	0.1%	8,066	—
95	—	SCHWAB STRATEGIC TR - EMRG MKTEQ ETF	—	$457K	0.1%	13K	—
96	—	ISHARES TR - INTL SEL DIV ETF	—	$446K	0.1%	11K	-2%
97	$TSLA	Tesla, Inc.	Consumer Discretionary	$408K	0.1%	1,151	—
98	$AMGN	AMGEN INC	Healthcare	$384K	0.1%	910	-2%
99	—	VANGUARD WHITEHALL FDS - INTL HIGH ETF	—	$337K	0.1%	3,336	-3%
100	$V	VISA INC.	Financials	$334K	0.1%	930	+0.1%
101	—	PACER FDS TR - TRENDPILOT 100	—	$314K	0.1%	3,515	—
102	—	PACER FDS TR - TRENDP US LAR CP	—	$304K	0.1%	5,107	—
103	$CMI	CUMMINS INC	Industrials	$286K	0.1%	554	+0.5%
104	—	VANGUARD INDEX FDS - REAL ESTATE ETF	—	$247K	0.1%	2,757	-0.3%
105	—	GLOBAL X FDS - GLBL X MLP ETF	—	$218K	0.1%	4,096	-0.4%
106	—	ISHARES TR - ESG MSCI LEADR	—	$218K	0.1%	1,598	-0.1%
107	$KO	COCA COLA CO	Consumer Staples	$207K	0.0%	2,394	New
108	—	ISHARES TR - ESG AWARE MSCI	—	$200K	0.0%	3,854	+0.1%

What changed in Q3 2026

Against the previous quarter's 13F: 2 new, 52 added to, 44 trimmed, 2 sold out. Share-count changes; largest moves by dollar size first.

New positions (2)

$XOM.R34088EXXON MOBIL CORP$489K
first bought this quarter
$KOCOCA COLA CO$207K
first bought this quarter

Added to (52)

$MSFTMICROSOFT CORP+284%
now $5.2M · held 6+ qtrs
$SHOPSHOPIFY INC.+74%
now $4.5M · held 6+ qtrs, 3 adds in a row
$METAMeta Platforms, Inc.+27%
now $8.2M · held 6+ qtrs, 4 adds in a row
$LLYELI LILLY & Co+28%
now $7.8M · held 4 qtrs, 4 adds in a row
$MPMP Materials Corp. / DE+39%
now $5.9M · held 6+ qtrs, 3 adds in a row
$APHAMPHENOL CORP /DE/+97%
now $2.8M · held 6+ qtrs

+46 more in the Excel export

Trimmed (44)

$GHGuardant Health, Inc.-35%
now $8.6M · held 6+ qtrs, 2 trims in a row
ISHARES TR - CORE S&P500 ETF-9%
now $38.1M
$OKTAOkta, Inc.-22%
now $9.8M · held 6+ qtrs, 2 trims in a row
$NTRANatera, Inc.-20%
now $10.0M · held 6+ qtrs
$SNOWSnowflake Inc.-21%
now $7.6M · held 6+ qtrs
ISHARES TR - CORE S&P MCP ETF-7%
now $14.2M

+38 more in the Excel export

Sold out (2)

$ORCLORACLE CORPwas $2.3M
held 9+ qtrs
$IVZInvesco Ltd.was $207K
held 2 qtrs

Firm AUM (Form ADV): $442.6M as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F SWS Partners has filed, 33 earlier quarters. Pick one to see what it held then.

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Is it too late to follow SWS Partners?

Q3 2026 13F filed with the SEC on Oct 26, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of SWS Partners's top 20 holdings: 66/100 (our AI quality score, weighted by position size; 20 of the 20 are scored)

Top 10 since filing

0.0%

Value-weighted move of the 10 largest stock positions

Turnover

Last quarter; 26% over the last 4

Top 10 weight

34%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

99%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q2 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

SWS Partners disclosed 108 positions worth $465.1M in its Form 13F-HR for Q3 2026, followed by $NVDA. During the quarter the fund opened 2 new positions and exited 2 — including a new stake in $XOM.R34088 and a full exit from $ORCL. The portfolio is most concentrated in Other (39.0% of disclosed assets). All figures are sourced directly from SWS Partners’s Form 13F-HR filing with the SEC under CIK 1731731.

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