CIK 1731731
SWS Partners
Institutional 13F holdings & portfolio
Holdings
115
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 101–115 of 115
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VYM | VANGUARD WHITEHALL FDS | 4K | $500K+ | SH |
| ITW | ILLINOIS TOOL WKS INC | 2K | $500K+ | SH |
| TSLA | TESLA INC | 1K | $500K+ | SH |
| SPIB | SPDR SERIES TRUST | 15K | $500K+ | SH |
| USB | US BANCORP DEL | 8K | $100K–$500K | SH |
| SCHE | SCHWAB STRATEGIC TR | 13K | $100K–$500K | SH |
| IDV | ISHARES TR | 11K | $100K–$500K | SH |
| XOM | EXXON MOBIL CORP | 3K | $100K–$500K | SH |
| V | VISA INC | 925 | $100K–$500K | SH |
| VYMI | VANGUARD WHITEHALL FDS | 3K | $100K–$500K | SH |
| AMGN | AMGEN INC | 933 | $100K–$500K | SH |
| PTLC | PACER FDS TR | 5K | $100K–$500K | SH |
| CMI | CUMMINS INC | 546 | $100K–$500K | SH |
| PTNQ | PACER FDS TR | 3K | $100K–$500K | SH |
| VNQ | VANGUARD INDEX FDS | 3K | $100K–$500K | SH |