Swisher Financial Concepts, Inc. Q4 2025 Filing
Filed February 10, 2026
Portfolio Value
$176.1M
Holdings
97
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (97 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VTIVANGUARD INDEX FDS | 46,452 | $15.6M | 8.84% | |
| 2 | VXUSVANGUARD STAR FDS | 182,041 | $13.7M | 7.80% | |
| 3 | ABBVABBVIE INC | 51,866 | $11.8M | 6.73% | |
| 4 | CGDGCAPITAL GROUP DIVIDEND VALUE | 270,859 | $11.8M | 6.71% | |
| 5 | EUSAISHARES INC | 85,453 | $8.8M | 5.01% | |
| 6 | CGGRCAPITAL GROUP GROWTH ETF | 189,932 | $8.4M | 4.80% | |
| 7 | CGDGCAPITAL GROUP DIVIDEND GROWE | 208,776 | $7.4M | 4.22% | |
| 8 | BNDVANGUARD BD INDEX FDS | 95,891 | $7.1M | 4.03% | |
| 9 | CGMSCAPITAL GRP FIXED INCM ETF T | 247,742 | $6.8M | 3.88% | |
| 10 | AAPLAPPLE INC | 24,906 | $6.8M | 3.84% | |
| 11 | CGCPCAPITAL GRP FIXED INCM ETF T | 290,036 | $6.6M | 3.73% | |
| 12 | ABTABBOTT LABS | 51,373 | $6.4M | 3.65% | |
| 13 | CGXUCAPITAL GROUP INTL FOCUS EQT | 187,452 | $5.5M | 3.14% | |
| 14 | MSFTMICROSOFT CORP | 9,849 | $4.8M | 2.70% | |
| 15 | AMZNAMAZON COM INC | 17,134 | $4.0M | 2.24% | |
| 16 | XOMEXXON MOBIL CORP | 27,333 | $3.3M | 1.87% | |
| 17 | COWZPACER FDS TR | 43,581 | $2.6M | 1.49% | |
| 18 | GOOGLALPHABET INC | 5,761 | $1.8M | 1.02% | |
| 19 | AVGOBROADCOM INC | 5,110 | $1.8M | 1.00% | |
| 20 | NVDANVIDIA CORPORATION | 7,612 | $1.4M | 0.81% | |
| 21 | 4I1PHILIP MORRIS INTL INC | 8,371 | $1.3M | 0.76% | |
| 22 | LLYELI LILLY & CO | 1,199 | $1.3M | 0.73% | |
| 23 | GOOGALPHABET INC | 3,827 | $1.2M | 0.68% | |
| 24 | IAU*ISHARES GOLD TR | 14,068 | $1.1M | 0.65% | |
| 25 | SLVISHARES SILVER TR | 17,583 | $1.1M | 0.64% | |
| 26 | GQ9SPDR GOLD TR | 2,808 | $1.1M | 0.63% | |
| 27 | FNDFSCHWAB STRATEGIC TR | 23,916 | $1.1M | 0.61% | |
| 28 | CGICCAPITAL GROUP INTERNATIONAL | 32,231 | $1.0M | 0.59% | |
| 29 | NDQINVESCO QQQ TR | 1,640 | $1.0M | 0.57% | |
| 30 | PGPROCTER AND GAMBLE CO | 6,388 | $915K | 0.52% | |
| 31 | GEGE AEROSPACE | 2,840 | $874K | 0.50% | |
| 32 | GEVGE VERNOVA INC | 1,306 | $853K | 0.48% | |
| 33 | TMEDT ROWE PRICE ETF INC | 17,083 | $851K | 0.48% | |
| 34 | JPMJPMORGAN CHASE & CO. | 2,604 | $839K | 0.48% | |
| 35 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 2,491 | $756K | 0.43% | |
| 36 | BRK-BBERKSHIRE HATHAWAY INC DEL | 1 | $754K | 0.43% | |
| 37 | CSCOCISCO SYS INC | 9,734 | $749K | 0.43% | |
| 38 | WMTWALMART INC | 6,495 | $723K | 0.41% | |
| 39 | VIGIVANGUARD WHITEHALL FDS | 7,530 | $688K | 0.39% | |
| 40 | EMXCISHARES INC | 9,306 | $676K | 0.38% | |
| 41 | TSLATESLA INC | 1,500 | $674K | 0.38% | |
| 42 | CGUSCAPITAL GROUP CORE EQUITY ET | 16,332 | $657K | 0.37% | |
| 43 | COSTCOSTCO WHSL CORP NEW | 751 | $647K | 0.37% | |
| 44 | VOVANGUARD INDEX FDS | 2,204 | $639K | 0.36% | |
| 45 | VRTVERTIV HOLDINGS CO | 3,891 | $630K | 0.36% | |
| 46 | CNCCENTENE CORP DEL | 14,564 | $599K | 0.34% | |
| 47 | URIUNITED RENTALS INC | 729 | $589K | 0.33% | |
| 48 | NOBLPROSHARES TR | 5,558 | $578K | 0.33% | |
| 49 | MOALTRIA GROUP INC | 10,025 | $578K | 0.33% | |
| 50 | DBEFDBX ETF TR | 11,767 | $566K | 0.32% | |
| 51 | IYJISHARES TR | 3,780 | $560K | 0.32% | |
| 52 | RWJINVESCO EXCH TRADED FD TR II | 10,765 | $524K | 0.30% | |
| 53 | PYLDPIMCO ETF TR | 19,254 | $513K | 0.29% | |
| 54 | XMMOINVESCO EXCHANGE TRADED FD T | 3,685 | $510K | 0.29% | |
| 55 | BIVVANGUARD BD INDEX FDS | 5,649 | $439K | 0.25% | |
| 56 | VOOGVANGUARD ADMIRAL FDS INC | 974 | $433K | 0.25% | |
| 57 | CINFCINCINNATI FINL CORP | 2,622 | $428K | 0.24% | |
| 58 | IVWISHARES TR | 3,271 | $403K | 0.23% | |
| 59 | CAHCARDINAL HEALTH INC | 1,956 | $401K | 0.23% | |
| 60 | NEENEXTERA ENERGY INC | 4,670 | $374K | 0.21% | |
| 61 | CEGCONSTELLATION ENERGY CORP | 1,044 | $368K | 0.21% | |
| 62 | JPREJ P MORGAN EXCHANGE TRADED F | 7,728 | $360K | 0.20% | |
| 63 | VOOVANGUARD INDEX FDS | 557 | $348K | 0.20% | |
| 64 | IBUYAMPLIFY ETF TR | 4,340 | $323K | 0.18% | |
| 65 | VVISA INC | 919 | $322K | 0.18% | |
| 66 | BRK/BBERKSHIRE HATHAWAY INC DEL | 642 | $322K | 0.18% | |
| 67 | MGKVANGUARD WORLD FD | 776 | $320K | 0.18% | |
| 68 | VPUVANGUARD WORLD FD | 1,708 | $315K | 0.18% | |
| 69 | SMLVSPDR SERIES TRUST | 2,368 | $310K | 0.18% | |
| 70 | ITA*ISHARES TR | 1,440 | $309K | 0.18% | |
| 71 | CMICUMMINS INC | 597 | $304K | 0.17% | |
| 72 | GISGENERAL MLS INC | 6,475 | $301K | 0.17% | |
| 73 | UNHUNITEDHEALTH GROUP INC | 910 | $300K | 0.17% | |
| 74 | VWOVANGUARD INTL EQUITY INDEX F | 5,515 | $296K | 0.17% | |
| 75 | HBANHUNTINGTON BANCSHARES INC | 16,923 | $293K | 0.17% | |
| 76 | MCKMCKESSON CORP | 352 | $288K | 0.16% | |
| 77 | BACBANK AMERICA CORP | 4,774 | $262K | 0.15% | |
| 78 | MRKMERCK & CO INC | 2,478 | $260K | 0.15% | |
| 79 | KOCOCA COLA CO | 3,580 | $250K | 0.14% | |
| 80 | VCRMVANGUARD MUN BD FDS | 3,310 | $250K | 0.14% | |
| 81 | VGMSVANGUARD MALVERN FDS | 4,845 | $249K | 0.14% | |
| 82 | VCRBVANGUARD MALVERN FDS | 3,205 | $249K | 0.14% | |
| 83 | IYGISHARES TR | 2,693 | $248K | 0.14% | |
| 84 | FDLFIRST TR EXCHANGE-TRADED FD | 5,533 | $245K | 0.14% | |
| 85 | TDVGT ROWE PRICE ETF INC | 5,408 | $243K | 0.14% | |
| 86 | MDLZMONDELEZ INTL INC | 4,439 | $238K | 0.14% | |
| 87 | QQQMINVESCO EXCH TRADED FD TR II | 943 | $238K | 0.14% | |
| 88 | XSVMINVESCO EXCHANGE TRADED FD T | 3,951 | $225K | 0.13% | |
| 89 | IBITISHARES BITCOIN TRUST ETF | 4,525 | $224K | 0.13% | |
| 90 | SOXXISHARES TR | 736 | $221K | 0.13% | |
| 91 | CATCATERPILLAR INC | 378 | $216K | 0.12% | |
| 92 | VAWVANGUARD WORLD FD | 1,045 | $216K | 0.12% | |
| 93 | CGCBCAPITAL GRP FIXED INCM ETF T | 7,737 | $205K | 0.12% | |
| 94 | ACNACCENTURE PLC IRELAND | 762 | $204K | 0.12% | |
| 95 | GRCGORMAN RUPP CO | 4,256 | $203K | 0.12% | |
| 96 | BLESNORTHERN LTS FD TR IV | 4,640 | $200K | 0.11% | |
| 97 | AGLAGILON HEALTH INC | 32,550 | $22K | 0.01% |