SWM Advisors

13F Portfolio Filings

Most recent 13F
Q3 2022
Location
St. Petersburg, FL
CIK
0001874081
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2022 24 106,142 VOO, VEA, VXF, FLOT 13F-HR 10/12/2022 000187408122000006
Q2 2022 25 109,790 VOO, VEA, VXF, ICSH 13F-HR 7/8/2022 000187408122000005
Q1 2022 31 127,445 VOO, VEA, VXF, BSV 13F-HR 4/12/2022 000187408122000004
Q4 2021 31 114,296 VOO, VEA, VXF, BIV RESTATEMENT 2/10/2022 000187408122000002
Additional filings from SWM Advisors that have since been restated