Swisher Financial Concepts, Inc. Top Holdings and 13F Report (2026) About Swisher Financial Concepts, Inc.Investment ActivitySwisher Financial Concepts, Inc. has $158.76 million in total holdings as of June 30, 2026.Swisher Financial Concepts, Inc. owns shares of 107 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 1.99% of the portfolio was purchased this quarter.About 24.72% of the portfolio was sold this quarter.This quarter, Swisher Financial Concepts, Inc. has purchased 102 new stocks and bought additional shares in 8 stocks.Swisher Financial Concepts, Inc. sold shares of 86 stocks and completely divested from 5 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $17,725,182Vanguard Total International Stock ETF $16,095,968Capital Group Dividend Value ETF $12,391,947AbbVie $11,242,772iShares MSCI USA Equal Weighted ETF $9,546,871 Largest New Holdings this Quarter 007903107 - Advanced Micro Devices $303,816 Holding458140100 - Intel $262,225 Holding922042874 - Vanguard FTSE Europe ETF $212,850 Holding808524805 - Schwab International Equity ETF $201,019 Holding038222105 - Applied Materials $186,534 Holding Largest Purchases this Quarter Vanguard S&P 500 Growth ETF 9,348 shares (about $772.34K)Advanced Micro Devices 523 shares (about $303.82K)Intel 1,878 shares (about $262.23K)Vanguard FTSE Europe ETF 2,404 shares (about $212.85K)Vanguard Mid-Cap ETF 2,524 shares (about $203.36K) Largest Sales this Quarter Apple 13,915 shares (about $4.03M)Amazon.com 8,159 shares (about $1.94M)AbbVie 7,211 shares (about $1.81M)Microsoft 4,468 shares (about $1.67M)Philip Morris International 8,410 shares (about $1.52M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSwisher Financial Concepts, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$17,725,182$19,242 ▼-0.1%47,90111.2%ETFVXUSVanguard Total International Stock ETF$16,095,968$168,928 ▼-1.0%188,27910.1%ETFCGDVCapital Group Dividend Value ETF$12,391,947$1,186,022 ▼-8.7%251,4607.8%ETFABBVAbbVie$11,242,772$1,814,576 ▼-13.9%44,6787.1%HealthcareEUSAiShares MSCI USA Equal Weighted ETF$9,546,871$9,706 ▼-0.1%83,6056.0%ETFCGGRCapital Group Growth ETF$8,538,671$378,686 ▼-4.2%180,9045.4%ETFCAPITAL GROUP DIVIDEND GROWE$8,280,650$61,554 ▼-0.7%220,7585.2%SHS ETFBNDVanguard Total Bond Market ETF$8,069,362$140,433 ▲1.8%109,9225.1%ETFCGMSCapital Group U.S. Multi-Sector Income ETF$7,337,027$245,860 ▼-3.2%268,4614.6%ETFCGCPCapital Group Core Plus Income ETF$6,931,883$246,684 ▼-3.4%310,9864.4%ETFCAPITAL GROUP INTERNATIONAL$4,965,232$30,822 ▲0.6%136,4453.1%SHSABTAbbott Laboratories$4,059,435$607,414 ▼-13.0%44,7372.6%HealthcareAAPLApple$3,230,173$4,026,503 ▼-55.5%11,1632.0%TechnologyXOMExxonMobil$2,913,777$832,625 ▼-22.2%21,3121.8%EnergyAMZNAmazon.com$2,334,302$1,944,616 ▼-45.4%9,7941.5%Consumer DiscretionaryMSFTMicrosoft$2,193,795$1,666,702 ▼-43.2%5,8811.4%TechnologyCOWZPacer US Cash Cows 100 ETF$1,612,307$1,065,624 ▼-39.8%25,9211.0%ETFCGXUCapital Group International Focus Equity ETF$1,608,460$1,250,347 ▼-43.7%46,4601.0%ETFGOOGLAlphabet$1,484,336$612,101 ▼-29.2%4,1540.9%Communication ServicesGE VERNOVA INC$1,235,967$353,637 ▼-22.2%1,0520.8%COMAVGOBroadcom$1,230,966$675,728 ▼-35.4%3,2590.8%TechnologyQQQInvesco QQQ$1,053,106$62,597 ▼-5.6%1,4300.7%ETFNVDANVIDIA$937,050$536,458 ▼-36.4%4,6830.6%TechnologyLLYEli Lilly and Company$931,957$510,957 ▼-35.4%7770.6%HealthcareCNCCentene$922,025$12,838 ▼-1.4%14,3640.6%HealthcareVOOGVanguard S&P 500 Growth ETF$896,846$772,337 ▲620.3%10,8550.6%ETFGOOGAlphabet$875,198$455,795 ▼-34.2%2,4770.6%Communication ServicesTSMTaiwan Semiconductor Manufacturing$794,676$407,367 ▼-33.9%1,6640.5%TechnologyIAUiShares Gold Trust$760,461$438,864 ▼-36.6%10,0710.5%ETFBRK.ABerkshire Hathaway$748,8500.0%10.5%FinanceLAZARD ACTIVE ETF TR$719,376$16,237 ▲2.3%20,5130.5%INTL DYNAMIC EQTFNDFSchwab Fundamental International Equity ETF$683,528$557,322 ▼-44.9%12,9550.4%ETFGEGE Aerospace$554,293$511,684 ▼-48.0%1,4830.3%IndustrialsVRTVertiv$527,353$785,840 ▼-59.8%1,5750.3%IndustrialsPYLDPIMCO Multi Sector Bond Active ETF$511,403$69,004 ▼-11.9%19,2840.3%ETFJPMJPMorgan Chase & Co.$495,851$365,588 ▼-42.4%1,5150.3%FinanceGRCGorman-Rupp$486,403$95,960 ▲24.6%5,3020.3%IndustrialsCINFCincinnati Financial$481,734$4,814 ▼-1.0%2,6020.3%FinanceGLDSPDR Gold Shares$474,842$535,625 ▼-53.0%1,2890.3%ETFWALMART INC$463,805$275,112 ▼-37.2%4,0950.3%COMCSCOCisco Systems$461,853$757,617 ▼-62.1%3,9320.3%TechnologyXMMOInvesco S&P MidCap Momentum ETF$460,930$202,816 ▼-30.6%2,7090.3%ETFSLViShares Silver Trust$404,714$543,362 ▼-57.3%7,5690.3%ETFVOVanguard Mid-Cap ETF$378,679$203,359 ▲116.0%4,7000.2%ETFJPREJPMorgan Realty Income ETF$335,489$97,009 ▼-22.4%6,4290.2%ETFIVViShares Core S&P 500 ETF$331,758$7,489 ▲2.3%4430.2%ETFSCHISchwab 5-10 Year Corporate Bond ETF$318,4320.0%14,0650.2%ETFSCHXSchwab US Large-Cap ETF$308,1910.0%10,4720.2%ETFPGProcter & Gamble$305,158$639,791 ▼-67.7%2,0810.2%Consumer StaplesCOSTCostco Wholesale$304,963$395,704 ▼-56.5%3260.2%Consumer StaplesAMDAdvanced Micro Devices$303,816$303,816 ▲New Holding5230.2%TechnologyTCHPT. Rowe Price Blue Chip Growth ETF$293,027$436,435 ▼-59.8%5,8500.2%ETFRWJInvesco S&P SmallCap 600 Revenue ETF$289,714$337,077 ▼-53.8%4,8690.2%ETFVIGIVanguard International Dividend Appreciation ETF$285,369$340,090 ▼-54.4%3,0560.2%ETFHBANHuntington Bancshares$282,315$17,730 ▼-5.9%15,9230.2%FinanceVVisa$275,844$75,823 ▼-21.6%8040.2%FinanceSMLVSPDR SSGA US Small Cap Low Volatility Index ETF$263,450$133,928 ▼-33.7%1,6740.2%ETFINTCIntel$262,225$262,225 ▲New Holding1,8780.2%TechnologyTSLATesla$257,828$347,836 ▼-57.4%6130.2%Consumer DiscretionaryBRK.BBerkshire Hathaway$256,200$65,051 ▼-20.2%5120.2%FinanceVOOVanguard S&P 500 ETF$248,308$207,838 ▼-45.6%3620.2%ETFMGKVanguard Mega Cap Growth ETF$245,445$176,963 ▲258.4%2,7920.2%ETFIVWiShares S&P 500 Growth ETF$239,067$207,017 ▼-46.4%1,7380.2%ETFGLWCorning$227,333$166,285 ▼-42.2%8900.1%TechnologySOXXiShares Semiconductor ETF$223,078$244,873 ▼-52.3%3480.1%ETFVGKVanguard FTSE Europe ETF$212,850$212,850 ▲New Holding2,4040.1%ETFGISGeneral Mills$212,280$13,050 ▼-5.8%6,1000.1%Consumer StaplesCGUSCapital Group Core Equity ETF$208,299$189,351 ▼-47.6%4,6830.1%ETFSCHFSchwab International Equity ETF$201,019$201,019 ▲New Holding7,2570.1%ETFAMATApplied Materials$186,534$186,534 ▲New Holding2580.1%TechnologyIYJiShares U.S. Industrials ETF$181,982$387,962 ▼-68.1%1,0920.1%ETFXSVMInvesco S&P SmallCap Value with Momentum ETF$180,795$80,237 ▼-30.7%2,5980.1%ETFEMXCiShares MSCI Emerging Markets ex China ETF$180,560$739,120 ▼-80.4%1,7650.1%ETFBLESInspire Global Hope ETF$178,361$42,921 ▼-19.4%3,7400.1%ETFQQQMInvesco NASDAQ 100 ETF$158,453$112,402 ▼-41.5%5230.1%ETFNEENextEra Energy$154,914$260,501 ▼-62.7%1,7650.1%UtilitiesPAVEGlobal X U.S. Infrastructure Development ETF$147,536$147,536 ▲New Holding2,5040.1%ETFCMICummins$145,884$278,959 ▼-65.7%2050.1%IndustrialsDBEFXtrackers MSCI EAFE Hedged Equity ETF$143,404$489,103 ▼-77.3%2,6250.1%ETFITAiShares U.S. Aerospace & Defense ETF$138,439$220,630 ▼-61.4%5710.1%ETFFRDMFreedom 100 Emerging Markets ETF$137,938$137,938 ▲New Holding1,8920.1%ETFCAHCardinal Health$134,459$330,208 ▼-71.1%5660.1%HealthcareUNHUnitedHealth Group$127,598$271,406 ▼-68.0%3070.1%HealthcareURIUnited Rentals$126,614$697,507 ▼-84.6%1120.1%IndustrialsCEGConstellation Energy$125,434$141,331 ▼-53.0%5050.1%UtilitiesMCKMcKesson$120,896$235,747 ▼-66.1%1600.1%HealthcareCATCaterpillar$117,139$288,588 ▼-71.1%1100.1%IndustrialsVPUVanguard Utilities ETF$115,613$208,729 ▼-64.4%5910.1%ETFVWOVanguard FTSE Emerging Markets ETF$114,844$205,096 ▼-64.1%1,9240.1%ETFSTLDSteel Dynamics$108,535$108,535 ▲New Holding4730.1%MaterialsRRyder System$99,567$159,518 ▼-61.6%3770.1%IndustrialsIBUYAmplify Online Retail ETF$97,392$196,719 ▼-66.9%1,4090.1%ETFMRKMerck & Co., Inc.$91,760$233,384 ▼-71.8%7140.1%HealthcareVAWVanguard Materials ETF$88,084$141,850 ▼-61.7%3850.1%ETFSWKStanley Black & Decker$84,990$84,990 ▲New Holding9030.1%Consumer DiscretionaryBACBank of America$78,917$193,332 ▼-71.0%1,3850.0%FinanceBIVVanguard Intermediate-Term Bond ETF$71,285$331,257 ▼-82.3%9290.0%ETFAMPLIFY ETF TR$69,464$69,464 ▲New Holding6620.0%AMPLIFY CYBERSECNOBLProShares S&P 500 Aristocrats ETF$67,841$224,527 ▼-76.8%1,2080.0%ETFJNJJohnson & Johnson$56,635$161,270 ▼-74.0%2230.0%HealthcareShowing largest 100 holdings. 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