Swisher Financial Concepts, Inc. Top Holdings and 13F Report (2026) About Swisher Financial Concepts, Inc.Investment ActivitySwisher Financial Concepts, Inc. has $178.73 million in total holdings as of March 31, 2026.Swisher Financial Concepts, Inc. owns shares of 102 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 6.50% of the portfolio was purchased this quarter.About 2.79% of the portfolio was sold this quarter.This quarter, Swisher Financial Concepts, Inc. has purchased 97 new stocks and bought additional shares in 47 stocks.Swisher Financial Concepts, Inc. sold shares of 32 stocks and completely divested from 4 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $15,384,145Vanguard Total International Stock ETF $14,670,604Capital Group Dividend Value ETF $11,720,885AbbVie $11,285,351iShares MSCI USA Equal Weighted ETF $8,517,080 Largest New Holdings this Quarter 52110K400 - LAZARD ACTIVE ETF TR $636,589 Holding808524698 - Schwab 5-10 Year Corporate Bond ETF $318,994 Holding464287200 - iShares Core S&P 500 ETF $282,841 Holding808524201 - Schwab US Large-Cap ETF $268,502 Holding31428X106 - FedEx $238,641 Holding Largest Purchases this Quarter CAPITAL GROUP INTERNATIONAL 103,367 shares (about $3.42M)Vanguard Total Bond Market ETF 12,118 shares (about $892.37K)Capital Group U.S. Multi-Sector Income ETF 29,715 shares (about $809.14K)Capital Group Core Plus Income ETF 32,017 shares (about $715.26K)LAZARD ACTIVE ETF TR 20,050 shares (about $636.59K) Largest Sales this Quarter Capital Group International Focus Equity ETF 104,876 shares (about $3.09M)Capital Group Core Equity ETF 7,392 shares (about $284.00K)iShares MSCI USA Equal Weighted ETF 1,763 shares (about $179.42K)T. Rowe Price Blue Chip Growth ETF 2,520 shares (about $111.33K)Vanguard International Dividend Appreciation ETF 832 shares (about $73.60K) 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$15,384,145$481,547 ▲3.2%47,9538.6%ETFVXUSVanguard Total International Stock ETF$14,670,604$633,383 ▲4.5%190,2558.2%ETFCGDVCapital Group Dividend Value ETF$11,720,885$198,576 ▲1.7%275,5276.6%ETFABBVAbbVie$11,285,351$5,002 ▲0.0%51,8896.3%MedicalEUSAiShares MSCI USA Equal Weighted ETF$8,517,080$179,419 ▼-2.1%83,6904.8%ETFCAPITAL GROUP DIVIDEND GROWE$7,984,110$489,065 ▲6.5%222,3994.5%SHS ETFBNDVanguard Total Bond Market ETF$7,953,766$892,368 ▲12.6%108,0094.5%ETFCGGRCapital Group Growth ETF$7,593,010$40,391 ▼-0.5%188,9274.2%ETFCGMSCapital Group U.S. Multi-Sector Income ETF$7,555,123$809,136 ▲12.0%277,4574.2%ETFCGCPCapital Group Core Plus Income ETF$7,194,686$715,262 ▲11.0%322,0534.0%ETFAAPLApple$6,364,437$43,651 ▲0.7%25,0783.6%Computer and TechnologyABTAbbott Laboratories$5,280,460$5,955 ▲0.1%51,4313.0%MedicalXOMExxonMobil$4,649,112$11,707 ▲0.3%27,4022.6%EnergyCAPITAL GROUP INTERNATIONAL$4,489,636$3,422,471 ▲320.7%135,5982.5%SHSMSFTMicrosoft$3,830,384$185,061 ▲5.1%10,3492.1%Computer and TechnologyAMZNAmazon.com$3,739,072$170,573 ▲4.8%17,9532.1%Retail/WholesaleCOWZPacer US Cash Cows 100 ETF$2,693,360$33,031 ▼-1.2%43,0531.5%ETFCGXUCapital Group International Focus Equity ETF$2,435,141$3,092,761 ▼-55.9%82,5761.4%ETFGOOGLAlphabet$1,687,277$30,484 ▲1.8%5,8670.9%Computer and TechnologyAVGOBroadcom$1,562,438$19,190 ▼-1.2%5,0480.9%Computer and TechnologyIAUiShares Gold Trust$1,400,244$160,010 ▲12.9%15,8830.8%FinancePMPhilip Morris International$1,393,816$9,755 ▲0.7%8,4300.8%Consumer StaplesNVDANVIDIA$1,284,299$43,252 ▼-3.3%7,3640.7%Computer and TechnologySLViShares Silver Trust$1,208,188$10,085 ▲0.8%17,7310.7%ETFGE VERNOVA INC$1,181,039$41,026 ▲3.6%1,3530.7%COMGLDSPDR Gold Shares$1,180,284$27,969 ▼-2.3%2,7430.7%FinanceFNDFSchwab Fundamental International Equity ETF$1,150,713$19,474 ▼-1.7%23,5180.6%ETFLLYEli Lilly and Company$1,106,484$3,679 ▲0.3%1,2030.6%MedicalGOOGAlphabet$1,080,602$17,212 ▼-1.6%3,7670.6%Computer and TechnologyVRTVertiv$982,792$7,768 ▲0.8%3,9220.5%Computer and TechnologyPGProcter & Gamble$930,704$8,088 ▲0.9%6,4440.5%Consumer StaplesQQQInvesco QQQ$874,794$72,178 ▼-7.6%1,5150.5%FinanceTSMTaiwan Semiconductor Manufacturing$850,620$8,787 ▲1.0%2,5170.5%Computer and TechnologyWALMART INC$810,737$3,604 ▲0.4%6,5240.5%COMGEGE Aerospace$809,346$3,405 ▲0.4%2,8520.5%AerospaceCSCOCisco Systems$805,501$50,276 ▲6.7%10,3820.5%Computer and TechnologyJPMJPMorgan Chase & Co.$774,100$8,235 ▲1.1%2,6320.4%FinanceCOSTCostco Wholesale$746,327$1,993 ▼-0.3%7490.4%Retail/WholesaleBRK.ABerkshire Hathaway$718,1400.0%10.4%FinanceEMXCiShares MSCI Emerging Markets ex China ETF$707,153$24,857 ▼-3.4%8,9900.4%ManufacturingMOAltria Group$667,556$6,005 ▲0.9%10,1160.4%Consumer StaplesTCHPT. Rowe Price Blue Chip Growth ETF$643,393$111,334 ▼-14.8%14,5630.4%ETFLAZARD ACTIVE ETF TR$636,589$636,589 ▲New Holding20,0500.4%INTL DYNAMIC EQTVOVanguard Mid-Cap ETF$624,907$8,041 ▼-1.3%2,1760.3%ETFVOOGVanguard S&P 500 Growth ETF$614,689$217,405 ▲54.7%1,5070.3%ETFVIGIVanguard International Dividend Appreciation ETF$592,476$73,595 ▼-11.0%6,6980.3%ETFPYLDPIMCO Multi Sector Bond Active ETF$573,417$68,959 ▲13.7%21,8860.3%ETFDBEFXtrackers MSCI EAFE Hedged Equity ETF$571,953$9,337 ▼-1.6%11,5780.3%ETFXMMOInvesco S&P MidCap Momentum ETF$565,698$31,323 ▲5.9%3,9010.3%ETFNOBLProShares S&P 500 Aristocrats ETF$551,932$37,318 ▼-6.3%5,2060.3%ETFTSLATesla$535,316$22,305 ▼-4.0%1,4400.3%Auto/Tires/TrucksRWJInvesco S&P SmallCap 600 Revenue ETF$531,787$11,662 ▼-2.1%10,5340.3%ETFURIUnited Rentals$530,9480.0%7290.3%ConstructionIYJiShares U.S. Industrials ETF$504,587$53,114 ▼-9.5%3,4200.3%ETFCNCCentene$476,8250.0%14,5640.3%MedicalNEENextEra Energy$439,600$5,851 ▲1.3%4,7330.2%UtilitiesCINFCincinnati Financial$413,517$944 ▲0.2%2,6280.2%FinanceCAHCardinal Health$413,3220.0%1,9560.2%MedicalMCKMcKesson$408,450$103,843 ▲34.1%4720.2%MedicalBIVVanguard Intermediate-Term Bond ETF$404,886$31,104 ▼-7.1%5,2460.2%ETFJPREJPMorgan Realty Income ETF$398,406$26,919 ▲7.2%8,2880.2%ETFVOOVanguard S&P 500 ETF$396,991$64,474 ▲19.4%6650.2%ETFIVWiShares S&P 500 Growth ETF$366,850$3,167 ▼-0.9%3,2430.2%ETFSMLVSPDR SSGA US Small Cap Low Volatility Index ETF$346,183$21,525 ▲6.6%2,5250.2%ETFCGUSCapital Group Core Equity ETF$343,478$284,003 ▼-45.3%8,9400.2%ETFVPUVanguard Utilities ETF$328,610$9,910 ▼-2.9%1,6580.2%ETFITAiShares U.S. Aerospace & Defense ETF$323,982$8,969 ▲2.8%1,4810.2%ETFCMICummins$320,9530.0%5970.2%Auto/Tires/TrucksSCHISchwab 5-10 Year Corporate Bond ETF$318,994$318,994 ▲New Holding14,0650.2%ETFVVisa$309,795$32,037 ▲11.5%1,0250.2%Business ServicesBRK.BBerkshire Hathaway$307,6460.0%6420.2%FinanceMRKMerck & Co., Inc.$304,343$6,255 ▲2.1%2,5300.2%MedicalCEGConstellation Energy$299,954$8,379 ▲2.9%1,0740.2%EnergyVWOVanguard FTSE Emerging Markets ETF$289,709$8,378 ▼-2.8%5,3600.2%ETFMGKVanguard Mega Cap Growth ETF$286,237$1,102 ▲0.4%7790.2%ETFIVViShares Core S&P 500 ETF$282,841$282,841 ▲New Holding4330.2%ETFKOCocaCola$280,764$8,517 ▲3.1%3,6920.2%Consumer StaplesFDLFirst Trust Morningstar Dividend Leaders Index Fund$272,085$8,992 ▼-3.2%5,3560.2%ETFCATCaterpillar$269,922$2,125 ▲0.8%3810.2%IndustrialsSCHXSchwab US Large-Cap ETF$268,502$268,502 ▲New Holding10,4720.2%ETFIBUYAmplify Online Retail ETF$266,039$5,315 ▼-2.0%4,2550.1%ETFHBANHuntington Bancshares$264,8450.0%16,9230.1%FinanceGRCGorman-Rupp$264,4240.0%4,2560.1%IndustrialsUNHUnitedHealth Group$259,770$13,530 ▲5.5%9600.1%MedicalMDLZMondelez International$255,8650.0%4,4390.1%Consumer StaplesVANGUARD MUN BD FDS$248,7460.0%3,3100.1%CORE TAX EXEMPTVANGUARD MALVERN FDS$248,0030.0%3,2050.1%CORE BD ETFVANGUARD MALVERN FDS$247,1150.0%4,8450.1%MULTI SECTORGISGeneral Mills$241,0160.0%6,4750.1%Consumer StaplesSOXXiShares Semiconductor ETF$239,936$1,972 ▼-0.8%7300.1%ETFFDXFedEx$238,641$238,641 ▲New Holding6700.1%TransportationBACBank of America$232,948$195 ▲0.1%4,7780.1%FinanceVAWVanguard Materials ETF$226,467$9,014 ▼-3.8%1,0050.1%ETFXSVMInvesco S&P SmallCap Value with Momentum ETF$226,035$12,052 ▼-5.1%3,7510.1%MiscellaneousLITELumentum$218,558$218,558 ▲New Holding3110.1%Computer and TechnologyQQQMInvesco NASDAQ 100 ETF$212,434$11,643 ▼-5.2%8940.1%ETFIYGiShares U.S. Financial Services ETF$210,165$12,923 ▼-5.8%2,5370.1%ETFJNJJohnson & Johnson$209,729$209,729 ▲New Holding8580.1%MedicalGLWCorning$209,530$209,530 ▲New Holding1,5410.1%Computer and TechnologyBLESInspire Global Hope ETF$205,8020.0%4,6400.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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