13F-HR filed by Swisher Financial Concepts, Inc.
Swisher Financial Concepts, Inc. filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-06, with 107 holding rows worth $158,761,162.
- Accession
- 0002063364-26-000275
- Filer
- CIK 1947503
- Filed
- 2026-08-06
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 107 entries on the cover page, a total value of $158,761,162 stated on the cover page (in dollars after the unit check, H1), rows summing to $158,761,162 with VALUE read as dollars as filed, 13F file number 028-23776. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| VTI | 922908769 | COM | 47,901 | $17,725,182 | dollars as filed | |
| VANGUARD STAR FDS | 921909768 | COM | 188,279 | $16,095,968 | dollars as filed | |
| CAPITAL GROUP DIVIDEND VALUE | 14020W106 | SHS CREAT UNIT | 251,460 | $12,391,947 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 44,678 | $11,242,772 | dollars as filed | |
| iShares MSCI USA Equal Weighted ETF | 464286681 | SHS | 83,605 | $9,546,871 | dollars as filed | |
| CAPITAL GROUP GROWTH ETF | 14020G101 | SHS CREAT UNIT | 180,904 | $8,538,671 | dollars as filed | |
| CAPITAL GROUP DIVIDEND GROWE | 14021L109 | SHS ETF | 220,758 | $8,280,650 | dollars as filed | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 109,922 | $8,069,362 | dollars as filed | |
| CAPITAL GRP FIXED INCM ETF T | 14020Y300 | US MULTI-SECTOR | 268,461 | $7,337,027 | dollars as filed | |
| CAPITAL GRP FIXED INCM ETF T | 14020Y102 | CORE PLUS INCM | 310,986 | $6,931,883 | dollars as filed | |
| CAPITAL GROUP INTERNATIONAL | 14021T102 | SHS | 136,445 | $4,965,232 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 44,737 | $4,059,435 | dollars as filed | |
| Apple Inc | 037833100 | COM | 11,163 | $3,230,173 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 21,312 | $2,913,777 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 9,794 | $2,334,302 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 5,881 | $2,193,795 | dollars as filed | |
| PACER FDS TR | 69374H881 | US CASH COWS 100 | 25,921 | $1,612,307 | dollars as filed | |
| CAPITAL GROUP INTL FOCUS EQT | 14019W109 | SHS CREAT UNIT | 46,460 | $1,608,460 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 4,154 | $1,484,336 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 1,052 | $1,235,967 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 3,259 | $1,230,966 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 1,430 | $1,053,106 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 4,683 | $937,050 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 777 | $931,957 | dollars as filed | |
| CENTENE CORP DEL COM | 15135B101 | Stock | 14,364 | $922,025 | dollars as filed | |
| Vanguard S&P 500 Growth ETF | 921932505 | SHS | 10,855 | $896,846 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 2,477 | $875,198 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 1,664 | $794,676 | dollars as filed | |
| iShares Gold Trust | 464285204 | COM | 10,071 | $760,461 | dollars as filed | |
| BERKSHIRE HATHAWAY INC DEL | 084670108 | CL A | 1 | $748,850 | dollars as filed | |
| LAZARD ACTIVE ETF TR | 52110K400 | INTL DYNAMIC EQT | 20,513 | $719,376 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524755 | FUNDAMENTAL INTL | 12,955 | $683,528 | dollars as filed | |
| General Electric Company | 369604301 | COM | 1,483 | $554,293 | dollars as filed | |
| VERTIV HOLDINGS CO COM CL A | 92537N108 | Stock | 1,575 | $527,353 | dollars as filed | |
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 72201R585 | ETF | 19,284 | $511,403 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 1,515 | $495,851 | dollars as filed | |
| GORMAN RUPP CO COM | 383082104 | Stock | 5,302 | $486,403 | dollars as filed | |
| CINCINNATI FINL CORP COM | 172062101 | Stock | 2,602 | $481,734 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 1,289 | $474,842 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 4,095 | $463,805 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 3,932 | $461,853 | dollars as filed | |
| Invesco S&P MidCap Momentum ETF | 46137V464 | SHS | 2,709 | $460,930 | dollars as filed | |
| iShares Silver Trust | 46428Q109 | COM | 7,569 | $404,714 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 4,700 | $378,679 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q126 | RLTY INCOME ETF | 6,429 | $335,489 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 443 | $331,758 | dollars as filed | |
| Schwab 5-10 Year Corporate Bond ETF | 808524698 | SHS | 14,065 | $318,432 | dollars as filed | |
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 10,472 | $308,191 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 2,081 | $305,158 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 326 | $304,963 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 523 | $303,816 | dollars as filed | |
| T ROWE PRICE EXCHANGE-TRADED | 87283Q107 | PRICE BLUE CHIP | 5,850 | $293,027 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G664 | S&P SMALLCAP 600 | 4,869 | $289,714 | dollars as filed | |
| Vanguard International Dividend Appreciation ETF | 921946810 | SHS | 3,056 | $285,369 | dollars as filed | |
| HUNTINGTON BANCSHARES INC COM | 446150104 | Stock | 15,923 | $282,315 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 804 | $275,844 | dollars as filed | |
| SPDR SERIES TRUST | 78468R887 | ST STR R2K LOWV | 1,674 | $263,450 | dollars as filed | |
| Intel Corp | 458140100 | COM | 1,878 | $262,225 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 613 | $257,828 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 512 | $256,200 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 362 | $248,308 | dollars as filed | |
| Vanguard Mega Cap Growth ETF | 921910816 | SHS | 2,792 | $245,445 | dollars as filed | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 1,738 | $239,067 | dollars as filed | |
| CORNING INC | 219350105 | COM | 890 | $227,333 | dollars as filed | |
| ISHARES TR | 464287523 | COM | 348 | $223,078 | dollars as filed | |
| Vanguard FTSE Europe ETF | 922042874 | SHS | 2,404 | $212,850 | dollars as filed | |
| GENERAL MILLS INC COM | 370334104 | Stock | 6,100 | $212,280 | dollars as filed | |
| CAPITAL GROUP CORE EQUITY ET | 14020V108 | SHS CREAT UNIT | 4,683 | $208,299 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524805 | INTL EQTY ETF | 7,257 | $201,019 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 258 | $186,534 | dollars as filed | |
| ISHARES TR | 464287754 | US INDUSTRIALS | 1,092 | $181,982 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V480 | S&P SMCP VLU MNT | 2,598 | $180,795 | dollars as filed | |
| ISHARES INC | 46434G764 | MSCI EMRG CHN | 1,765 | $180,560 | dollars as filed | |
| NORTHERN LTS FD TR IV | 66538H658 | INSPIRE GBL HOPE | 3,740 | $178,361 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G649 | COM | 523 | $158,453 | dollars as filed | |
| NextEra Energy,Inc. | 65339F101 | COM | 1,765 | $154,914 | dollars as filed | |
| GLOBAL X FDS | 37954Y673 | US INFR DEV ETF | 2,504 | $147,536 | dollars as filed | |
| CUMMINS INC COM | 231021106 | Stock | 205 | $145,884 | dollars as filed | |
| DBX ETF TR | 233051200 | XTRACK MSCI EAFE | 2,625 | $143,404 | dollars as filed | |
| iShares U.S. Aerospace & Defense ETF | 464288760 | SHS | 571 | $138,439 | dollars as filed | |
| EA SERIES TRUST | 02072L607 | FREEDOM 100 EM | 1,892 | $137,938 | dollars as filed | |
| CARDINAL HEALTH INC | 14149Y108 | COM | 566 | $134,459 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 307 | $127,598 | dollars as filed | |
| UNITED RENTALS INC COM | 911363109 | Stock | 112 | $126,614 | dollars as filed | |
| CONSTELLATION ENERGY CORP COM | 21037T109 | Stock | 505 | $125,434 | dollars as filed | |
| MCKESSON CORP COM | 58155Q103 | Stock | 160 | $120,896 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 110 | $117,139 | dollars as filed | |
| Vanguard Utilities ETF | 92204A876 | SHS | 591 | $115,613 | dollars as filed | |
| VWO | 922042858 | SHS | 1,924 | $114,844 | dollars as filed | |
| STEEL DYNAMICS INC COM | 858119100 | Stock | 473 | $108,535 | dollars as filed | |
| RYDER SYS INC COM | 783549108 | Stock | 377 | $99,567 | dollars as filed | |
| AMPLIFY ETF TR | 032108102 | CMN | 1,409 | $97,392 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 714 | $91,760 | dollars as filed | |
| Vanguard Materials ETF | 92204A801 | SHS | 385 | $88,084 | dollars as filed | |
| STANLEY BLACK & DECKER INC COM | 854502101 | Stock | 903 | $84,990 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 1,385 | $78,917 | dollars as filed | |
| Vanguard Intermediate-Term Bond ETF | 921937819 | SHS | 929 | $71,285 | dollars as filed | |
| AMPLIFY ETF TR | 032108664 | AMPLIFY CYBERSEC | 662 | $69,464 | dollars as filed | |
| PROSHARES TR | 74348A467 | S&P 500 DV ARIST | 1,208 | $67,841 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 223 | $56,635 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 671 | $54,532 | dollars as filed | |
| FEDEX CORP COM | 31428X106 | Stock | 150 | $46,970 | dollars as filed | |
| ISHARES TR | 464287770 | U.S. FIN SVC ETF | 462 | $41,797 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 336917109 | SHS | 583 | $28,369 | dollars as filed | |
| Mondelez International,Inc. Class A | 609207105 | COM | 109 | $6,305 | dollars as filed | |
| Philip Morris International Inc. | 718172109 | COM | 20 | $3,618 | dollars as filed | |
| Altria Group Inc | 02209S103 | COM | 31 | $2,230 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002063364-26-000275 | this filing | 2026-08-06 | acceptance time not in the bulk data set |