SWS Partners

Registered adviser

CIK

1731731

Location

COLUMBUS, OH

Portfolio Value

Small $387,650,323

Diversification

Diversified

Filing Date

Global Rank

#4,363 / 8,814 ▼ 206

Top Industry

Semiconductors 13.7%

Period ended 4 months ago

Filed Aug 3, 2026 · 3mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 281838

Roster of Oct 1, 2026

Regulatory AUM

$442,567,982

Main clients

Individuals and high net worth (90% of AUM)

Private funds

10 funds · Private equity funds

Focus by fund count, roster of Oct 1, 2026

$12,643,052 gross assets

Private funds on Schedule D 7.B.(1)

As filed Oct 15, 2024; SEC's bulk Form ADV archive ends with 2024 filings.

$9,233,919 gross assets in 5 funds Private equity funds $4,802,279 (2) Hedge funds $2,671,948 (2) Real estate funds $1,759,692 (1)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Aug 2026 to Oct 2026	$442,567,982	Individuals and high net worth (90%)
Jul 2026	$442,567,982	Individuals and high net worth (90%)
Apr 2026 to Jun 2026	$442,567,982	Individuals and high net worth (90%)
Apr 2025 to Mar 2026	$359,732,579	Individuals and high net worth (93%)
Feb 2025 to Mar 2025	$353,640,038	Individuals and high net worth (97%)
Apr 2024 to Jan 2025	$353,640,038	Individuals and high net worth (97%)

7 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Diversified active

Top 10 weight 43.2%, 30.6 effective positions, active share 75.4% against the S&P 500 as of 2026-06-30; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

21.3% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 15.7 quarters (12+), a floor since 16.1% of the book was already held when coverage starts

Closest benchmark: the S&P 500 as of 2026-06-30, active share 75.4%; sector active share 22.1% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

108 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

11.2%

−0.9 pts

Top 5

29.4%

−1.8 pts

Top 10

43.2%

+1.5 pts

HHI

327

Diversified−11

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	30.0%	$116,231,636	19
Unclassified	29.3%	$113,531,318	41
Healthcare	11.6%	$45,072,737	11
Industrials	5.6%	$21,551,948	6
Financial Services	5.4%	$20,842,433	9
Communication Services	5.1%	$19,821,431	4
Consumer Cyclical	4.6%	$17,895,922	8
Consumer Defensive	2.6%	$10,141,901	3
Energy	2.4%	$9,249,085	3
Utilities	1.6%	$6,114,352	2
Basic Materials	1.3%	$5,006,509	1
Real Estate	0.6%	$2,191,051	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
PCT	PureCycle Technologies, Inc.	+405,045	1,434,924	$11,637,233
AMBA	Ambarella Inc	+40,613	132,050	$11,329,890
SCHR	Schwab Intermediate-Term U.S. Treasury ETF	+17,456	736,384	$18,159,229
PFE	Pfizer Inc	+14,932	92,241	$2,221,163
NVDA	Nvidia Corp	+10,094	83,644	$16,736,327
ED	Consolidated Edison Inc	+7,124	27,663	$3,060,357
DUK	Duke Energy CORP	+6,109	24,127	$3,053,995
LLY	ELI LILLY & Co	+2,944	5,247	$6,293,409
USHY	iShares Broad USD High Yield Corporate Bond ETF	+2,927	99,938	$0
IGIB	iShares 5-10 Year Investment Grade Corporate Bond ETF	+2,791	69,976	$0
ABT	Abbott Laboratories	+2,703	23,130	$2,098,816
HDEF	Xtrackers MSCI EAFE High Dividend Yield Equity ETF	+2,394	125,266	$4,026,049
MP	MP Materials Corp.	+2,320	89,386	$5,006,509
XYZ	Block, Inc.	+2,290	89,958	$6,836,808
META	Meta Platforms, Inc.	+2,274	8,938	$5,034,686
UNH	Unitedhealth Group Inc	+2,042	7,714	$3,206,169
CELH	Celsius Holdings, Inc.	+1,777	63,777	$1,867,390
BRK-B	Berkshire Hathaway Inc	+1,488	5,479	$2,741,636
GGG	Graco Inc	+1,433	30,567	$2,311,170
UBER	Uber Technologies, Inc	+1,119	46,749	$3,373,407
—		+1,085	232,209	$9,796,897
MRK	Merck & Co., Inc.	+1,027	20,508	$2,635,278
NKE	NIKE, Inc.	+915	36,814	$1,511,214
SNOW	Snowflake Inc.	+804	28,316	$7,206,422
NTRA	Natera, Inc.	+795	30,215	$8,201,861
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
ABBV	AbbVie Inc.	−109,638	13,364	$3,362,916
PINS	Pinterest, Inc.	−51,342	141,330	$2,972,169
PFFD	Global X U.S. Preferred ETF	−35,703	278,848	$0
—		−34,672	207,359	$9,893,097
MRVL	Marvell Technology, Inc.	−26,659	29,129	$8,677,237
IJH	iShares Core S&P Mid-Cap ETF	−21,655	211,840	$0
GLW	Corning Inc	−20,861	21,692	$5,540,787
DXCM	Dexcom Inc	−14,658	43,005	$2,896,386
OKTA	Okta, Inc.	−12,028	60,161	$8,208,968
—		−10,223	535,902	$14,729,266
APH	Amphenol Corp	−7,718	16,868	$5,948,331
GOOGL	Alphabet Inc.	−7,516	28,144	$10,057,821
IVV	iShares Core S&P 500 ETF	−5,768	54,398	$0
RH	Rh	−5,185	18,086	$2,979,306
GH	Guardant Health, Inc.	−4,899	74,582	$11,189,537
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	−2,216	73,240	$3,889,776
DIS	Walt Disney Co	−2,207	18,252	$1,756,755
SCHA	Schwab U.S. Small-Cap ETF	−2,145	66,673	$2,408,895
SCHF	Schwab International Equity ETF	−1,673	195,610	$5,418,397
CIEN	Ciena Corp	−1,376	13,590	$6,666,710
SW	Smurfit Westrock plc	−1,264	67,934	$3,142,626
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	−1,232	101,985	$6,087,484
WFC	Wells Fargo & Company	−1,168	43,645	$3,606,822
ORCL	Oracle Corp	−1,149	15,793	$2,314,464
SCHX	Schwab U.S. Large-Cap ETF	−1,005	277,440	$8,165,059
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
CVX	Chevron Corp	14,607	$2,421,256
SUSL	iShares ESG MSCI USA Leaders ETF	1,600	$0
ESML	iShares ESG Aware MSCI USA Small-Cap ETF	3,850	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
NOW	ServiceNow, Inc.	28,362	$2,965,247
ACN	Accenture plc	12,525	$2,483,582
CPRI	Capri Holdings Ltd	129,768	$2,286,512
AMT	American Tower Corp	9,810	$1,693,009
VRTX	Vertex Pharmaceuticals Inc	2,573	$1,148,947
XYL	Xylem Inc.	7,256	$867,092
XOM	ExxonMobil Holdings Corp	3,010	$510,676
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

108 tracked positions · $387,650,323 total · filing declares 108 positions · $463,021,088 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 108 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
SCHR	Schwab Intermediate-Term U.S. Treasury ETF	Added	736,384	+17,456	$18,159,229	+1.4%	16	unpriced	4.68%
NVDA	Nvidia Corp Technology	Added	83,644	+10,094	$16,736,327	+30.5%	14	$92.29	4.32%
		Reduced	535,902	-10,223	$14,729,266	+9.3%	7	$21.50	3.80%
MU	Micron Technology Inc Technology	Added	10,444	+276	$12,055,404	+250.9%	8	$118.71	3.11%
PCT	PureCycle Technologies, Inc. Industrials	Added	1,434,924	+405,045	$11,637,233	+117.7%	21	$8.74	3.00%
AMBA	Ambarella Inc Technology	Added	132,050	+40,613	$11,329,890	+140.7%	26+	before history	2.92%
GH	Guardant Health, Inc. Healthcare	Reduced	74,582	-4,899	$11,189,537	+52.4%	18	$38.13	2.89%
GOOGL	Alphabet Inc. Communication Services	Reduced	28,144	-7,516	$10,057,821	−1.9%	26+	before history	2.59%
		Reduced	207,359	-34,672	$9,893,097	−10.2%	16	$41.65	2.55%
		Added	232,209	+1,085	$9,796,897	+7.5%	7	$37.30	2.53%
MRVL	Marvell Technology, Inc. Technology	Reduced	29,129	-26,659	$8,677,237	+57.0%	20	$70.13	2.24%
VMBS	VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND	Added	181,005	+107	$8,472,844	−0.2%	5	$46.01	2.19%
OKTA	Okta, Inc. Technology	Reduced	60,161	-12,028	$8,208,968	+44.5%	12	$82.79	2.12%
NTRA	Natera, Inc. Healthcare	Added	30,215	+795	$8,201,861	+39.4%	23	$85.54	2.12%
SCHX	Schwab U.S. Large-Cap ETF	Reduced	277,440	-1,005	$8,165,059	+14.4%	16	unpriced	2.11%
SNOW	Snowflake Inc. Technology	Added	28,316	+804	$7,206,422	+73.7%	22	$201.27	1.86%
XYZ	Block, Inc. Technology	Added	89,958	+2,290	$6,836,808	+29.6%	26+	before history	1.76%
CIEN	Ciena Corp Technology	Reduced	13,590	-1,376	$6,666,710	+14.7%	14	$51.11	1.72%
LLY	ELI LILLY & Co Healthcare	Added	5,247	+2,944	$6,293,409	+197.1%	3	$993.84	1.62%
TER	Teradyne, Inc Technology	Added	12,915	+345	$6,248,793	+67.7%	4	$116.41	1.61%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Reduced	101,985	-1,232	$6,087,484	+9.1%	16	$42.60	1.57%
APH	Amphenol Corp Technology	Reduced	16,868	-7,718	$5,948,331	−4.3%	8	unpriced	1.53%
GLW	Corning Inc Technology	Reduced	21,692	-20,861	$5,540,787	−4.2%	24	$33.84	1.43%
		Reduced	190,686	-447	$5,482,222	+4.9%	7	$28.05	1.41%
SCHF	Schwab International Equity ETF	Reduced	195,610	-1,673	$5,418,397	+11.0%	16	unpriced	1.40%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	27,880	-837	$5,043,770	+6.2%	9	$127.18	1.30%
META	Meta Platforms, Inc. Communication Services	Added	8,938	+2,274	$5,034,686	+32.1%	26+	before history	1.30%
MP	MP Materials Corp. Basic Materials	Added	89,386	+2,320	$5,006,509	+19.2%	17	$25.78	1.29%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	14,026	-190	$4,591,130	+9.8%	26+	before history	1.18%
NET	Cloudflare, Inc. Technology	Added	17,357	+467	$4,257,324	+22.2%	21	$80.33	1.10%
HDEF	Xtrackers MSCI EAFE High Dividend Yield Equity ETF	Added	125,266	+2,394	$4,026,049	+1.1%	16	unpriced	1.04%
MELI	Mercadolibre Inc Consumer Cyclical	Added	2,336	+69	$3,965,103	+1.2%	10	$2,022.28	1.02%
ANET	Arista Networks, Inc. Technology	Added	23,314	+616	$3,960,582	+42.1%	22	unpriced	1.02%
SCHH	Schwab U.S. REIT ETF	Reduced	164,597	-603	$3,897,656	+9.8%	16	unpriced	1.01%
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	Reduced	73,240	-2,216	$3,889,776	−15.9%	16	unpriced	1.00%
WFC	Wells Fargo & Company Financial Services	Reduced	43,645	-1,168	$3,606,822	+1.1%	25	$39.64	0.93%
MPC	Marathon Petroleum Corp Energy	Reduced	13,912	-646	$3,556,881	+0.1%	25	$91.53	0.92%
ETN	Eaton Corp plc Industrials	Reduced	8,148	-641	$3,472,025	+10.4%	26+	before history	0.90%
UBER	Uber Technologies, Inc Technology	Added	46,749	+1,119	$3,373,407	+2.8%	25	$45.07	0.87%
ABBV	AbbVie Inc. Healthcare	Reduced	13,364	-109,638	$3,362,916	+25.7%	26+	before history	0.87%
AMZN	Amazon Com Inc Consumer Cyclical	Added	13,801	+356	$3,289,330	+17.5%	26+	before history	0.85%
PSX	Phillips 66 Energy	Added	19,349	+203	$3,270,948	−6.2%	25	$89.95	0.84%
WMT	Walmart Inc. Consumer Defensive	Reduced	28,525	-522	$3,230,741	−10.5%	9	$68.73	0.83%
UNH	Unitedhealth Group Inc Healthcare	Added	7,714	+2,042	$3,206,169	+108.9%	14	$414.60	0.83%
GD	General Dynamics Corp Industrials	Added	8,919	+518	$3,159,466	+9.6%	9	$292.51	0.82%
MET	Metlife Inc Financial Services	Reduced	37,176	-465	$3,145,461	+18.2%	26+	before history	0.81%
SW	Smurfit Westrock plc Consumer Cyclical	Reduced	67,934	-1,264	$3,142,626	+14.0%	8	$45.32	0.81%
CSCO	Cisco Systems, Inc. Technology	Reduced	26,634	-851	$3,128,429	+46.7%	26+	before history	0.81%
ED	Consolidated Edison Inc Utilities	Added	27,663	+7,124	$3,060,357	+31.7%	12	$97.42	0.79%
DUK	Duke Energy CORP Utilities	Added	24,127	+6,109	$3,053,995	+29.4%	26+	before history	0.79%

Showing the top 50 of 108 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.