Position in SWAG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$8,796,187
+$5,844,652 QoQ
Shares Held
306,434
+114.2% QoQ
Ownership
1.64%
of shares outstanding
% of Portfolio
1.93%
of 13F equity value
Holder Rank
#1
of 27 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SWAG Over Time
Shares Held
Position Value (USD)
Position in Advertising Agencies
Communication Services · as of Jun 30, 2026SMART Wealth LLC holds $9,361,394 across 2 Advertising Agencies names. SWAG ranks #1 (94.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SWAG |
Stran & Company, Inc.
This page
|
306,434 | $8,796,187 | |
| 2 | APP |
AppLovin Corp
|
1,097 | $565,207 |
No Holdings History
No holdings records found for this institution in SWAG.