Ground Swell Capital, LLC
All 13F Filings
- Location
- Folly Beach, SC
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 50,685
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/21/2026 | 122 | 50,685 | 13F-HR | Ground Swell Capital, LLC |
| Q4 2025 | 2/4/2026 | 87 | 48,591 | 13F-HR | Ground Swell Capital, LLC |
| Q3 2025 | 11/6/2025 | 131 | 45,716 | 13F-HR | Ground Swell Capital, LLC |
| Q2 2025 | 7/31/2025 | 141 | 62,971 | 13F-HR | Ground Swell Capital, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 23.47 K | 46.3% | 0 | 23.15 K | -23.15 K |
| ETFs | 27.18 K | 53.7% | 25.26 K | 0 | 25.26 K |
| Other | 5 | 0.0% | 5 | 0 | 5 |
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Fund Snapshot
Q1 2026
Latest filed
4/21/2026
Total value ($000)
50,685
Holdings
122
QoQ value change ($000)
2,094
(4.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.