SWS Partners
All 13F Filings
- Location
- Columbus, OH
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 405,427
- Description
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- Website
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- Founded
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- Chairman
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- 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 | 112 | 405,427 | 13F-HR | SWS Partners |
| Q4 2025 | 1/16/2026 | 115 | 414,257 | 13F-HR | SWS Partners |
| Q3 2025 | 10/16/2025 | 121 | 409,700 | 13F-HR | SWS Partners |
| Q2 2025 | 7/17/2025 | 118 | 370,612 | 13F-HR | SWS Partners |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 221.9 K | 54.7% | 0 | 83.66 K | -83.66 K |
| ETFs | 183.5 K | 45.3% | 78.49 K | 0 | 78.49 K |
| Other | 0 | 0.0% | 0 | 3.657 K | -3.657 K |
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Fund Snapshot
Q1 2026
Latest filed
4/21/2026
Total value ($000)
405,427
Holdings
112
QoQ value change ($000)
-8,830
(-2.1%)
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.