SWS Partners
SWS Partners reported 108 stocks worth $465M in its 13F filing for Q3 2026, filed Oct 26, 2026. Its largest holdings are IVV (8.2%), NVDA (4.1%) and SCHR (4.0%). Compared with Q2 2026, the fund opened new positions in XOM, added to NVDA, SCHR and IDUB, trimmed IVV, IJH and NTRA and sold out of ORCL and SPLV.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $38.1M | 8.2% | 50K | −4,632 (−9%) | 8 of 8 | |
| 2 |  NVDA Nvidia Corporation | $19.3M | 4.1% | 84K | +666 (+1%) | 8 of 8 | |
| 3 |  SCHR Schwab Strategic TR | $18.4M | 4.0% | 776K | +40K (+5%) | 8 of 8 | |
| 4 |  IDUB Aptus Interntnl Enhance Yield ETF | $15.9M | 3.4% | 582K | +46K (+9%) | 8 of 8 | |
| 5 |  IJH Ishares TR | $14.2M | 3.0% | 197K | −15K (−7%) | 8 of 8 | |
| 6 |  MU Micron Technology Inc | $11.8M | 2.5% | 11K | +644 (+6%) | 8 of 8 | |
| 7 |  OSCV ETF Ser Solutions | $10.3M | 2.2% | 264K | +32K (+14%) | 8 of 8 | |
| 8 |  NTRA Natera Inc | $10M | 2.1% | 24K | −6,043 (−20%) | 8 of 8 | |
| 9 |  OKTA Okta Inc | $9.8M | 2.1% | 47K | −13K (−22%) | 8 of 8 | |
| 10 |  AMBA Ambarella Inc | $9.3M | 2.0% | 134K | +1,536 (+1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 26, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →SWS Partners 13F FAQ
What does SWS Partners own?
SWS Partners reported 108 stocks worth $465M in its 13F filing for Q3 2026, filed Oct 26, 2026. Its largest holdings are IVV (8.2%), NVDA (4.1%) and SCHR (4.0%). The table above lists every position in the filing (the top 10 without an account).
What did SWS Partners buy and sell in Q3 2026?
Compared with Q2 2026: 2 new positions, 51 added to, 44 trimmed and 2 sold out. New positions include XOM. It sold all of ORCL and SPLV.
When will SWS Partners file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is SWS Partners's portfolio worth?
The Q3 2026 filing reports $465M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.