SEC Form 13F

Swisher Financial Concepts, Inc. 13F Holdings

Report period2026-06-30
Publicly available2026-08-07
Reported value$158,761,162
Positions107

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD INDEX FDSVTITOTAL STK MKT$17,725,18247,901
VANGUARD STAR FDSVXUSVG TL INTL STK F$16,095,968188,279
CAPITAL GROUP DIVIDEND VALUECGDVSHS CREAT UNIT$12,391,947251,460
ABBVIE INCABBVCOM$11,242,77244,678
ISHARES INCEUSAMSCI EQUAL WEITE$9,546,87183,605
CAPITAL GROUP GROWTH ETFCGGRSHS CREAT UNIT$8,538,671180,904
CAPITAL GROUP DIVIDEND GROWECGDGSHS ETF$8,280,650220,758
VANGUARD BD INDEX FDSBNDTOTAL BND MRKT$8,069,362109,922
CAPITAL GRP FIXED INCM ETF TCGMSUS MULTI-SECTOR$7,337,027268,461
CAPITAL GRP FIXED INCM ETF TCGCPCORE PLUS INCM$6,931,883310,986

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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