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Manager record

SWS Partners

Columbus, OH · CIK 1731731 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$465.07MReported 13F valueQ3 2026 · as filed
108Holdings listed
+0.4%vs prior quartervalue change includes market moves
6Quarters on record
Oct 26Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $370.6M$370.6MQ2 2025118 holdingsQ3 2025: $409.7M$409.7MQ3 2025121 holdingsQ4 2025: $414.3M$414.3MQ4 2025115 holdingsQ1 2026: $405.4M$405.4MQ1 2026112 holdingsQ2 2026: $463.0M$463.0MQ2 2026108 holdingsQ3 2026: $465.1M$465.1MQ3 2026108 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 26 2026 13F-HR · period Q3 2026

$465.07M · 108 holdings listed · View original SEC filing ↗
Aug 03 2026 13F-HR · period Q2 2026

$463.02M · 108 holdings listed · View original SEC filing ↗
Apr 21 2026 13F-HR · period Q1 2026

$405.43M · 112 holdings listed · View original SEC filing ↗
Jan 16 2026 13F-HR · period Q4 2025

$414.26M · 115 holdings listed · View original SEC filing ↗
Oct 16 2025 13F-HR · period Q3 2025

$409.70M · 121 holdings listed · View original SEC filing ↗
Jul 17 2025 13F-HR · period Q2 2025

$370.61M · 118 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 26, 2026 · Change methodology