Sign In
test

Teresa Douberly

Swmg, Llc

Assets Managed
$424.46M
Holdings
100
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
21.22%(2Q avg: 9.22%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Swmg, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 100 positions.

Assets under management

The assets under management (AUM) of Swmg, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 424.46M in assets, with a quarterly growth rate of 21.22% and a 2-quarter average growth rate of 9.22%. The portfolio is managed by Teresa Douberly, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 51.68%
26.87%
$114.025M
151,003 shares@ $755.12 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Increased 16.83%
8.2%
$34.784M
252,257 shares@ $137.89 avg price
SPSB
Spdr Port Shrt Trm Corp Bnd
Recent Activity
Increased 13.16%
5.66%
$23.989M
802,312 shares@ $29.9 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Increased 12.59%
5.41%
$22.963M
337,488 shares@ $68.05 avg price
IVE
Ishares S&p 500 Value Etf
Recent Activity
Decreased -10.59%
4.82%
$20.454M
88,953 shares@ $229.95 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Decreased -18.07%
4.55%
$19.278M
241,823 shares@ $79.72 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -6.9%
2.87%
$12.169M
32,787 shares@ $371.17 avg price
EFG
Ishares Msci Eafe Growth Etf
Recent Activity
Increased 18.11%
2.85%
$12.09M
99,544 shares@ $121.46 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 14.87%
2.66%
$11.275M
116,366 shares@ $96.9 avg price
IYW
Ishares Ustechnology Etf
Recent Activity
Increased 36.36%
2.58%
$10.917M
43,987 shares@ $248.19 avg price

1-10 of 100