Sam Sweitzer
Anson Capital, Inc.
Assets Managed
$146.163M
Holdings
90
Last Quarter
2026 - Q1
Filed Date
2d ago
Growth Rate
6.35%(2Q avg: 4.71%)
Sustained Growth
10 quarters
Portfolio positions
This chart displays the top 10 holdings in Anson Capital, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 90 positions.
Assets under management
The assets under management (AUM) of Anson Capital, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 146.163M in assets, with a quarterly growth rate of 6.35% and a 2-quarter average growth rate of 4.71%. The portfolio is managed by Sam Sweitzer, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
BILS Spdr Bloomberg 3-12 Month T-
| 7.2% | $10.521M 105,799 shares@ $99.44 avg price | Increased 7.83% |
SGOV Ishares 0-3 Month Treasury B
| 7.18% | $10.491M 104,220 shares@ $100.66 avg price | Increased 8.19% |
FLTR Vaneck Ig Floating Rate Etf
| 6.42% | $9.376M 367,956 shares@ $25.49 avg price | Increased 7.29% |
FIGB Fidelity Inv Grade Bond Etf
| 6.05% | $8.832M 205,210 shares@ $43.04 avg price | Increased 4.39% |
ICOW Pacer Developed Markets Inte
| 4.65% | $6.794M 160,089 shares@ $42.44 avg price | Increased 4.55% |
COWZ Pacer Us Cash Cows 100 Etf
| 4.45% | $6.504M 103,964 shares@ $62.57 avg price | Increased 7.66% |
FFDI Fidelity Fund Dev Intl Etf
| 3.49% | $5.089M 171,547 shares@ $29.67 avg price | Increased 1.59% |
VOOG Vanguard S&p 500 Growth Etf
| 3.1% | $4.528M 11,105 shares@ $407.71 avg price | Increased 5.43% |
EMXC Ishares Msci Emr Mrk Ex Chna
| 2.94% | $4.288M 54,507 shares@ $78.67 avg price | Decreased -4.22% |
IVE Ishares S&p 500 Value Etf
| 2.8% | $4.085M 19,347 shares@ $211.15 avg price | Increased 2.29% |
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