SEC Form 13F · Q1 2026

Swisher Financial Concepts, Inc.

Institutional Holdings Report

13F-HROH
$178.7M
Portfolio Value
102
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
Swisher Financial Concepts, Inc.
CIK
1947503
Accession No.
0002063364-26-000097
Location
WESTERVILLE, OH
Form Type
13F-HR
Portfolio Value
$178.7M
Holdings Reported
102
Reporting Period
Q1 2026
Filed
April 16, 2026

About this Filing

Swisher Financial Concepts, Inc. is an institutional investment manager based in WESTERVILLE, OH reporting approximately $178.7M in 13(f) securities across 102 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.