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Swisher Financial Concepts, Inc.
Swisher Financial Concepts, Inc. is an SEC-Registered Investment Advisory firm headquartered in Westerville, Ohio. Founded in 1987, the firm offers personalized financial planning and investment management services. With approximately 8 employees, including multiple advisors and support staff, they serve over 1,100 client accounts, predominantly individuals, including both high net worth and retail clients. Their approach emphasizes personal values, faith, family, and patient, disciplined investing.
Investment Strategy
Swisher Financial Concepts, Inc. employs a client-focused, long-term investment strategy, primarily serving individual investors with customized portfolio management. They focus on diversified asset allocation with significant exposure to large ETFs and mutual funds, balancing growth and income. Their philosophy centers on wise, patient investing, with selections spanning U.S. and international equities, fixed income securities, and ETFs. The firm avoids pooled vehicles and institutional clients, instead tailoring financial advice and portfolio construction to individual needs while valuing faith and family as part of their culture.
Latest 13F Filing Activity
Swisher Financial Concepts, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 88 equity positions with a total 13F market value of $167M. The fund increased holdings in Vanguard Index FDS, Vanguard Star FDS, Abbvie Inc. among other positions. Swisher Financial Concepts, Inc. reduced exposure to Pacer FDS TR, Schwab Strategic TR, Ishares Inc. among others.
Top Holdings
Equity Positions (88)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 8.87% | $14.8M | 45,088 | $285.02 | $328.17 | +$2.8M |
V VXUS | VANGUARD STAR FDS | 7.65% | $12.8M | 173,647 | $64.42 | $73.46 | +$2.6M |
A ABBV | ABBVIE INC | 7.20% | $12.0M | 51,895 | $155.12 | $231.54 | +$2.3M |
C CGDV | CAPITAL GROUP DIVIDEND VALUE | 6.62% | $11.0M | 262,592 | $32.80 | $42.03 | -$519.7K |
E EUSA | ISHARES INC | 4.97% | $8.3M | 80,584 | $95.71 | $102.97 | +$1.4M |
Industry Allocation
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