SWMG, LLC
SWMG, LLC (Strittmatter Wealth Management Group) is an independent financial planning and investment management firm headquartered in Weatherford, Texas. Founded by Joshua Strittmatter, they specialize in serving high-net-worth clients and business owners, emphasizing comprehensive retirement and estate planning as well as multi-generational relationship building. With around 6 advisors and a client-centric focus, SWMG offers unbiased, fee-based fiduciary advisory services. The firm operates from Texas, is recognized for its excellence, and prioritizes customized strategies for long-term financial well-being.
Investment Strategy
SWMG, LLC focuses on comprehensive, fiduciary-based financial planning and investment management for high-net-worth individuals, families, and business owners. Their approach blends personalized retirement and estate planning with asset preservation and growth. The firm does not sell proprietary products and aims to provide unbiased, sophisticated advice on all aspects of clients' financial lives, crafting lifelong and multi-generational financial strategies tailored to each client's goals and risk tolerance.
Top Holdings
Equity Positions (120)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 16.92% | $50.3M | 78,652 | $383.32 | $620.90 | +$1.3M |
Q QUAL | ISHARES TR | 5.70% | $16.9M | 90,717 | $147.93 | $182.82 | +$5.9M |
I IVW | ISHARES TR | 5.47% | $16.3M | 142,314 | $87.77 | $110.10 | +$4.3M |
E EFV | ISHARES TR | 5.24% | $15.6M | 242,570 | $58.04 | $63.48 | +$8.9M |
S SPSB | SPDR SERIES TRUST | 4.83% | $14.4M | 476,742 | $29.86 | $30.19 | -$2.9M |