SWS Partners
SWS Partners is a registered investment advisory firm headquartered in Columbus, Ohio. Founded in 2017, the firm specializes in providing investment management and wealth advisory services. As of 2025, SWS Partners manages approximately $360 million in assets and employs 6 staff, mainly focused on investment management. The firm serves both individual and institutional clients, offering tailored financial strategies and comprehensive portfolio management solutions.
Investment Strategy
SWS Partners employs a diversified, research-driven investment strategy focused on long-term portfolio growth, risk management, and cost efficiency. Their approach centers on selecting a mix of exchange-traded funds (ETFs) and direct equity investments—primarily large-cap stocks and core bond funds—tailored to client profiles and changing market dynamics. The firm emphasizes transparency, independent research, and leveraging technology to optimize investment outcomes while attentively managing risk exposure.
Top Holdings
Equity Positions (120)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 9.37% | $38.4M | 57,361 | $430.25 | $669.30 | +$3.1M |
S SCHR | SCHWAB STRATEGIC TR | 3.83% | $15.7M | 624,562 | $24.65 | $25.13 | +$1.3M |
I IJH | ISHARES TR | 3.63% | $14.9M | 227,613 | $50.39 | $65.26 | +$1.1M |
S SPYD | SPDR SERIES TRUST | 2.62% | $10.7M | 243,665 | $38.18 | $44.00 | +$1.4M |
N NVDA | NVIDIA CORPORATION | 2.44% | $10.0M | 53,543 | $43.04 | $186.58 | +$1.2M |