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| SWP Financial LLC
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| CRD # | 327885 |
| SEC # | 801-128911 |
| CIK # | 0002098300, 0002014200 |
| AUM | 239.4 M (2026-04-22) |
| Employees | 4 (75% Investors, 50% Brokers) |
| Fees | |
| Minimum | |
| Phone | 858-768-0096 |
| Address | 171 Saxony Road Encinitas, CA 92024 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 7.8 | ||
| Apple Inc | 6.1 | ||
| Broadcom Inc | 6.0 | ||
| Alphabet Inc | 5.5 | ||
| International Business Machines Corp | 4.8 | ||
| Facebook Inc | 4.6 | ||
| United Rentals Inc /DE | 4.2 | ||
| Philip Morris International Inc | 4.1 | ||
| Oracle Corp | 4.0 | ||
| AMB Property Corp | 4.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 140 | 92.3 |
| (b) Individuals (high net worth individuals) | 53 | 147.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 817 | 239.4 |
| By Discretionary | ||
| Discretionary | 576 | 194.7 |
| Non-Discretionary | 241 | 44.6 |
| Total | 817 | 239.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.4 | |
| United States Persons | 236.9 | |
| Total | 817 | 239.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002014200] | |
| 13F-HR | [0002098300] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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