First seen by DFX
Sep 13, 2026
date not stated
SWS Partners, LLC: OUTSOURCED_FAMILY_OFFICE -> NOT_FAMILY_OFFICE (SWS Partners is a Columbus wealth and institutional asset manager that counts family offices among its clients rather than being one.)
First seen by DFX
Sep 12, 2026
date not stated
SWS Partners, LLC found on the SEC adviser roster (services_description)
SWS Partners reported $405,426,688 across 112 13(f) positions for the quarter ended 2026-03-31
SWS Partners increased Meta Platforms Inc 4,568 -> 6,664 shares ($3,015,176 -> $3,812,918)
SWS Partners increased Abbvie Inc 11,817 -> 123,002 shares ($2,699,990 -> $2,675,112)
SWS Partners increased Snowflake Inc 21,288 -> 27,512 shares ($4,669,642 -> $4,149,338)
SWS Partners reduced Fidelity Natl Finl Inc 483,645 -> 48,862 shares ($2,640,242 -> $2,266,226)
SWS Partners exited Monday Com Ltd (was $2,392,700, 16,215 shares)
SWS Partners reduced Ishares Tr 210,278 -> 21,095 shares ($2,252,277 -> $2,239,183)
SWS Partners increased Pinterest Inc 148,835 -> 192,672 shares ($3,853,344 -> $3,533,612)
SWS Partners exited Intuit (was $2,496,947, 3,769 shares)
SWS Partners reduced DBX Etf Tr 1,254,423 -> 122,872 shares ($3,887,459 -> $3,982,271)
SWS Partners reduced Disney Walt Co 187,823 -> 20,459 shares ($2,151,950 -> $1,971,864)
SWS Partners increased Servicenow Inc 16,005 -> 28,362 shares ($2,451,775 -> $2,965,207)
SWS Partners increased Nvidia Corporation 53,506 -> 73,550 shares ($9,978,913 -> $12,827,932)
SWS Partners reduced Micron Technology Inc 16,328 -> 10,168 shares ($4,661,967 -> $3,436,816)
SWS Partners increased Okta Inc 42,535 -> 72,189 shares ($3,678,016 -> $5,681,957)
SWS Partners reported $414,256,997 across 115 13(f) positions for the quarter ended 2025-12-31
SWS Partners increased Intuit 2,965 -> 3,769 shares ($2,025,166 -> $2,496,947)
SWS Partners increased Fidelity National Financial 48,364 -> 483,645 shares ($2,925,582 -> $2,640,242)
SWS Partners increased Celsius Hldgs Inc 37,543 -> 60,750 shares ($2,158,372 -> $2,778,693)
SWS Partners increased Dexcom Inc 38,102 -> 55,560 shares ($2,563,886 -> $3,687,533)
SWS Partners increased DBX Etf Tr 129,282 -> 1,254,423 shares ($3,803,491 -> $3,887,459)
SWS Partners increased Philip Morris Intl Inc 22,049 -> 28,563 shares ($3,584,965 -> $4,623,540)
SWS Partners increased Block Inc 43,732 -> 74,247 shares ($3,160,541 -> $4,832,766)
SWS Partners increased Select Sector Spdr Tr 38,980 -> 78,713 shares ($3,482,466 -> $3,519,252)
SWS Partners exited Confluent Inc (was $3,262,568, 164,776 shares)
SWS Partners opened a $2,388,994 position in ELI Lilly & Co (2,223 shares)
SWS Partners reduced Micron Technology Inc 23,645 -> 16,328 shares ($3,956,332 -> $4,661,967)
SWS Partners increased Servicenow Inc 3,207 -> 16,005 shares ($2,951,075 -> $2,451,775)
SWS Partners reduced Natera Inc 47,037 -> 28,976 shares ($7,571,562 -> $6,638,133)
SWS Partners increased Monday Com Ltd 6,172 -> 16,215 shares ($1,195,417 -> $2,392,700)
SWS Partners increased Purecycle Technologies Inc 749,516 -> 988,463 shares ($9,856,139 -> $8,490,901)
SWS Partners increased Disney Walt Co 16,969 -> 187,823 shares ($1,942,900 -> $2,151,950)
SWS Partners increased Ishares Tr 20,895 -> 210,278 shares ($2,225,088 -> $2,252,277)
SWS Partners reported $409,700,372 across 121 13(f) positions for the quarter ended 2025-09-30
SWS Partners opened a $2,183,734 position in Teradyne Inc (15,866 shares)
SWS Partners reduced Amazon Com Inc 26,852 -> 14,527 shares ($5,891,066 -> $3,189,701)
SWS Partners reduced Snowflake Inc 25,931 -> 18,263 shares ($5,802,730 -> $4,119,178)
SWS Partners increased Mercadolibre Inc 1,683 -> 2,208 shares ($4,400,195 -> $5,159,767)