SWMG »

Managed Portfolio Series shares owned by SWMG

Quarter-by-quarter ownership of Managed Portfolio Series (LST) shares owned by SWMG from 13F filings

Historical chart of SWMG investment in Managed Portfolio Series

Tip: Access up to 7 years of quarterly data

All positions including Managed Portfolio Series held by SWMG consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Managed Portfolio Series by SWMG

Quarter filed Position value Share count Share price at filing
2025-12-31 $616k 14k 42.98

More positions owned by SWMG

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Core Msci Emkt (IEMG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Series Trust State Street Spd (SPSB)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Core Msci Total (IXUS)
Blackrock Etf Trust Ishares A I Inno (BAI)
Blackrock Etf Trust Ishares Us Thema (THRO)

View all positions for SWMG

Top funds holding Managed Portfolio Series

Welch Financial Planning
Armis Advisers
Castleview Partners
Sigma Planning
LLBH Private Wealth Management
Cambridge Investment Research Advisors
Ashton Thomas Private Wealth
Commonwealth Equity Services
Gts Securities
Jacobi Capital Management
Leuthold Weeden Capital Management
Citadel Advisors
LPL Financial
SWMG
Westhampton Capital

View all funds holding Managed Portfolio Series