# EDGAR Filing Document

**Accession Number:** 0001839255
**File Stem:** 0001839255-26-000002
**Filing Date:** 2026-4
**Character Count:** 15923
**Document Hash:** 0140dac44339ce5072c09d8a1538d96e
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001839255-26-000002.hdr.sgml**: 20260424

**ACCESSION NUMBER**: 0001839255-26-000002

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260424

**DATE AS OF CHANGE**: 20260424

**EFFECTIVENESS DATE**: 20260424

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** SWMG, LLC
- **CENTRAL INDEX KEY:** 0001839255

**ORGANIZATION NAME:**
- **EIN:** 463412768
- **STATE OF INCORPORATION:** TX
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-20943
- **FILM NUMBER:** 26891156

**BUSINESS ADDRESS:**
- **STREET 1:** 101 SUMMIT AVE., SUITE 910
- **CITY:** FORT WORTH
- **STATE:** TX
- **ZIP:** 76102
- **BUSINESS PHONE:** 817-210-3444

**MAIL ADDRESS:**
- **STREET 1:** 101 SUMMIT AVE., SUITE 910
- **CITY:** FORT WORTH
- **STATE:** TX
- **ZIP:** 76102

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** SWMG LLC<br>**Address:** 101 SUMMIT AVE. SUITE 910<br>FORT WORTH, TX 76102

**Form 13F File Number:** 028-20943

**CRD Number (if applicable):** 000166688

**SEC File Number (if applicable):** 801-116898

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Teresa Douberly<br>**Title:** Compliance Consultant<br>**Phone:** 512-881-2528

**Signature, Place, and Date of Signing:**

Teresa Douberly  Austin, TX  04-24-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 120

**Form 13F Information Table Value Total:** $350180568

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 |  | 249845 | 1260 | SH |  | SOLE | 0 | 0 | 0 | 1260 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 512644 | 2520 | SH |  | SOLE | 0 | 0 | 0 | 2520 |
| AMERICAN CENTY ETF TR | AVANTIS SHFXDINC | 025072687 |  | 931648 | 19907 | SH |  | SOLE | 0 | 0 | 0 | 19907 |
| APPLE INC | COM | 037833100 |  | 1799884 | 7092 | SH |  | SOLE | 0 | 0 | 0 | 7092 |
| AT INC | COM | 00206R102 |  | 262065 | 9040 | SH |  | SOLE | 0 | 0 | 0 | 9040 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 371210 | 1827 | SH |  | SOLE | 0 | 0 | 0 | 1827 |
| BLACKROCK ETF TRUST | ISHARES US THEMA | 09290C806 |  | 8392718 | 231715 | SH |  | SOLE | 0 | 0 | 0 | 231715 |
| BLACKROCK ETF TRUST | ISHARES LARGE CA | 09290C855 |  | 6053147 | 147422 | SH |  | SOLE | 0 | 0 | 0 | 147422 |
| BLACKROCK ETF TRUST | ISHARES A I INNO | 09290C780 |  | 8592668 | 260779 | SH |  | SOLE | 0 | 0 | 0 | 260779 |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 |  | 17439577 | 299752 | SH |  | SOLE | 0 | 0 | 0 | 299752 |
| BLACKROCK ETF TRUST | ISHARES DEFENSE | 09290C699 |  | 6607150 | 201930 | SH |  | SOLE | 0 | 0 | 0 | 201930 |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | 092528603 |  | 396589 | 7637 | SH |  | SOLE | 0 | 0 | 0 | 7637 |
| BROADRIDGE FINL SOLUTIONS IN | COM | 11133T103 |  | 400676 | 2466 | SH |  | SOLE | 0 | 0 | 0 | 2466 |
| BRUNSWICK CORP | COM | 117043109 |  | 211150 | 2902 | SH |  | SOLE | 0 | 0 | 0 | 2902 |
| CENCORA INC | COM | 03073E105 |  | 1377190 | 4384 | SH |  | SOLE | 0 | 0 | 0 | 4384 |
| CINTAS CORP | COM | 172908105 |  | 237811 | 1406 | SH |  | SOLE | 0 | 0 | 0 | 1406 |
| CION INVT CORP | COM | 17259U204 |  | 132521 | 19374 | SH |  | SOLE | 0 | 0 | 0 | 19374 |
| CLEAN HARBORS INC | COM | 184496107 |  | 333467 | 1163 | SH |  | SOLE | 0 | 0 | 0 | 1163 |
| DYCOM INDS INC | COM | 267475101 |  | 295112 | 871 | SH |  | SOLE | 0 | 0 | 0 | 871 |
| EATON CORP PLC | SHS | G29183103 |  | 778648 | 2177 | SH |  | SOLE | 0 | 0 | 0 | 2177 |
| ELI LILLY  CO | COM | 532457108 |  | 745933 | 811 | SH |  | SOLE | 0 | 0 | 0 | 811 |
| FASTENAL CO | COM | 311900104 |  | 626122 | 13494 | SH |  | SOLE | 0 | 0 | 0 | 13494 |
| FB FINL CORP | COM | 30257X104 |  | 249831 | 4810 | SH |  | SOLE | 0 | 0 | 0 | 4810 |
| FIDELITY COVINGTON TRUST | MSCI HLTH CARE I | 316092600 |  | 276374 | 3928 | SH |  | SOLE | 0 | 0 | 0 | 3928 |
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | 316092808 |  | 389081 | 1870 | SH |  | SOLE | 0 | 0 | 0 | 1870 |
| FIDELITY COVINGTON TRUST | CONSMR STAPLES | 316092303 |  | 209215 | 3998 | SH |  | SOLE | 0 | 0 | 0 | 3998 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F722 |  | 688094 | 12178 | SH |  | SOLE | 0 | 0 | 0 | 12178 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740U307 |  | 685545 | 13621 | SH |  | SOLE | 0 | 0 | 0 | 13621 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST UQ EQT | 33740U505 |  | 407107 | 8188 | SH |  | SOLE | 0 | 0 | 0 | 8188 |
| FRANKLIN TEMPLETON ETF TR | FTSE UNTD KGDM | 35473P678 |  | 402034 | 11566 | SH |  | SOLE | 0 | 0 | 0 | 11566 |
| GLOBAL X FDS | S 500 CATHOLIC | 37954Y889 |  | 252034 | 3225 | SH |  | SOLE | 0 | 0 | 0 | 3225 |
| INNOVATOR ETFS TRUST | DEFINED WLT SHLD | 45783Y855 |  | 834784 | 24945 | SH |  | SOLE | 0 | 0 | 0 | 24945 |
| INTEL CORP | COM | 458140100 |  | 200544 | 4544 | SH |  | SOLE | 0 | 0 | 0 | 4544 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 314029 | 1296 | SH |  | SOLE | 0 | 0 | 0 | 1296 |
| INVESCO ACTIVELY MANAGED EXC | ULTRA SHRT DUR | 46090A887 |  | 799013 | 15942 | SH |  | SOLE | 0 | 0 | 0 | 15942 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 954156 | 10823 | SH |  | SOLE | 0 | 0 | 0 | 10823 |
| ISHARES INC | MSCI GBL GOLD MN | 46434G855 |  | 380921 | 4823 | SH |  | SOLE | 0 | 0 | 0 | 4823 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 20589660 | 295192 | SH |  | SOLE | 0 | 0 | 0 | 295192 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 |  | 7948977 | 91747 | SH |  | SOLE | 0 | 0 | 0 | 91747 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 9171413 | 101308 | SH |  | SOLE | 0 | 0 | 0 | 101308 |
| ISHARES TR | US TREAS BD ETF | 46429B267 |  | 4297885 | 187599 | SH |  | SOLE | 0 | 0 | 0 | 187599 |
| ISHARES TR | MSCI USA MMENTM | 46432F396 |  | 8553724 | 35642 | SH |  | SOLE | 0 | 0 | 0 | 35642 |
| ISHARES TR | MSCI USA VALUE | 46432F388 |  | 1856712 | 13058 | SH |  | SOLE | 0 | 0 | 0 | 13058 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 8541545 | 44531 | SH |  | SOLE | 0 | 0 | 0 | 44531 |
| ISHARES TR | SYSTEMATIC BD ET | 46435U796 |  | 727753 | 8177 | SH |  | SOLE | 0 | 0 | 0 | 8177 |
| ISHARES TR | CORE UNIVRSL USD | 46434V613 |  | 4785731 | 103610 | SH |  | SOLE | 0 | 0 | 0 | 103610 |
| ISHARES TR | CORE INTL AGGR | 46435G672 |  | 1381504 | 27608 | SH |  | SOLE | 0 | 0 | 0 | 27608 |
| ISHARES TR | US INFRASTRUC | 46435U713 |  | 839782 | 14681 | SH |  | SOLE | 0 | 0 | 0 | 14681 |
| ISHARES TR | LONG TERM MUNI | 46438G448 |  | 220990 | 4426 | SH |  | SOLE | 0 | 0 | 0 | 4426 |
| ISHARES TR | EAFE VALUE ETF | 464288877 |  | 14644637 | 196969 | SH |  | SOLE | 0 | 0 | 0 | 196969 |
| ISHARES TR | EAFE GRWTH ETF | 464288885 |  | 9386709 | 84284 | SH |  | SOLE | 0 | 0 | 0 | 84284 |
| ISHARES TR | 10-20 YR TRS ETF | 464288653 |  | 3546141 | 35208 | SH |  | SOLE | 0 | 0 | 0 | 35208 |
| ISHARES TR | US BR DEL SE ETF | 464288794 |  | 238605 | 1453 | SH |  | SOLE | 0 | 0 | 0 | 1453 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 463876 | 4370 | SH |  | SOLE | 0 | 0 | 0 | 4370 |
| ISHARES TR | MBS ETF | 464288588 |  | 3129857 | 32963 | SH |  | SOLE | 0 | 0 | 0 | 32963 |
| ISHARES TR | CORE 80/20 AGGRE | 464289859 |  | 238081 | 2690 | SH |  | SOLE | 0 | 0 | 0 | 2690 |
| ISHARES TR | CORE HIGH DV ETF | 46429B663 |  | 218916 | 1613 | SH |  | SOLE | 0 | 0 | 0 | 1613 |
| ISHARES TR | MSCI CHINA ETF | 46429B671 |  | 216967 | 3862 | SH |  | SOLE | 0 | 0 | 0 | 3862 |
| ISHARES TR | U.S. TECH ETF | 464287721 |  | 5852535 | 32260 | SH |  | SOLE | 0 | 0 | 0 | 32260 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 839398 | 12430 | SH |  | SOLE | 0 | 0 | 0 | 12430 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 747606 | 6014 | SH |  | SOLE | 0 | 0 | 0 | 6014 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 21007745 | 99492 | SH |  | SOLE | 0 | 0 | 0 | 99492 |
| ISHARES TR | CORE S ETF | 464287200 |  | 65030721 | 99556 | SH |  | SOLE | 0 | 0 | 0 | 99556 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 24423936 | 215931 | SH |  | SOLE | 0 | 0 | 0 | 215931 |
| ISHARES TR | LATN AMER 40 ETF | 464287390 |  | 440164 | 12392 | SH |  | SOLE | 0 | 0 | 0 | 12392 |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | 46641Q647 |  | 525209 | 10506 | SH |  | SOLE | 0 | 0 | 0 | 10506 |
| KIRBY CORP | COM | 497266106 |  | 251276 | 1891 | SH |  | SOLE | 0 | 0 | 0 | 1891 |
| KNIGHT-SWIFT TRANSN HLDGS IN | CL A | 499049104 |  | 221165 | 3841 | SH |  | SOLE | 0 | 0 | 0 | 3841 |
| LKQ CORP | COM | 501889208 |  | 201331 | 6855 | SH |  | SOLE | 0 | 0 | 0 | 6855 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 505270 | 836 | SH |  | SOLE | 0 | 0 | 0 | 836 |
| MANAGED PORTFOLIO SERIES | LEUTHOLD SELECT | 56167R705 |  | 650679 | 16086 | SH |  | SOLE | 0 | 0 | 0 | 16086 |
| MANAGED PORTFOLIO SERIES | KENSINGTON HEDGE | 56167N183 |  | 629073 | 25984 | SH |  | SOLE | 0 | 0 | 0 | 25984 |
| MARSH  MCLENNAN COS INC | COM | 571748102 |  | 556081 | 3206 | SH |  | SOLE | 0 | 0 | 0 | 3206 |
| MICROSOFT CORP | COM | 594918104 |  | 1081209 | 2921 | SH |  | SOLE | 0 | 0 | 0 | 2921 |
| NEW YORK LIFE INVTS ACTIVE E | NYLI MACKAY MUN | 45409F827 |  | 674815 | 27995 | SH |  | SOLE | 0 | 0 | 0 | 27995 |
| NOVO-NORDISK A S | ADR | 670100205 |  | 812984 | 22122 | SH |  | SOLE | 0 | 0 | 0 | 22122 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1371660 | 7865 | SH |  | SOLE | 0 | 0 | 0 | 7865 |
| PAYCHEX INC | COM | 704326107 |  | 218969 | 2377 | SH |  | SOLE | 0 | 0 | 0 | 2377 |
| PIMCO ETF TR | SHTRM MUN BD ACT | 72201R874 |  | 521016 | 10327 | SH |  | SOLE | 0 | 0 | 0 | 10327 |
| PIMCO ETF TR | ENHNCD LW DUR AC | 72201R718 |  | 936066 | 9769 | SH |  | SOLE | 0 | 0 | 0 | 9769 |
| PINNACLE FINL PARTNERS INC | COM | 72348N109 |  | 245844 | 2854 | SH |  | SOLE | 0 | 0 | 0 | 2854 |
| QUEST DIAGNOSTICS INC | COM | 74834L100 |  | 333166 | 1700 | SH |  | SOLE | 0 | 0 | 0 | 1700 |
| RESMED INC | COM | 761152107 |  | 269825 | 1202 | SH |  | SOLE | 0 | 0 | 0 | 1202 |
| ROLLINS INC | COM | 775711104 |  | 659881 | 12355 | SH |  | SOLE | 0 | 0 | 0 | 12355 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 |  | 303371 | 13065 | SH |  | SOLE | 0 | 0 | 0 | 13065 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 430978 | 14795 | SH |  | SOLE | 0 | 0 | 0 | 14795 |
| SCHWAB STRATEGIC TR | US REIT ETF | 808524847 |  | 221990 | 10330 | SH |  | SOLE | 0 | 0 | 0 | 10330 |
| SELECT SECTOR SPDR TR | STATE STREET COM | 81369Y852 |  | 434904 | 3923 | SH |  | SOLE | 0 | 0 | 0 | 3923 |
| SELECT SECTOR SPDR TR | STATE STREET FIN | 81369Y605 |  | 544600 | 11031 | SH |  | SOLE | 0 | 0 | 0 | 11031 |
| SELECT SECTOR SPDR TR | STATE STREET IND | 81369Y704 |  | 239522 | 1481 | SH |  | SOLE | 0 | 0 | 0 | 1481 |
| SELECT SECTOR SPDR TR | STATE STREET TEC | 81369Y803 |  | 1467248 | 11040 | SH |  | SOLE | 0 | 0 | 0 | 11040 |
| SELECT SECTOR SPDR TR | STATE STREET CON | 81369Y308 |  | 386243 | 4711 | SH |  | SOLE | 0 | 0 | 0 | 4711 |
| SELECT SECTOR SPDR TR | STATE STREET HEA | 81369Y209 |  | 315358 | 2151 | SH |  | SOLE | 0 | 0 | 0 | 2151 |
| SELECT SECTOR SPDR TR | STATE STREET CON | 81369Y407 |  | 301984 | 2771 | SH |  | SOLE | 0 | 0 | 0 | 2771 |
| SHERWIN WILLIAMS CO | COM | 824348106 |  | 693350 | 2163 | SH |  | SOLE | 0 | 0 | 0 | 2163 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A474 |  | 21320196 | 709019 | SH |  | SOLE | 0 | 0 | 0 | 709019 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R663 |  | 282343 | 3081 | SH |  | SOLE | 0 | 0 | 0 | 3081 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R853 |  | 1237040 | 25601 | SH |  | SOLE | 0 | 0 | 0 | 25601 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 735137 | 1130 | SH |  | SOLE | 0 | 0 | 0 | 1130 |
| STONEX GROUP INC | COM | 861896108 |  | 292679 | 3629 | SH |  | SOLE | 0 | 0 | 0 | 3629 |
| STRYKER CORPORATION | COM | 863667101 |  | 764300 | 2326 | SH |  | SOLE | 0 | 0 | 0 | 2326 |
| TE CONNECTIVITY PLC | ORD SHS | G87052109 |  | 284685 | 1362 | SH |  | SOLE | 0 | 0 | 0 | 1362 |
| TESLA INC | COM | 88160R101 |  | 769151 | 2069 | SH |  | SOLE | 0 | 0 | 0 | 2069 |
| TJX COS INC NEW | COM | 872540109 |  | 909012 | 5692 | SH |  | SOLE | 0 | 0 | 0 | 5692 |
| TRACTOR SUPPLY CO | COM | 892356106 |  | 448244 | 9895 | SH |  | SOLE | 0 | 0 | 0 | 9895 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 |  | 744298 | 1786 | SH |  | SOLE | 0 | 0 | 0 | 1786 |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 |  | 777275 | 8038 | SH |  | SOLE | 0 | 0 | 0 | 8038 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 1096058 | 14884 | SH |  | SOLE | 0 | 0 | 0 | 14884 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 11298607 | 35219 | SH |  | SOLE | 0 | 0 | 0 | 35219 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 1485510 | 27484 | SH |  | SOLE | 0 | 0 | 0 | 27484 |
| VANGUARD MALVERN FDS | CORE BD ETF | 922020748 |  | 356954 | 4613 | SH |  | SOLE | 0 | 0 | 0 | 4613 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 |  | 293763 | 3550 | SH |  | SOLE | 0 | 0 | 0 | 3550 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 5092822 | 79476 | SH |  | SOLE | 0 | 0 | 0 | 79476 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 248068 | 1675 | SH |  | SOLE | 0 | 0 | 0 | 1675 |
| VANGUARD WORLD FD | COMM SRVC ETF | 92204A884 |  | 285406 | 1587 | SH |  | SOLE | 0 | 0 | 0 | 1587 |
| VICTORY PORTFOLIOS II | SHORT TRM BD ETF | 92647N535 |  | 687838 | 13599 | SH |  | SOLE | 0 | 0 | 0 | 13599 |
| WALMART INC | COM | 931142103 |  | 507446 | 4083 | SH |  | SOLE | 0 | 0 | 0 | 4083 |
| WISDOMTREE TR | US LARGECAP FUND | 97717W588 |  | 467848 | 6869 | SH |  | SOLE | 0 | 0 | 0 | 6869 |
| WISDOMTREE TR | US QTLY DIV GRT | 97717X669 |  | 374725 | 4266 | SH |  | SOLE | 0 | 0 | 0 | 4266 |
| WISDOMTREE TR | YIELD ENHANCD US | 97717X511 |  | 283989 | 6536 | SH |  | SOLE | 0 | 0 | 0 | 6536 |

---