# EDGAR Filing Document

**Accession Number:** 0001731731
**File Stem:** 0001731731-25-000010
**Filing Date:** 2025-10
**Character Count:** 15509
**Document Hash:** bb709561ddfb36faf4eb6519cb50953d
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001731731-25-000010.hdr.sgml**: 20251016

**ACCESSION NUMBER**: 0001731731-25-000010

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251016

**DATE AS OF CHANGE**: 20251016

**EFFECTIVENESS DATE**: 20251016

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** SWS Partners
- **CENTRAL INDEX KEY:** 0001731731

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** OH
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-18639
- **FILM NUMBER:** 251397035

**BUSINESS ADDRESS:**
- **STREET 1:** 230 WEST STREET
- **STREET 2:** SUITE 500
- **CITY:** COLUMBUS
- **STATE:** OH
- **ZIP:** 43201
- **BUSINESS PHONE:** 614-670-5733

**MAIL ADDRESS:**
- **STREET 1:** 230 WEST STREET
- **STREET 2:** SUITE 500
- **CITY:** COLUMBUS
- **STATE:** OH
- **ZIP:** 43201

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 09-30-2025

**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:** SWS Partners<br>**Address:** 230 WEST STREET<br>SUITE 500<br>COLUMBUS, OH 43201

**Form 13F File Number:** 028-18639

**CRD Number (if applicable):** 000281838

**SEC File Number (if applicable):** 801-107254

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:** Tracy Murray<br>**Title:** Compliance Consultant<br>**Phone:** 8594021511

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

Tracy Murray  White Bear Lake, MN  10-16-2025<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:** 121

**Form 13F Information Table Value Total:** $409700372

      (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 |
| ISHARES TR | CORE S ETF | 464287200 |  | 38391966 | 57361 | SH |  | SOLE |  | 0 | 0 | 57361 |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 808524854 |  | 15695250 | 624562 | SH |  | SOLE |  | 0 | 0 | 624562 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 14854024 | 227613 | SH |  | SOLE |  | 0 | 0 | 227613 |
| ETF SER SOLUTIONS | APTUS INT ENH YL | 26922B709 |  | 12383135 | 525823 | SH |  | SOLE |  | 0 | 0 | 525823 |
| SPDR SERIES TRUST | PRTFLO S HI | 78468R788 |  | 10721272 | 243665 | SH |  | SOLE |  | 0 | 0 | 243665 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 9990613 | 53543 | SH |  | SOLE |  | 0 | 0 | 53543 |
| PURECYCLE TECHNOLOGIES INC | COM | 74623V103 |  | 9856139 | 749516 | SH |  | SOLE |  | 0 | 0 | 749516 |
| ETF SER SOLUTIONS | OPUS SML CP VL | 26922A446 |  | 8732461 | 228419 | SH |  | SOLE |  | 0 | 0 | 228419 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 8440259 | 34719 | SH |  | SOLE |  | 0 | 0 | 34719 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 7966232 | 302439 | SH |  | SOLE |  | 0 | 0 | 302439 |
| NATERA INC | COM | 632307104 |  | 7571562 | 47037 | SH |  | SOLE |  | 0 | 0 | 47037 |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 92206C771 |  | 7229728 | 153955 | SH |  | SOLE |  | 0 | 0 | 153955 |
| AMBARELLA INC | SHS | G037AX101 |  | 6305919 | 76417 | SH |  | SOLE |  | 0 | 0 | 76417 |
| MARVELL TECHNOLOGY INC | COM | 573874104 |  | 6022441 | 71636 | SH |  | SOLE |  | 0 | 0 | 71636 |
| MP MATERIALS CORP | COM CL A | 553368101 |  | 5998111 | 89431 | SH |  | SOLE |  | 0 | 0 | 89431 |
| GUARDANT HEALTH INC | COM | 40131M109 |  | 5907886 | 94556 | SH |  | SOLE |  | 0 | 0 | 94556 |
| GLOBAL X FDS | US PFD ETF | 37954Y657 |  | 5706150 | 293677 | SH |  | SOLE |  | 0 | 0 | 293677 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 5541752 | 102284 | SH |  | SOLE |  | 0 | 0 | 102284 |
| MERCADOLIBRE INC | COM | 58733R102 |  | 5159767 | 2208 | SH |  | SOLE |  | 0 | 0 | 2208 |
| ORACLE CORP | COM | 68389X105 |  | 4906995 | 17447 | SH |  | SOLE |  | 0 | 0 | 17447 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 4829393 | 207448 | SH |  | SOLE |  | 0 | 0 | 207448 |
| CORNING INC | COM | 219350105 |  | 4573966 | 55760 | SH |  | SOLE |  | 0 | 0 | 55760 |
| UBER TECHNOLOGIES INC | COM | 90353T100 |  | 4448289 | 45405 | SH |  | SOLE |  | 0 | 0 | 45405 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 4444483 | 14090 | SH |  | SOLE |  | 0 | 0 | 14090 |
| ETF SER SOLUTIONS | APTUS DEFINED | 26922A388 |  | 4399319 | 152595 | SH |  | SOLE |  | 0 | 0 | 152595 |
| SNOWFLAKE INC | COM SHS | 833445109 |  | 4119178 | 18263 | SH |  | SOLE |  | 0 | 0 | 18263 |
| PINTEREST INC | CL A | 72352L106 |  | 4009780 | 124643 | SH |  | SOLE |  | 0 | 0 | 124643 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 3956332 | 23645 | SH |  | SOLE |  | 0 | 0 | 23645 |
| DBX ETF TR | XTRACK MSCI EAFE | 233051630 |  | 3803491 | 129282 | SH |  | SOLE |  | 0 | 0 | 129282 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 3778355 | 45077 | SH |  | SOLE |  | 0 | 0 | 45077 |
| RH | COM | 74967X103 |  | 3727699 | 18349 | SH |  | SOLE |  | 0 | 0 | 18349 |
| ISHARES TR | ISHS 5-10YR INVT | 464288638 |  | 3630532 | 67120 | SH |  | SOLE |  | 0 | 0 | 67120 |
| ISHARES TR | BROAD USD HIGH | 46435U853 |  | 3624751 | 95944 | SH |  | SOLE |  | 0 | 0 | 95944 |
| BLACKROCK INC | COM | 09290D101 |  | 3599249 | 3087 | SH |  | SOLE |  | 0 | 0 | 3087 |
| EATON CORP PLC | SHS | G29183103 |  | 3591303 | 9596 | SH |  | SOLE |  | 0 | 0 | 9596 |
| CLOUDFLARE INC | CL A COM | 18915M107 |  | 3584964 | 16706 | SH |  | SOLE |  | 0 | 0 | 16706 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 3584965 | 22049 | SH |  | SOLE |  | 0 | 0 | 22049 |
| SCHWAB STRATEGIC TR | US REIT ETF | 808524847 |  | 3485196 | 161576 | SH |  | SOLE |  | 0 | 0 | 161576 |
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 |  | 3482466 | 38980 | SH |  | SOLE |  | 0 | 0 | 38980 |
| OKTA INC | CL A | 679295105 |  | 3402039 | 37100 | SH |  | SOLE |  | 0 | 0 | 37100 |
| META PLATFORMS INC | CL A | 30303M102 |  | 3318429 | 4519 | SH |  | SOLE |  | 0 | 0 | 4519 |
| AMPHENOL CORP NEW | CL A | 032095101 |  | 3304385 | 26667 | SH |  | SOLE |  | 0 | 0 | 26667 |
| CONFLUENT INC | CLASS A COM | 20717M103 |  | 3262568 | 164776 | SH |  | SOLE |  | 0 | 0 | 164776 |
| ARISTA NETWORKS INC | COM SHS | 040413205 |  | 3204636 | 21993 | SH |  | SOLE |  | 0 | 0 | 21993 |
| AMAZON COM INC | COM | 023135106 |  | 3189701 | 14527 | SH |  | SOLE |  | 0 | 0 | 14527 |
| BLOCK INC | CL A | 852234103 |  | 3160541 | 43732 | SH |  | SOLE |  | 0 | 0 | 43732 |
| GENERAL DYNAMICS CORP | COM | 369550108 |  | 3078645 | 9028 | SH |  | SOLE |  | 0 | 0 | 9028 |
| ABBVIE INC | COM | 00287Y109 |  | 3009327 | 12997 | SH |  | SOLE |  | 0 | 0 | 12997 |
| WALMART INC | COM | 931142103 |  | 2981803 | 28932 | SH |  | SOLE |  | 0 | 0 | 28932 |
| SERVICENOW INC | COM | 81762P102 |  | 2951075 | 3207 | SH |  | SOLE |  | 0 | 0 | 3207 |
| FIDELITY NATIONAL FINANCIAL | COM SHS | 31620R303 |  | 2925582 | 48364 | SH |  | SOLE |  | 0 | 0 | 48364 |
| CIENA CORP | COM NEW | 171779309 |  | 2892863 | 19859 | SH |  | SOLE |  | 0 | 0 | 19859 |
| SMURFIT WESTROCK PLC | SHS | G8267P108 |  | 2849610 | 66939 | SH |  | SOLE |  | 0 | 0 | 66939 |
| MARATHON PETE CORP | COM | 56585A102 |  | 2779200 | 14419 | SH |  | SOLE |  | 0 | 0 | 14419 |
| METLIFE INC | COM | 59156R108 |  | 2763671 | 33551 | SH |  | SOLE |  | 0 | 0 | 33551 |
| ABBOTT LABS | COM | 002824100 |  | 2734972 | 20419 | SH |  | SOLE |  | 0 | 0 | 20419 |
| PHILLIPS 66 | COM | 718546104 |  | 2666613 | 19604 | SH |  | SOLE |  | 0 | 0 | 19604 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 |  | 2579929 | 10462 | SH |  | SOLE |  | 0 | 0 | 10462 |
| DEXCOM INC | COM | 252131107 |  | 2563886 | 38102 | SH |  | SOLE |  | 0 | 0 | 38102 |
| NIKE INC | CL B | 654106103 |  | 2558358 | 36484 | SH |  | SOLE |  | 0 | 0 | 36484 |
| CAPRI HOLDINGS LIMITED | SHS | G1890L107 |  | 2517233 | 126367 | SH |  | SOLE |  | 0 | 0 | 126367 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 |  | 2486576 | 16732 | SH |  | SOLE |  | 0 | 0 | 16732 |
| ARGENX SE | SPONSORED ADR | 04016X101 |  | 2448201 | 3319 | SH |  | SOLE |  | 0 | 0 | 3319 |
| GRACO INC | COM | 384109104 |  | 2287350 | 26923 | SH |  | SOLE |  | 0 | 0 | 26923 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 2225088 | 20895 | SH |  | SOLE |  | 0 | 0 | 20895 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 |  | 2206665 | 74449 | SH |  | SOLE |  | 0 | 0 | 74449 |
| TERADYNE INC | COM | 880770102 |  | 2183734 | 15866 | SH |  | SOLE |  | 0 | 0 | 15866 |
| CELSIUS HLDGS INC | COM NEW | 15118V207 |  | 2158372 | 37543 | SH |  | SOLE |  | 0 | 0 | 37543 |
| DOMINOS PIZZA INC | COM | 25754A201 |  | 2120524 | 4912 | SH |  | SOLE |  | 0 | 0 | 4912 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 2074037 | 16760 | SH |  | SOLE |  | 0 | 0 | 16760 |
| INTUIT | COM | 461202103 |  | 2025166 | 2965 | SH |  | SOLE |  | 0 | 0 | 2965 |
| PFIZER INC | COM | 717081103 |  | 2015508 | 79102 | SH |  | SOLE |  | 0 | 0 | 79102 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 |  | 2002884 | 71788 | SH |  | SOLE |  | 0 | 0 | 71788 |
| CISCO SYS INC | COM | 17275R102 |  | 1973285 | 28841 | SH |  | SOLE |  | 0 | 0 | 28841 |
| DISNEY WALT CO | COM | 254687106 |  | 1942900 | 16969 | SH |  | SOLE |  | 0 | 0 | 16969 |
| LYONDELLBASELL INDUSTRIES N | SHS - A - | N53745100 |  | 1843067 | 37583 | SH |  | SOLE |  | 0 | 0 | 37583 |
| CONSOLIDATED EDISON INC | COM | 209115104 |  | 1778002 | 17688 | SH |  | SOLE |  | 0 | 0 | 17688 |
| MERCK  CO INC | COM | 58933Y105 |  | 1772310 | 20917 | SH |  | SOLE |  | 0 | 0 | 20917 |
| NETFLIX INC | COM | 64110L106 |  | 1733102 | 1446 | SH |  | SOLE |  | 0 | 0 | 1446 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 1732444 | 14579 | SH |  | SOLE |  | 0 | 0 | 14579 |
| LAMAR ADVERTISING CO NEW | CL A | 512816109 |  | 1731494 | 14144 | SH |  | SOLE |  | 0 | 0 | 14144 |
| AIRBNB INC | COM CL A | 009066101 |  | 1720049 | 14166 | SH |  | SOLE |  | 0 | 0 | 14166 |
| AMERICAN TOWER CORP NEW | COM | 03027X100 |  | 1684023 | 86780 | SH |  | SOLE |  | 0 | 0 | 86780 |
| SPDR SERIES TRUST | NUVEEN ICE MUNIC | 78468R721 |  | 1623912 | 35636 | SH |  | SOLE |  | 0 | 0 | 35636 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 1493329 | 4325 | SH |  | SOLE |  | 0 | 0 | 4325 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 |  | 1451564 | 4448 | SH |  | SOLE |  | 0 | 0 | 4448 |
| KIMBERLY-CLARK CORP | COM | 494368103 |  | 1363256 | 10856 | SH |  | SOLE |  | 0 | 0 | 10856 |
| MICROSOFT CORP | COM | 594918104 |  | 1358777 | 2623 | SH |  | SOLE |  | 0 | 0 | 2623 |
| GODADDY INC | CL A | 380237107 |  | 1289316 | 9423 | SH |  | SOLE |  | 0 | 0 | 9423 |
| ISHARES TR | IBOXX HI YD ETF | 464288513 |  | 1253755 | 15442 | SH |  | SOLE |  | 0 | 0 | 15442 |
| SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 |  | 1203498 | 44657 | SH |  | SOLE |  | 0 | 0 | 44657 |
| MONDAY COM LTD | SHS | M7S64H106 |  | 1195417 | 6172 | SH |  | SOLE |  | 0 | 0 | 6172 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 1181942 | 2351 | SH |  | SOLE |  | 0 | 0 | 2351 |
| XYLEM INC | COM | 98419M100 |  | 1079770 | 7320 | SH |  | SOLE |  | 0 | 0 | 7320 |
| COMCAST CORP NEW | CL A | 20030N101 |  | 1014457 | 32287 | SH |  | SOLE |  | 0 | 0 | 32287 |
| VERTEX PHARMACEUTICALS INC | COM | 92532F100 |  | 985980 | 2518 | SH |  | SOLE |  | 0 | 0 | 2518 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 |  | 907200 | 10986 | SH |  | SOLE |  | 0 | 0 | 10986 |
| CONSTELLATION BRANDS INC | CL A | 21036P108 |  | 906800 | 6733 | SH |  | SOLE |  | 0 | 0 | 6733 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 |  | 887554 | 14785 | SH |  | SOLE |  | 0 | 0 | 14785 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 827600 | 30315 | SH |  | SOLE |  | 0 | 0 | 30315 |
| ISHARES TR | MBS ETF | 464288588 |  | 764477 | 8034 | SH |  | SOLE |  | 0 | 0 | 8034 |
| CITIGROUP INC | COM NEW | 172967424 |  | 716286 | 7057 | SH |  | SOLE |  | 0 | 0 | 7057 |
| APPLE INC | COM | 037833100 |  | 656105 | 2577 | SH |  | SOLE |  | 0 | 0 | 2577 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 615682 | 4368 | SH |  | SOLE |  | 0 | 0 | 4368 |
| MARINEMAX INC | COM | 567908108 |  | 581805 | 22969 | SH |  | SOLE |  | 0 | 0 | 22969 |
| ILLINOIS TOOL WKS INC | COM | 452308109 |  | 552505 | 2106 | SH |  | SOLE |  | 0 | 0 | 2106 |
| SPDR SERIES TRUST | PORTFOLIO INTRMD | 78464A375 |  | 534328 | 15767 | SH |  | SOLE |  | 0 | 0 | 15767 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 |  | 440435 | 13199 | SH |  | SOLE |  | 0 | 0 | 13199 |
| ISHARES TR | INTL SEL DIV ETF | 464288448 |  | 397398 | 10873 | SH |  | SOLE |  | 0 | 0 | 10873 |
| US BANCORP DEL | COM NEW | 902973304 |  | 394024 | 8066 | SH |  | SOLE |  | 0 | 0 | 8066 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 364563 | 3233 | SH |  | SOLE |  | 0 | 0 | 3233 |
| VISA INC | COM CL A | 92826C839 |  | 344397 | 1009 | SH |  | SOLE |  | 0 | 0 | 1009 |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 |  | 342528 | 4045 | SH |  | SOLE |  | 0 | 0 | 4045 |
| TESLA INC | COM | 88160R101 |  | 311749 | 701 | SH |  | SOLE |  | 0 | 0 | 701 |
| PACER FDS TR | TRENDP US LAR CP | 69374H105 |  | 276769 | 5054 | SH |  | SOLE |  | 0 | 0 | 5054 |
| PACER FDS TR | TRENDPILOT 100 | 69374H303 |  | 270168 | 3485 | SH |  | SOLE |  | 0 | 0 | 3485 |
| AMGEN INC | COM | 031162100 |  | 263108 | 932 | SH |  | SOLE |  | 0 | 0 | 932 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 260502 | 2850 | SH |  | SOLE |  | 0 | 0 | 2850 |
| ISHARES TR | U.S. TECH ETF | 464287721 |  | 249167 | 1272 | SH |  | SOLE |  | 0 | 0 | 1272 |
| CUMMINS INC | COM | 231021106 |  | 230480 | 546 | SH |  | SOLE |  | 0 | 0 | 546 |
| GLOBAL X FDS | GLBL X MLP ETF | 37954Y343 |  | 214549 | 4431 | SH |  | SOLE |  | 0 | 0 | 4431 |

---