# EDGAR Filing Document

**Accession Number:** 0001731731
**File Stem:** 0001731731-26-000001
**Filing Date:** 2026-1
**Character Count:** 14948
**Document Hash:** fcade23b7dd9238560cd919d02c0d912
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001731731-26-000001.hdr.sgml**: 20260116

**ACCESSION NUMBER**: 0001731731-26-000001

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260116

**DATE AS OF CHANGE**: 20260116

**EFFECTIVENESS DATE**: 20260116

**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:** 26538267

**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:** 12-31-2025

**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  01-16-2026<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:** 115

**Form 13F Information Table Value Total:** $414256997

      (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 |  | 39818609 | 58134 | SH |  | SOLE |  | 0 | 0 | 58134 |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 808524854 |  | 16209334 | 646305 | SH |  | SOLE |  | 0 | 0 | 646305 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 15452847 | 234134 | SH |  | SOLE |  | 0 | 0 | 234134 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 13419789 | 42875 | SH |  | SOLE |  | 0 | 0 | 42875 |
| ETF SER SOLUTIONS | APTUS INT ENH YL | 26922B709 |  | 13112522 | 538945 | SH |  | SOLE |  | 0 | 0 | 538945 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R788 |  | 10648817 | 246215 | SH |  | SOLE |  | 0 | 0 | 246215 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 9978913 | 53506 | SH |  | SOLE |  | 0 | 0 | 53506 |
| ETF SER SOLUTIONS | OPUS SML CP VL | 26922A446 |  | 8793131 | 237460 | SH |  | SOLE |  | 0 | 0 | 237460 |
| PURECYCLE TECHNOLOGIES INC | COM | 74623V103 |  | 8490901 | 988463 | SH |  | SOLE |  | 0 | 0 | 988463 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 8061196 | 299561 | SH |  | SOLE |  | 0 | 0 | 299561 |
| GUARDANT HEALTH INC | COM | 40131M109 |  | 7886171 | 77209 | SH |  | SOLE |  | 0 | 0 | 77209 |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 92206C771 |  | 7465550 | 158572 | SH |  | SOLE |  | 0 | 0 | 158572 |
| NATERA INC | COM | 632307104 |  | 6638133 | 28976 | SH |  | SOLE |  | 0 | 0 | 28976 |
| AMBARELLA INC | SHS | G037AX101 |  | 6318275 | 89191 | SH |  | SOLE |  | 0 | 0 | 89191 |
| MARVELL TECHNOLOGY INC | COM | 573874104 |  | 6073293 | 71467 | SH |  | SOLE |  | 0 | 0 | 71467 |
| GLOBAL X FDS | US PFD ETF | 37954Y657 |  | 5723440 | 301078 | SH |  | SOLE |  | 0 | 0 | 301078 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 5597838 | 104126 | SH |  | SOLE |  | 0 | 0 | 104126 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 5015052 | 208613 | SH |  | SOLE |  | 0 | 0 | 208613 |
| BLOCK INC | CL A | 852234103 |  | 4832766 | 74247 | SH |  | SOLE |  | 0 | 0 | 74247 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 4760003 | 14773 | SH |  | SOLE |  | 0 | 0 | 14773 |
| SNOWFLAKE INC | COM SHS | 833445109 |  | 4669642 | 21288 | SH |  | SOLE |  | 0 | 0 | 21288 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 4661967 | 16328 | SH |  | SOLE |  | 0 | 0 | 16328 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 4623540 | 28563 | SH |  | SOLE |  | 0 | 0 | 28563 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 4558074 | 48906 | SH |  | SOLE |  | 0 | 0 | 48906 |
| ETF SER SOLUTIONS | APTUS DEFINED | 26922A388 |  | 4527742 | 159036 | SH |  | SOLE |  | 0 | 0 | 159036 |
| MERCADOLIBRE INC | COM | 58733R102 |  | 4424951 | 2197 | SH |  | SOLE |  | 0 | 0 | 2197 |
| MP MATERIALS CORP | COM CL A | 553368101 |  | 4247720 | 84080 | SH |  | SOLE |  | 0 | 0 | 84080 |
| RH | COM | 74967X103 |  | 4051991 | 22618 | SH |  | SOLE |  | 0 | 0 | 22618 |
| CIENA CORP | COM NEW | 171779309 |  | 3993371 | 17075 | SH |  | SOLE |  | 0 | 0 | 17075 |
| CORNING INC | COM | 219350105 |  | 3911900 | 44677 | SH |  | SOLE |  | 0 | 0 | 44677 |
| DBX ETF TR | XTRACK MSCI EAFE | 233051630 |  | 3887459 | 1254423 | SH |  | SOLE |  | 0 | 0 | 1254423 |
| PINTEREST INC | CL A | 72352L106 |  | 3853344 | 148835 | SH |  | SOLE |  | 0 | 0 | 148835 |
| UBER TECHNOLOGIES INC | COM | 90353T100 |  | 3699710 | 45279 | SH |  | SOLE |  | 0 | 0 | 45279 |
| DEXCOM INC | COM | 252131107 |  | 3687533 | 55560 | SH |  | SOLE |  | 0 | 0 | 55560 |
| OKTA INC | CL A | 679295105 |  | 3678016 | 42535 | SH |  | SOLE |  | 0 | 0 | 42535 |
| ISHARES TR | BROAD USD HIGH | 46435U853 |  | 3657405 | 97805 | SH |  | SOLE |  | 0 | 0 | 97805 |
| ISHARES TR | ISHS 5-10YR INVT | 464288638 |  | 3656899 | 67871 | SH |  | SOLE |  | 0 | 0 | 67871 |
| SELECT SECTOR SPDR TR | STATE STREET ENE | 81369Y506 |  | 3519252 | 78713 | SH |  | SOLE |  | 0 | 0 | 78713 |
| SCHWAB STRATEGIC TR | US REIT ETF | 808524847 |  | 3501841 | 167632 | SH |  | SOLE |  | 0 | 0 | 167632 |
| CLOUDFLARE INC | CL A COM | 18915M107 |  | 3278895 | 16631 | SH |  | SOLE |  | 0 | 0 | 16631 |
| AMPHENOL CORP NEW | CL A | 032095101 |  | 3275552 | 24193 | SH |  | SOLE |  | 0 | 0 | 24193 |
| WALMART INC | COM | 931142103 |  | 3257084 | 29235 | SH |  | SOLE |  | 0 | 0 | 29235 |
| AMAZON COM INC | COM | 023135106 |  | 3244459 | 14056 | SH |  | SOLE |  | 0 | 0 | 14056 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 |  | 3176031 | 11838 | SH |  | SOLE |  | 0 | 0 | 11838 |
| BLACKROCK INC | COM | 09290D101 |  | 3091403 | 2888 | SH |  | SOLE |  | 0 | 0 | 2888 |
| CAPRI HOLDINGS LIMITED | SHS | G1890L107 |  | 3082447 | 126330 | SH |  | SOLE |  | 0 | 0 | 126330 |
| TERADYNE INC | COM | 880770102 |  | 3037030 | 15690 | SH |  | SOLE |  | 0 | 0 | 15690 |
| META PLATFORMS INC | CL A | 30303M102 |  | 3015176 | 4568 | SH |  | SOLE |  | 0 | 0 | 4568 |
| METLIFE INC | COM | 59156R108 |  | 2949271 | 37361 | SH |  | SOLE |  | 0 | 0 | 37361 |
| ARISTA NETWORKS INC | COM SHS | 040413205 |  | 2874906 | 21941 | SH |  | SOLE |  | 0 | 0 | 21941 |
| GENERAL DYNAMICS CORP | COM | 369550108 |  | 2842961 | 8445 | SH |  | SOLE |  | 0 | 0 | 8445 |
| EATON CORP PLC | SHS | G29183103 |  | 2828933 | 8882 | SH |  | SOLE |  | 0 | 0 | 8882 |
| CELSIUS HLDGS INC | COM NEW | 15118V207 |  | 2778693 | 60750 | SH |  | SOLE |  | 0 | 0 | 60750 |
| ORACLE CORP | COM | 68389X105 |  | 2703738 | 13872 | SH |  | SOLE |  | 0 | 0 | 13872 |
| ABBVIE INC | COM | 00287Y109 |  | 2699990 | 11817 | SH |  | SOLE |  | 0 | 0 | 11817 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 |  | 2675263 | 16620 | SH |  | SOLE |  | 0 | 0 | 16620 |
| FIDELITY NATIONAL FINANCIAL | COM SHS | 31620R303 |  | 2640242 | 483645 | SH |  | SOLE |  | 0 | 0 | 483645 |
| PHILLIPS 66 | COM | 718546104 |  | 2521890 | 19543 | SH |  | SOLE |  | 0 | 0 | 19543 |
| INTUIT | COM | 461202103 |  | 2496947 | 3769 | SH |  | SOLE |  | 0 | 0 | 3769 |
| SERVICENOW INC | COM | 81762P102 |  | 2451775 | 16005 | SH |  | SOLE |  | 0 | 0 | 16005 |
| MONDAY COM LTD | SHS | M7S64H106 |  | 2392700 | 16215 | SH |  | SOLE |  | 0 | 0 | 16215 |
| SMURFIT WESTROCK PLC | SHS | G8267P108 |  | 2390255 | 61812 | SH |  | SOLE |  | 0 | 0 | 61812 |
| ELI LILLY  CO | COM | 532457108 |  | 2388994 | 2223 | SH |  | SOLE |  | 0 | 0 | 2223 |
| GRACO INC | COM | 384109104 |  | 2369544 | 28907 | SH |  | SOLE |  | 0 | 0 | 28907 |
| ABBOTT LABS | COM | 002824100 |  | 2328002 | 18581 | SH |  | SOLE |  | 0 | 0 | 18581 |
| NIKE INC | CL B | 654106103 |  | 2292438 | 35752 | SH |  | SOLE |  | 0 | 0 | 35752 |
| ARGENX SE | SPONSORED ADR | 04016X101 |  | 2267341 | 2696 | SH |  | SOLE |  | 0 | 0 | 2696 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 2252277 | 210278 | SH |  | SOLE |  | 0 | 0 | 210278 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 |  | 2240987 | 74526 | SH |  | SOLE |  | 0 | 0 | 74526 |
| DOMINOS PIZZA INC | COM | 25754A201 |  | 2208214 | 5298 | SH |  | SOLE |  | 0 | 0 | 5298 |
| CONSOLIDATED EDISON INC | COM | 209115104 |  | 2173924 | 21888 | SH |  | SOLE |  | 0 | 0 | 21888 |
| MARATHON PETE CORP | COM | 56585A102 |  | 2159191 | 13277 | SH |  | SOLE |  | 0 | 0 | 13277 |
| DISNEY WALT CO | COM | 254687106 |  | 2151950 | 187823 | SH |  | SOLE |  | 0 | 0 | 187823 |
| CISCO SYS INC | COM | 17275R102 |  | 2135502 | 27723 | SH |  | SOLE |  | 0 | 0 | 27723 |
| MERCK  CO INC | COM | 58933Y105 |  | 2048403 | 19305 | SH |  | SOLE |  | 0 | 0 | 19305 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 |  | 2034449 | 71434 | SH |  | SOLE |  | 0 | 0 | 71434 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 2028898 | 17310 | SH |  | SOLE |  | 0 | 0 | 17310 |
| LAMAR ADVERTISING CO NEW | CL A | 512816109 |  | 1980456 | 15646 | SH |  | SOLE |  | 0 | 0 | 15646 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 1746168 | 14530 | SH |  | SOLE |  | 0 | 0 | 14530 |
| GODADDY INC | CL A | 380237107 |  | 1690434 | 13624 | SH |  | SOLE |  | 0 | 0 | 13624 |
| AMERICAN TOWER CORP NEW | COM | 03027X100 |  | 1689428 | 9530 | SH |  | SOLE |  | 0 | 0 | 9530 |
| PFIZER INC | COM | 717081103 |  | 1674191 | 67237 | SH |  | SOLE |  | 0 | 0 | 67237 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 1595411 | 3174 | SH |  | SOLE |  | 0 | 0 | 3174 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R721 |  | 1564180 | 342120 | SH |  | SOLE |  | 0 | 0 | 342120 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 1497850 | 4537 | SH |  | SOLE |  | 0 | 0 | 4537 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 |  | 1459446 | 4053 | SH |  | SOLE |  | 0 | 0 | 4053 |
| MICROSOFT CORP | COM | 594918104 |  | 1281806 | 2650 | SH |  | SOLE |  | 0 | 0 | 2650 |
| ISHARES TR | IBOXX HI YD ETF | 464288513 |  | 1266656 | 15710 | SH |  | SOLE |  | 0 | 0 | 15710 |
| SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 |  | 1228838 | 46389 | SH |  | SOLE |  | 0 | 0 | 46389 |
| VERTEX PHARMACEUTICALS INC | COM | 92532F100 |  | 1147681 | 2531 | SH |  | SOLE |  | 0 | 0 | 2531 |
| CONSTELLATION BRANDS INC | CL A | 21036P108 |  | 1061309 | 76923 | SH |  | SOLE |  | 0 | 0 | 76923 |
| XYLEM INC | COM | 98419M100 |  | 1008014 | 7402 | SH |  | SOLE |  | 0 | 0 | 7402 |
| KIMBERLY-CLARK CORP | COM | 494368103 |  | 987511 | 9653 | SH |  | SOLE |  | 0 | 0 | 9653 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 |  | 913144 | 10789 | SH |  | SOLE |  | 0 | 0 | 10789 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 |  | 889372 | 14840 | SH |  | SOLE |  | 0 | 0 | 14840 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 831540 | 30315 | SH |  | SOLE |  | 0 | 0 | 30315 |
| CITIGROUP INC | COM NEW | 172967424 |  | 812162 | 6960 | SH |  | SOLE |  | 0 | 0 | 6960 |
| ISHARES TR | MBS ETF | 464288588 |  | 765344 | 8038 | SH |  | SOLE |  | 0 | 0 | 8038 |
| APPLE INC | COM | 037833100 |  | 726531 | 2672 | SH |  | SOLE |  | 0 | 0 | 2672 |
| MARINEMAX INC | COM | 567908108 |  | 687938 | 28392 | SH |  | SOLE |  | 0 | 0 | 28392 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 610522 | 4254 | SH |  | SOLE |  | 0 | 0 | 4254 |
| ILLINOIS TOOL WKS INC | COM | 452308109 |  | 525063 | 2118 | SH |  | SOLE |  | 0 | 0 | 2118 |
| TESLA INC | COM | 88160R101 |  | 517628 | 1151 | SH |  | SOLE |  | 0 | 0 | 1151 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A375 |  | 507486 | 15010 | SH |  | SOLE |  | 0 | 0 | 15010 |
| US BANCORP DEL | COM NEW | 902973304 |  | 434596 | 8066 | SH |  | SOLE |  | 0 | 0 | 8066 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 |  | 425119 | 12981 | SH |  | SOLE |  | 0 | 0 | 12981 |
| ISHARES TR | INTL SEL DIV ETF | 464288448 |  | 422329 | 10705 | SH |  | SOLE |  | 0 | 0 | 10705 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 392259 | 3260 | SH |  | SOLE |  | 0 | 0 | 3260 |
| VISA INC | COM CL A | 92826C839 |  | 324581 | 925 | SH |  | SOLE |  | 0 | 0 | 925 |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 |  | 308323 | 3426 | SH |  | SOLE |  | 0 | 0 | 3426 |
| AMGEN INC | COM | 031162100 |  | 305273 | 933 | SH |  | SOLE |  | 0 | 0 | 933 |
| PACER FDS TR | TRENDP US LAR CP | 69374H105 |  | 283900 | 5054 | SH |  | SOLE |  | 0 | 0 | 5054 |
| CUMMINS INC | COM | 231021106 |  | 279634 | 546 | SH |  | SOLE |  | 0 | 0 | 546 |
| PACER FDS TR | TRENDPILOT 100 | 69374H303 |  | 276486 | 3485 | SH |  | SOLE |  | 0 | 0 | 3485 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 243696 | 2754 | SH |  | SOLE |  | 0 | 0 | 2754 |

---