# EDGAR Filing Document

**Accession Number:** 0001731731
**File Stem:** 0001731731-25-000007
**Filing Date:** 2025-7
**Character Count:** 15251
**Document Hash:** 895a6add4da0c8634ef8c954308856af
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001731731-25-000007.hdr.sgml**: 20250717

**ACCESSION NUMBER**: 0001731731-25-000007

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250717

**DATE AS OF CHANGE**: 20250717

**EFFECTIVENESS DATE**: 20250717

**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:** 251130170

**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:** 06-30-2025

**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:** Aaron Larson<br>**Title:** Compliance Consultant<br>**Phone:** 262-661-2793

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

Aaron Larson  Waukesha, WI  07-17-2025<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:** 118

**Form 13F Information Table Value Total:** $370612158

      (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 |  | 35320878 | 56886 | SH |  | SOLE |  | 0 | 0 | 56886 |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 808524854 |  | 14365857 | 573945 | SH |  | SOLE |  | 0 | 0 | 573945 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 13789799 | 222344 | SH |  | SOLE |  | 0 | 0 | 222344 |
| PURECYCLE TECHNOLOGIES INC | COM | 74623V103 |  | 10842977 | 791458 | SH |  | SOLE |  | 0 | 0 | 791458 |
| ETF SER SOLUTIONS | APTUS INT ENH YL | 26922B709 |  | 10196146 | 458047 | SH |  | SOLE |  | 0 | 0 | 458047 |
| SPDR SERIES TRUST | PRTFLO S HI | 78468R788 |  | 9272796 | 218491 | SH |  | SOLE |  | 0 | 0 | 218491 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 8768950 | 55499 | SH |  | SOLE |  | 0 | 0 | 55499 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 7543162 | 308640 | SH |  | SOLE |  | 0 | 0 | 308640 |
| NATERA INC | COM | 632307104 |  | 7105139 | 42057 | SH |  | SOLE |  | 0 | 0 | 42057 |
| ETF SER SOLUTIONS | OPUS SML CP VL | 26922A446 |  | 7021253 | 194440 | SH |  | SOLE |  | 0 | 0 | 194440 |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 92206C771 |  | 6670330 | 143943 | SH |  | SOLE |  | 0 | 0 | 143943 |
| AMAZON COM INC | COM | 023135106 |  | 5891066 | 26852 | SH |  | SOLE |  | 0 | 0 | 26852 |
| SNOWFLAKE INC | CL A | 833445109 |  | 5802730 | 25931 | SH |  | SOLE |  | 0 | 0 | 25931 |
| MARVELL TECHNOLOGY INC | COM | 573874104 |  | 5452765 | 70449 | SH |  | SOLE |  | 0 | 0 | 70449 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 5132421 | 29123 | SH |  | SOLE |  | 0 | 0 | 29123 |
| GLOBAL X FDS | US PFD ETF | 37954Y657 |  | 4997747 | 265414 | SH |  | SOLE |  | 0 | 0 | 265414 |
| AMBARELLA INC | SHS | G037AX101 |  | 4965244 | 75156 | SH |  | SOLE |  | 0 | 0 | 75156 |
| GUARDANT HEALTH INC | COM | 40131M109 |  | 4843747 | 93077 | SH |  | SOLE |  | 0 | 0 | 93077 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 4646548 | 210251 | SH |  | SOLE |  | 0 | 0 | 210251 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 4644554 | 93905 | SH |  | SOLE |  | 0 | 0 | 93905 |
| MERCADOLIBRE INC | COM | 58733R102 |  | 4400195 | 1683 | SH |  | SOLE |  | 0 | 0 | 1683 |
| PINTEREST INC | CL A | 72352L106 |  | 4393108 | 122507 | SH |  | SOLE |  | 0 | 0 | 122507 |
| UBER TECHNOLOGIES INC | COM | 90353T100 |  | 4161731 | 44605 | SH |  | SOLE |  | 0 | 0 | 44605 |
| ETF SER SOLUTIONS | APTUS DEFINED | 26922A388 |  | 4002029 | 139249 | SH |  | SOLE |  | 0 | 0 | 139249 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 3932558 | 13564 | SH |  | SOLE |  | 0 | 0 | 13564 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 3922849 | 21380 | SH |  | SOLE |  | 0 | 0 | 21380 |
| CLOUDFLARE INC | CL A COM | 18915M107 |  | 3775077 | 19277 | SH |  | SOLE |  | 0 | 0 | 19277 |
| ORACLE CORP | COM | 68389X105 |  | 3748187 | 17143 | SH |  | SOLE |  | 0 | 0 | 17143 |
| CONFLUENT INC | CLASS A COM | 20717M103 |  | 3476847 | 139464 | SH |  | SOLE |  | 0 | 0 | 139464 |
| DBX ETF TR | XTRACK MSCI EAFE | 233051630 |  | 3422072 | 118574 | SH |  | SOLE |  | 0 | 0 | 118574 |
| MP MATERIALS CORP | COM CL A | 553368101 |  | 3419612 | 102783 | SH |  | SOLE |  | 0 | 0 | 102783 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 3418131 | 42662 | SH |  | SOLE |  | 0 | 0 | 42662 |
| RH | COM | 74967X103 |  | 3413424 | 18059 | SH |  | SOLE |  | 0 | 0 | 18059 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 3347235 | 27158 | SH |  | SOLE |  | 0 | 0 | 27158 |
| META PLATFORMS INC | CL A | 30303M102 |  | 3325033 | 4504 | SH |  | SOLE |  | 0 | 0 | 4504 |
| EATON CORP PLC | SHS | G29183103 |  | 3293589 | 9226 | SH |  | SOLE |  | 0 | 0 | 9226 |
| ISHARES TR | BROAD USD HIGH | 46435U853 |  | 3214721 | 85703 | SH |  | SOLE |  | 0 | 0 | 85703 |
| ISHARES TR | ISHS 5-10YR INVT | 464288638 |  | 3205095 | 60144 | SH |  | SOLE |  | 0 | 0 | 60144 |
| BLACKROCK INC | COM | 09290D101 |  | 3139985 | 2992 | SH |  | SOLE |  | 0 | 0 | 2992 |
| SCHWAB STRATEGIC TR | US REIT ETF | 808524847 |  | 3042639 | 143792 | SH |  | SOLE |  | 0 | 0 | 143792 |
| OKTA INC | CL A | 679295105 |  | 3023993 | 30249 | SH |  | SOLE |  | 0 | 0 | 30249 |
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 |  | 2971946 | 35042 | SH |  | SOLE |  | 0 | 0 | 35042 |
| BLOCK INC | CL A | 852234103 |  | 2925060 | 43059 | SH |  | SOLE |  | 0 | 0 | 43059 |
| CORNING INC | COM | 219350105 |  | 2897795 | 55101 | SH |  | SOLE |  | 0 | 0 | 55101 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 |  | 2863665 | 9581 | SH |  | SOLE |  | 0 | 0 | 9581 |
| SERVICENOW INC | COM | 81762P102 |  | 2797206 | 2720 | SH |  | SOLE |  | 0 | 0 | 2720 |
| SMURFIT WESTROCK PLC | SHS | G8267P108 |  | 2756654 | 63885 | SH |  | SOLE |  | 0 | 0 | 63885 |
| WALMART INC | COM | 931142103 |  | 2734936 | 27970 | SH |  | SOLE |  | 0 | 0 | 27970 |
| ABBOTT LABS | COM | 002824100 |  | 2635398 | 19376 | SH |  | SOLE |  | 0 | 0 | 19376 |
| FIDELITY NATIONAL FINANCIAL | COM SHS | 31620R303 |  | 2601180 | 46399 | SH |  | SOLE |  | 0 | 0 | 46399 |
| AMPHENOL CORP NEW | CL A | 032095101 |  | 2566991 | 25950 | SH |  | SOLE |  | 0 | 0 | 25950 |
| NIKE INC | CL B | 654106103 |  | 2555768 | 35822 | SH |  | SOLE |  | 0 | 0 | 35822 |
| GENERAL DYNAMICS CORP | COM | 369550108 |  | 2542138 | 8716 | SH |  | SOLE |  | 0 | 0 | 8716 |
| METLIFE INC | COM | 59156R108 |  | 2536675 | 31542 | SH |  | SOLE |  | 0 | 0 | 31542 |
| CIENA CORP | COM NEW | 171779309 |  | 2420080 | 29756 | SH |  | SOLE |  | 0 | 0 | 29756 |
| ABBVIE INC | COM | 00287Y109 |  | 2334574 | 12577 | SH |  | SOLE |  | 0 | 0 | 12577 |
| MARATHON PETE CORP | COM | 56585A102 |  | 2267660 | 13651 | SH |  | SOLE |  | 0 | 0 | 13651 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 2233570 | 4598 | SH |  | SOLE |  | 0 | 0 | 4598 |
| PHILLIPS 66 | COM | 718546104 |  | 2218854 | 18598 | SH |  | SOLE |  | 0 | 0 | 18598 |
| ARISTA NETWORKS INC | COM SHS | 040413205 |  | 2217742 | 21676 | SH |  | SOLE |  | 0 | 0 | 21676 |
| CAPRI HOLDINGS LIMITED | SHS | G1890L107 |  | 2206269 | 124648 | SH |  | SOLE |  | 0 | 0 | 124648 |
| GRACO INC | COM | 384109104 |  | 2186066 | 25428 | SH |  | SOLE |  | 0 | 0 | 25428 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 2172868 | 20796 | SH |  | SOLE |  | 0 | 0 | 20796 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 |  | 2110694 | 75247 | SH |  | SOLE |  | 0 | 0 | 75247 |
| DOMINOS PIZZA INC | COM | 25754A201 |  | 2086892 | 4631 | SH |  | SOLE |  | 0 | 0 | 4631 |
| LYONDELLBASELL INDUSTRIES N | SHS - A - | N53745100 |  | 1991287 | 34415 | SH |  | SOLE |  | 0 | 0 | 34415 |
| DISNEY WALT CO | COM | 254687106 |  | 1981416 | 15977 | SH |  | SOLE |  | 0 | 0 | 15977 |
| NETFLIX INC | COM | 64110L106 |  | 1911464 | 1427 | SH |  | SOLE |  | 0 | 0 | 1427 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 |  | 1910609 | 16563 | SH |  | SOLE |  | 0 | 0 | 16563 |
| CISCO SYS INC | COM | 17275R102 |  | 1910580 | 27537 | SH |  | SOLE |  | 0 | 0 | 27537 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 1897015 | 16076 | SH |  | SOLE |  | 0 | 0 | 16076 |
| AIRBNB INC | COM CL A | 009066101 |  | 1853335 | 14004 | SH |  | SOLE |  | 0 | 0 | 14004 |
| PFIZER INC | COM | 717081103 |  | 1820746 | 75113 | SH |  | SOLE |  | 0 | 0 | 75113 |
| AMERICAN TOWER CORP NEW | COM | 03027X100 |  | 1803963 | 8092 | SH |  | SOLE |  | 0 | 0 | 8092 |
| ARGENX SE | SPONSORED ADR | 04016X101 |  | 1802628 | 3270 | SH |  | SOLE |  | 0 | 0 | 3270 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 |  | 1796674 | 71014 | SH |  | SOLE |  | 0 | 0 | 71014 |
| CELSIUS HLDGS INC | COM NEW | 15118V207 |  | 1718683 | 37048 | SH |  | SOLE |  | 0 | 0 | 37048 |
| CONSOLIDATED EDISON INC | COM | 209115104 |  | 1699045 | 16931 | SH |  | SOLE |  | 0 | 0 | 16931 |
| DEXCOM INC | COM | 252131107 |  | 1661117 | 19029 | SH |  | SOLE |  | 0 | 0 | 19029 |
| LAMAR ADVERTISING CO NEW | CL A | 512816109 |  | 1621299 | 13359 | SH |  | SOLE |  | 0 | 0 | 13359 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 1609316 | 14725 | SH |  | SOLE |  | 0 | 0 | 14725 |
| MERCK  CO INC | COM | 58933Y105 |  | 1598880 | 19989 | SH |  | SOLE |  | 0 | 0 | 19989 |
| SPDR SERIES TRUST | NUVEEN ICE MUNIC | 78468R721 |  | 1588753 | 35566 | SH |  | SOLE |  | 0 | 0 | 35566 |
| MICROSOFT CORP | COM | 594918104 |  | 1551833 | 3119 | SH |  | SOLE |  | 0 | 0 | 3119 |
| KIMBERLY-CLARK CORP | COM | 494368103 |  | 1352100 | 10386 | SH |  | SOLE |  | 0 | 0 | 10386 |
| WORKDAY INC | CL A | 98138H101 |  | 1306064 | 5441 | SH |  | SOLE |  | 0 | 0 | 5441 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 |  | 1297352 | 4652 | SH |  | SOLE |  | 0 | 0 | 4652 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 1258983 | 4035 | SH |  | SOLE |  | 0 | 0 | 4035 |
| GODADDY INC | CL A | 380237107 |  | 1204334 | 6688 | SH |  | SOLE |  | 0 | 0 | 6688 |
| ISHARES TR | IBOXX HI YD ETF | 464288513 |  | 1163539 | 14427 | SH |  | SOLE |  | 0 | 0 | 14427 |
| SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 |  | 1109609 | 41589 | SH |  | SOLE |  | 0 | 0 | 41589 |
| VERTEX PHARMACEUTICALS INC | COM | 92532F100 |  | 1105299 | 2482 | SH |  | SOLE |  | 0 | 0 | 2482 |
| COMCAST CORP NEW | CL A | 20030N101 |  | 1100872 | 30845 | SH |  | SOLE |  | 0 | 0 | 30845 |
| APPLIED MATLS INC | COM | 038222105 |  | 1067286 | 5829 | SH |  | SOLE |  | 0 | 0 | 5829 |
| CONSTELLATION BRANDS INC | CL A | 21036P108 |  | 1041244 | 6400 | SH |  | SOLE |  | 0 | 0 | 6400 |
| XYLEM INC | COM | 98419M100 |  | 934125 | 7221 | SH |  | SOLE |  | 0 | 0 | 7221 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 |  | 883728 | 14775 | SH |  | SOLE |  | 0 | 0 | 14775 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 |  | 868705 | 11236 | SH |  | SOLE |  | 0 | 0 | 11236 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 833896 | 31467 | SH |  | SOLE |  | 0 | 0 | 31467 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 |  | 760432 | 1399 | SH |  | SOLE |  | 0 | 0 | 1399 |
| ISHARES TR | MBS ETF | 464288588 |  | 753728 | 8027 | SH |  | SOLE |  | 0 | 0 | 8027 |
| APPLE INC | COM | 037833100 |  | 746931 | 3640 | SH |  | SOLE |  | 0 | 0 | 3640 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 583723 | 4378 | SH |  | SOLE |  | 0 | 0 | 4378 |
| MARINEMAX INC | COM | 567908108 |  | 557454 | 22174 | SH |  | SOLE |  | 0 | 0 | 22174 |
| SPDR SERIES TRUST | PORTFOLIO INTRMD | 78464A375 |  | 555541 | 16543 | SH |  | SOLE |  | 0 | 0 | 16543 |
| ILLINOIS TOOL WKS INC | COM | 452308109 |  | 521134 | 2095 | SH |  | SOLE |  | 0 | 0 | 2095 |
| TESLA INC | COM | 88160R101 |  | 405969 | 1278 | SH |  | SOLE |  | 0 | 0 | 1278 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 |  | 402812 | 13364 | SH |  | SOLE |  | 0 | 0 | 13364 |
| ISHARES TR | INTL SEL DIV ETF | 464288448 |  | 374207 | 10843 | SH |  | SOLE |  | 0 | 0 | 10843 |
| VISA INC | COM CL A | 92826C839 |  | 367239 | 1034 | SH |  | SOLE |  | 0 | 0 | 1034 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 345701 | 3206 | SH |  | SOLE |  | 0 | 0 | 3206 |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 |  | 323738 | 4041 | SH |  | SOLE |  | 0 | 0 | 4041 |
| AMGEN INC | COM | 031162100 |  | 263552 | 943 | SH |  | SOLE |  | 0 | 0 | 943 |
| PACER FDS TR | TRENDP US LAR CP | 69374H105 |  | 256552 | 5054 | SH |  | SOLE |  | 0 | 0 | 5054 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 253267 | 2843 | SH |  | SOLE |  | 0 | 0 | 2843 |
| PACER FDS TR | TRENDPILOT 100 | 69374H303 |  | 248702 | 3484 | SH |  | SOLE |  | 0 | 0 | 3484 |
| GLOBAL X FDS | GLBL X MLP ETF | 37954Y343 |  | 222436 | 4431 | SH |  | SOLE |  | 0 | 0 | 4431 |
| ISHARES TR | U.S. TECH ETF | 464287721 |  | 220361 | 1271 | SH |  | SOLE |  | 0 | 0 | 1271 |

---