# EDGAR Filing Document

**Accession Number:** 0001947503
**File Stem:** 0002063364-25-000145
**Filing Date:** 2025-7
**Character Count:** 12833
**Document Hash:** b81a177456d7f15cf0dfce7119f28791
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002063364-25-000145.hdr.sgml**: 20250716

**ACCESSION NUMBER**: 0002063364-25-000145

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250716

**DATE AS OF CHANGE**: 20250716

**EFFECTIVENESS DATE**: 20250716

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Swisher Financial Concepts, Inc.
- **CENTRAL INDEX KEY:** 0001947503

**ORGANIZATION NAME:**
- **EIN:** 810556507
- **STATE OF INCORPORATION:** OH
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-23776
- **FILM NUMBER:** 251126780

**BUSINESS ADDRESS:**
- **STREET 1:** 612 OFFICE PARKWAY, SUITE B
- **CITY:** WESTERVILLE
- **STATE:** OH
- **ZIP:** 43082
- **BUSINESS PHONE:** 614-890-1930

**MAIL ADDRESS:**
- **STREET 1:** 612 OFFICE PARKWAY, SUITE B
- **CITY:** WESTERVILLE
- **STATE:** OH
- **ZIP:** 43082

### 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:** Swisher Financial Concepts Inc.<br>**Address:** 612 OFFICE PARKWAY SUITE B<br>WESTERVILLE, OH 43082

**Form 13F File Number:** 028-23776

**CRD Number (if applicable):** 000121384

**SEC File Number (if applicable):** 801-115211

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:** Jim Cullen<br>**Title:** Compliance Consultant<br>**Phone:** 401-466-6010

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

Jim Cullen  East Providence, RI  07-16-2025<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:** 90

**Form 13F Information Table Value Total:** $154912318

      (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 |
| ABBOTT LABS | COM | 002824100 |  | 7005177 | 51505 | SH |  | SOLE | 0 | 0 | 0 | 51505 |
| ABBVIE INC | COM | 00287Y109 |  | 9669455 | 52093 | SH |  | SOLE | 0 | 0 | 0 | 52093 |
| AGILON HEALTH INC | COM | 00857U107 |  | 74865 | 32550 | SH |  | SOLE | 0 | 0 | 0 | 32550 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 721445 | 4067 | SH |  | SOLE | 0 | 0 | 0 | 4067 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 1127293 | 6397 | SH |  | SOLE | 0 | 0 | 0 | 6397 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 587766 | 10025 | SH |  | SOLE | 0 | 0 | 0 | 10025 |
| AMAZON COM INC | COM | 023135106 |  | 3945510 | 17984 | SH |  | SOLE | 0 | 0 | 0 | 17984 |
| AMPLIFY ETF TR | ONLIN RETL ETF | 032108102 |  | 331448 | 4802 | SH |  | SOLE | 0 | 0 | 0 | 4802 |
| AMPLIFY ETF TR | AMPLIFY CYBERSEC | 032108664 |  | 243736 | 2822 | SH |  | SOLE | 0 | 0 | 0 | 2822 |
| APPLE INC | COM | 037833100 |  | 5394716 | 26294 | SH |  | SOLE | 0 | 0 | 0 | 26294 |
| BANK AMERICA CORP | COM | 060505104 |  | 242322 | 5121 | SH |  | SOLE | 0 | 0 | 0 | 5121 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 |  | 728800 | 1 | SH |  | SOLE | 0 | 0 | 0 | 1 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 311864 | 642 | SH |  | SOLE | 0 | 0 | 0 | 642 |
| BROADCOM INC | COM | 11135F101 |  | 820815 | 2978 | SH |  | SOLE | 0 | 0 | 0 | 2978 |
| CAPITAL GROUP INTL FOCUS EQT | SHS CREATION UNI | 14019W109 |  | 4895146 | 180433 | SH |  | SOLE | 0 | 0 | 0 | 180433 |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 |  | 6817462 | 167711 | SH |  | SOLE | 0 | 0 | 0 | 167711 |
| CAPITAL GROUP CORE EQUITY ET | SHS CREATION UNI | 14020V108 |  | 926224 | 25081 | SH |  | SOLE | 0 | 0 | 0 | 25081 |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 |  | 11556447 | 292642 | SH |  | SOLE | 0 | 0 | 0 | 292642 |
| CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | 14020Y102 |  | 5824779 | 258879 | SH |  | SOLE | 0 | 0 | 0 | 258879 |
| CAPITAL GRP FIXED INCM ETF T | US MULTI-SECTOR | 14020Y300 |  | 6100519 | 220873 | SH |  | SOLE | 0 | 0 | 0 | 220873 |
| CAPITAL GROUP DIVIDEND GROWE | SHS ETF | 14021L109 |  | 5409260 | 160846 | SH |  | SOLE | 0 | 0 | 0 | 160846 |
| CAPITAL GROUP INTERNATIONAL | SHS | 14021T102 |  | 1030071 | 35385 | SH |  | SOLE | 0 | 0 | 0 | 35385 |
| CARDINAL HEALTH INC | COM | 14149Y108 |  | 328608 | 1956 | SH |  | SOLE | 0 | 0 | 0 | 1956 |
| CATERPILLAR INC | COM | 149123101 |  | 204975 | 528 | SH |  | SOLE | 0 | 0 | 0 | 528 |
| CENTENE CORP DEL | COM | 15135B101 |  | 744179 | 13710 | SH |  | SOLE | 0 | 0 | 0 | 13710 |
| CINCINNATI FINL CORP | COM | 172062101 |  | 390468 | 2622 | SH |  | SOLE | 0 | 0 | 0 | 2622 |
| CISCO SYS INC | COM | 17275R102 |  | 730602 | 10530 | SH |  | SOLE | 0 | 0 | 0 | 10530 |
| COCA COLA CO | COM | 191216100 |  | 250389 | 3539 | SH |  | SOLE | 0 | 0 | 0 | 3539 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 |  | 334379 | 1036 | SH |  | SOLE | 0 | 0 | 0 | 1036 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 529618 | 535 | SH |  | SOLE | 0 | 0 | 0 | 535 |
| CUMMINS INC | COM | 231021106 |  | 236197 | 721 | SH |  | SOLE | 0 | 0 | 0 | 721 |
| DBX ETF TR | XTRACK MSCI EAFE | 233051200 |  | 548625 | 12540 | SH |  | SOLE | 0 | 0 | 0 | 12540 |
| DISNEY WALT CO | COM | 254687106 |  | 212570 | 1714 | SH |  | SOLE | 0 | 0 | 0 | 1714 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 2935775 | 27234 | SH |  | SOLE | 0 | 0 | 0 | 27234 |
| FIRST TR EXCHANGE-TRADED FD | SHS | 336917109 |  | 283167 | 6763 | SH |  | SOLE | 0 | 0 | 0 | 6763 |
| GE VERNOVA INC | COM | 36828A101 |  | 687895 | 1300 | SH |  | SOLE | 0 | 0 | 0 | 1300 |
| GE AEROSPACE | COM NEW | 369604301 |  | 731009 | 2840 | SH |  | SOLE | 0 | 0 | 0 | 2840 |
| GENERAL MLS INC | COM | 370334104 |  | 335493 | 6475 | SH |  | SOLE | 0 | 0 | 0 | 6475 |
| GLOBAL X FDS | US INFR DEV ETF | 37954Y673 |  | 214326 | 4918 | SH |  | SOLE | 0 | 0 | 0 | 4918 |
| INVESCO ACTIVELY MANAGED EXC | ACTIVE US REAL | 46090A101 |  | 215327 | 2358 | SH |  | SOLE | 0 | 0 | 0 | 2358 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 1006384 | 1824 | SH |  | SOLE | 0 | 0 | 0 | 1824 |
| INVESCO EXCHANGE TRADED FD T | S MDCP MOMNTUM | 46137V464 |  | 770802 | 5992 | SH |  | SOLE | 0 | 0 | 0 | 5992 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 |  | 993335 | 4374 | SH |  | SOLE | 0 | 0 | 0 | 4374 |
| INVESCO EXCH TRADED FD TR II | S SMALLCAP 600 | 46138G664 |  | 800158 | 18484 | SH |  | SOLE | 0 | 0 | 0 | 18484 |
| ISHARES INC | EM MKT SM-CP ETF | 464286475 |  | 378076 | 5830 | SH |  | SOLE | 0 | 0 | 0 | 5830 |
| ISHARES INC | MSCI EQUAL WEITE | 464286681 |  | 6873377 | 69344 | SH |  | SOLE | 0 | 0 | 0 | 69344 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 377760 | 3431 | SH |  | SOLE | 0 | 0 | 0 | 3431 |
| ISHARES TR | US INDUSTRIALS | 464287754 |  | 590871 | 4152 | SH |  | SOLE | 0 | 0 | 0 | 4152 |
| ISHARES TR | U.S. FIN SVC ETF | 464287770 |  | 265446 | 3101 | SH |  | SOLE | 0 | 0 | 0 | 3101 |
| ISHARES TR | US AER DEF ETF | 464288760 |  | 279192 | 1480 | SH |  | SOLE | 0 | 0 | 0 | 1480 |
| ISHARES SILVER TR | ISHARES | 46428Q109 |  | 556622 | 16965 | SH |  | SOLE | 0 | 0 | 0 | 16965 |
| ISHARES INC | MSCI EMRG CHN | 46434G764 |  | 1397225 | 22129 | SH |  | SOLE | 0 | 0 | 0 | 22129 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 |  | 362424 | 5921 | SH |  | SOLE | 0 | 0 | 0 | 5921 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 763548 | 2634 | SH |  | SOLE | 0 | 0 | 0 | 2634 |
| J P MORGAN EXCHANGE TRADED F | REALTY INCOME ET | 46641Q126 |  | 574162 | 12052 | SH |  | SOLE | 0 | 0 | 0 | 12052 |
| J P MORGAN EXCHANGE TRADED F | JPMORGAM LTD DUR | 46654Q773 |  | 292070 | 5592 | SH |  | SOLE | 0 | 0 | 0 | 5592 |
| ELI LILLY  CO | COM | 532457108 |  | 970521 | 1245 | SH |  | SOLE | 0 | 0 | 0 | 1245 |
| MCKESSON CORP | COM | 58155Q103 |  | 257939 | 352 | SH |  | SOLE | 0 | 0 | 0 | 352 |
| MICROSOFT CORP | COM | 594918104 |  | 5079401 | 10212 | SH |  | SOLE | 0 | 0 | 0 | 10212 |
| MONDELEZ INTL INC | CL A | 609207105 |  | 299366 | 4439 | SH |  | SOLE | 0 | 0 | 0 | 4439 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 332244 | 4786 | SH |  | SOLE | 0 | 0 | 0 | 4786 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1076387 | 6813 | SH |  | SOLE | 0 | 0 | 0 | 6813 |
| PACER FDS TR | US CASH COWS 100 | 69374H881 |  | 3937697 | 71465 | SH |  | SOLE | 0 | 0 | 0 | 71465 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 1524610 | 8371 | SH |  | SOLE | 0 | 0 | 0 | 8371 |
| PIMCO ETF TR | MULTISECTOR BD | 72201R585 |  | 205955 | 7760 | SH |  | SOLE | 0 | 0 | 0 | 7760 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 1029329 | 6461 | SH |  | SOLE | 0 | 0 | 0 | 6461 |
| PROSHARES TR | S 500 DV ARIST | 74348A467 |  | 638349 | 6339 | SH |  | SOLE | 0 | 0 | 0 | 6339 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 844379 | 2770 | SH |  | SOLE | 0 | 0 | 0 | 2770 |
| SPDR SERIES TRUST | SSGA US SMAL ETF | 78468R887 |  | 317961 | 2541 | SH |  | SOLE | 0 | 0 | 0 | 2541 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524755 |  | 1966099 | 49128 | SH |  | SOLE | 0 | 0 | 0 | 49128 |
| T ROWE PRICE ETF INC | PRICE BLUE CHIP | 87283Q107 |  | 822332 | 18133 | SH |  | SOLE | 0 | 0 | 0 | 18133 |
| T ROWE PRICE ETF INC | PRICE DIV GRWT | 87283Q404 |  | 275708 | 6506 | SH |  | SOLE | 0 | 0 | 0 | 6506 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 |  | 565093 | 2495 | SH |  | SOLE | 0 | 0 | 0 | 2495 |
| TESLA INC | COM | 88160R101 |  | 719500 | 2265 | SH |  | SOLE | 0 | 0 | 0 | 2265 |
| UNITED RENTALS INC | COM | 911363109 |  | 548801 | 728 | SH |  | SOLE | 0 | 0 | 0 | 728 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 290444 | 931 | SH |  | SOLE | 0 | 0 | 0 | 931 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 10191452 | 147510 | SH |  | SOLE | 0 | 0 | 0 | 147510 |
| VANGUARD WORLD FD | MEGA GRWTH IND | 921910816 |  | 367635 | 1004 | SH |  | SOLE | 0 | 0 | 0 | 1004 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 |  | 264974 | 3426 | SH |  | SOLE | 0 | 0 | 0 | 3426 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 5662294 | 76902 | SH |  | SOLE | 0 | 0 | 0 | 76902 |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 |  | 1017446 | 11290 | SH |  | SOLE | 0 | 0 | 0 | 11290 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 314763 | 6364 | SH |  | SOLE | 0 | 0 | 0 | 6364 |
| VANGUARD WORLD FD | MATERIALS ETF | 92204A801 |  | 264579 | 1358 | SH |  | SOLE | 0 | 0 | 0 | 1358 |
| VANGUARD WORLD FD | UTILITIES ETF | 92204A876 |  | 300101 | 1700 | SH |  | SOLE | 0 | 0 | 0 | 1700 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 294598 | 519 | SH |  | SOLE | 0 | 0 | 0 | 519 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 957578 | 3422 | SH |  | SOLE | 0 | 0 | 0 | 3422 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 11964453 | 39366 | SH |  | SOLE | 0 | 0 | 0 | 39366 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 |  | 511333 | 3982 | SH |  | SOLE | 0 | 0 | 0 | 3982 |
| VISA INC | COM CL A | 92826C839 |  | 447718 | 1261 | SH |  | SOLE | 0 | 0 | 0 | 1261 |
| WALMART INC | COM | 931142103 |  | 691105 | 7068 | SH |  | SOLE | 0 | 0 | 0 | 7068 |

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