# EDGAR Filing Document

**Accession Number:** 0001731731
**File Stem:** 0001731731-23-000001
**Filing Date:** 2023-1
**Character Count:** 11714
**Document Hash:** 39facbb80a8e774e2d18163f7de563da
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001731731-23-000001.hdr.sgml**: 20230130

**ACCESSION NUMBER**: 0001731731-23-000001

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230130

**DATE AS OF CHANGE**: 20230130

**EFFECTIVENESS DATE**: 20230130

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** SWS Partners
- **CENTRAL INDEX KEY:** 0001731731
- **IRS NUMBER:** 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:** 23567244

**BUSINESS ADDRESS:**
- **STREET 1:** 985 NORTH HIGH STREET
- **STREET 2:** SUITE 220
- **CITY:** COLUMBUS
- **STATE:** OH
- **ZIP:** 43201
- **BUSINESS PHONE:** 614-670-5733

**MAIL ADDRESS:**
- **STREET 1:** 985 NORTH HIGH STREET
- **STREET 2:** SUITE 220
- **CITY:** COLUMBUS
- **STATE:** OH
- **ZIP:** 43201

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**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:** 985 NORTH HIGH STREET<br>SUITE 220<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:** Christopher L. Payne<br>**Title:** Chief Compliance Officer<br>**Phone:** 513-399-8091

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

Christopher L. Payne  Covington, X1  01-30-2023<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:** 80

**Form 13F Information Table Value Total:** $210850

      (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 |
| Schwab International Equity ETF | COM | 808524805 |  | 13887 | 431141 | SH |  | SOLE |  | 0 | 0 | 431141 |
| iShares Core S 500 ETF | ETF | 464287200 |  | 13559 | 35291 | SH |  | SOLE |  | 0 | 0 | 35291 |
| Schwab US Large Cap ETF | ETF | 808524201 |  | 9077 | 201038 | SH |  | SOLE |  | 0 | 0 | 201038 |
| Schwab Intermediate Term US TRS ETF | ETF | 808524854 |  | 7880 | 160061 | SH |  | SOLE |  | 0 | 0 | 160061 |
| SPDR S 500 High Dividend ETF | ETF | 78468R788 |  | 7153 | 180710 | SH |  | SOLE |  | 0 | 0 | 180710 |
| iShares Core S Mid Cap ETF | ETF | 464287507 |  | 5945 | 24578 | SH |  | SOLE |  | 0 | 0 | 24578 |
| iShares Core S Small Cap ETF | ETF | 464287804 |  | 3886 | 41065 | SH |  | SOLE |  | 0 | 0 | 41065 |
| Vanguard Mortgage Backed Sec ETF | ETF | 92206C771 |  | 3704 | 81362 | SH |  | SOLE |  | 0 | 0 | 81362 |
| Ambarella Inc | COM | G037AX101 |  | 3667 | 44594 | SH |  | SOLE |  | 0 | 0 | 44594 |
| iShares National Muni Bond ETF | ETF | 464288414 |  | 3613 | 34238 | SH |  | SOLE |  | 0 | 0 | 34238 |
| JPMorgan Chase | COM | 46625H100 |  | 3249 | 24232 | SH |  | SOLE |  | 0 | 0 | 24232 |
| SPDR Intrmdt TRM Crprate BND ETF | ETF | 78464A375 |  | 3167 | 99510 | SH |  | SOLE |  | 0 | 0 | 99510 |
| Tapestry Inc | COM | 876030107 |  | 3138 | 82401 | SH |  | SOLE |  | 0 | 0 | 82401 |
| Accenture PLC Class A | COM | G1151C101 |  | 3051 | 11432 | SH |  | SOLE |  | 0 | 0 | 11432 |
| Marathon Petroleum Corp | COM | 56585A102 |  | 3022 | 25966 | SH |  | SOLE |  | 0 | 0 | 25966 |
| Fidelity Natl Finl | COM | 31620R303 |  | 3012 | 80057 | SH |  | SOLE |  | 0 | 0 | 80057 |
| Natera Inc | COM | 632307104 |  | 2979 | 74167 | SH |  | SOLE |  | 0 | 0 | 74167 |
| Phillips 66 | COM | 718546104 |  | 2965 | 28486 | SH |  | SOLE |  | 0 | 0 | 28486 |
| Alphabet Inc. Class A | COM | 02079K305 |  | 2927 | 33179 | SH |  | SOLE |  | 0 | 0 | 33179 |
| Wells Fargo  Co | COM | 949746101 |  | 2906 | 70383 | SH |  | SOLE |  | 0 | 0 | 70383 |
| Abbvie Inc | COM | 00287Y109 |  | 2890 | 17885 | SH |  | SOLE |  | 0 | 0 | 17885 |
| MetLife Inc. | COM | 59156R108 |  | 2877 | 39754 | SH |  | SOLE |  | 0 | 0 | 39754 |
| SPDR Nuveen BLMBRG Barclays Mun BD ETF | ETF | 78468R721 |  | 2816 | 61733 | SH |  | SOLE |  | 0 | 0 | 61733 |
| Vanguard High Dividend Yield ETF | ETF | 921946406 |  | 2745 | 25363 | SH |  | SOLE |  | 0 | 0 | 25363 |
| iShares Core MSCI Totl Intl STCK ETF | ETF | 46432F834 |  | 2714 | 46890 | SH |  | SOLE |  | 0 | 0 | 46890 |
| Bristol-Myers Squibb | COM | 110122108 |  | 2662 | 37002 | SH |  | SOLE |  | 0 | 0 | 37002 |
| Merck  Co Inc | COM | 58933Y105 |  | 2588 | 23189 | SH |  | SOLE |  | 0 | 0 | 23189 |
| Abbott Laboratories | COM | 002824100 |  | 2527 | 23016 | SH |  | SOLE |  | 0 | 0 | 23016 |
| United Parcel SRVC Class                  B | COM | 911312106 |  | 2501 | 14388 | SH |  | SOLE |  | 0 | 0 | 14388 |
| Lyondellbasell Inds    F Class                  A | COM | N53745100 |  | 2497 | 30078 | SH |  | SOLE |  | 0 | 0 | 30078 |
| Purecycle Technologies Inc | COM | 74623V103 |  | 2434 | 360027 | SH |  | SOLE |  | 0 | 0 | 360027 |
| Eaton Corp PLC         F | COM | G29183103 |  | 2425 | 15451 | SH |  | SOLE |  | 0 | 0 | 15451 |
| iShares Broad Usd HG YLD CRP BND ETF | ETF | 46435U853 |  | 2394 | 69319 | SH |  | SOLE |  | 0 | 0 | 69319 |
| Energy Select Sector SPDR ETF | ETF | 81369Y506 |  | 2392 | 27349 | SH |  | SOLE |  | 0 | 0 | 27349 |
| Charles Schwab US REIT ETF | ETF | 808524847 |  | 2389 | 123870 | SH |  | SOLE |  | 0 | 0 | 123870 |
| Westrock Co | COM | 96145D105 |  | 2388 | 67922 | SH |  | SOLE |  | 0 | 0 | 67922 |
| iShares Intermedt Term Corp Bond ETF | ETF | 464288638 |  | 2385 | 48170 | SH |  | SOLE |  | 0 | 0 | 48170 |
| XTRCKR MSCI EAFE HG DV YLD Eq ETF | ETF | 233051630 |  | 2373 | 108804 | SH |  | SOLE |  | 0 | 0 | 108804 |
| Invesco Preferred ETF | ETF | 46138E511 |  | 2368 | 211772 | SH |  | SOLE |  | 0 | 0 | 211772 |
| Duke Energy Corp | COM | 26441C204 |  | 2361 | 22925 | SH |  | SOLE |  | 0 | 0 | 22925 |
| Dominion Energy Inc | COM | 25746U109 |  | 2351 | 38344 | SH |  | SOLE |  | 0 | 0 | 38344 |
| Uber Technologies Inc | COM | 90353T100 |  | 2335 | 94404 | SH |  | SOLE |  | 0 | 0 | 94404 |
| Genuine Parts Co | COM | 372460105 |  | 2287 | 13109 | SH |  | SOLE |  | 0 | 0 | 13109 |
| Amazon Com Inc | COM | 023135106 |  | 2220 | 26429 | SH |  | SOLE |  | 0 | 0 | 26429 |
| Snowflake Inc Class A | COM | 833445109 |  | 2080 | 14489 | SH |  | SOLE |  | 0 | 0 | 14489 |
| Vanguard FTSE Emerging Markets ETF | ETF | 922042858 |  | 2065 | 52966 | SH |  | SOLE |  | 0 | 0 | 52966 |
| Coca-Cola | COM | 191216100 |  | 2052 | 32267 | SH |  | SOLE |  | 0 | 0 | 32267 |
| Mondelez Intl Class                  A | COM | 609207105 |  | 1991 | 29704 | SH |  | SOLE |  | 0 | 0 | 29704 |
| Cloudflare Inc Class A | COM | 18915M107 |  | 1911 | 42277 | SH |  | SOLE |  | 0 | 0 | 42277 |
| Arista Networks Inc | COM | 040413106 |  | 1882 | 15506 | SH |  | SOLE |  | 0 | 0 | 15506 |
| Kimberly Clark Corp | COM | 494368103 |  | 1817 | 13278 | SH |  | SOLE |  | 0 | 0 | 13278 |
| Lamar Advertising REIT | COM | 512816109 |  | 1806 | 19129 | SH |  | SOLE |  | 0 | 0 | 19129 |
| Corning Inc | COM | 219350105 |  | 1772 | 55485 | SH |  | SOLE |  | 0 | 0 | 55485 |
| Comcast Corporation Class                  A | COM | 20030N101 |  | 1745 | 49910 | SH |  | SOLE |  | 0 | 0 | 49910 |
| Cisco Systems | COM | 17275R102 |  | 1705 | 35790 | SH |  | SOLE |  | 0 | 0 | 35790 |
| Twilio Inc Class A | COM | 90138F102 |  | 1675 | 34202 | SH |  | SOLE |  | 0 | 0 | 34202 |
| Interpublic GRP Cos | COM | 460690100 |  | 1670 | 50137 | SH |  | SOLE |  | 0 | 0 | 50137 |
| Cognizant Tech Solu Class                  A | COM | 192446102 |  | 1663 | 29074 | SH |  | SOLE |  | 0 | 0 | 29074 |
| Marvell Technology Inc | COM | 573874104 |  | 1434 | 38726 | SH |  | SOLE |  | 0 | 0 | 38726 |
| Paypal Holdings Inc | COM | 70450Y103 |  | 1431 | 20098 | SH |  | SOLE |  | 0 | 0 | 20098 |
| Meta Platforms Inc Class A | COM | 30303M102 |  | 1384 | 11504 | SH |  | SOLE |  | 0 | 0 | 11504 |
| New Relic Inc | COM | 64829B100 |  | 1356 | 24016 | SH |  | SOLE |  | 0 | 0 | 24016 |
| Vanguard Internatnl HGH DIV YLD ETF | ETF | 921946794 |  | 1317 | 22105 | SH |  | SOLE |  | 0 | 0 | 22105 |
| Vanguard Intermediate Term Government  Bond ETF | ETF | 92206C706 |  | 1303 | 22289 | SH |  | SOLE |  | 0 | 0 | 22289 |
| MP Materials Corp Class                  A | COM | 553368101 |  | 1256 | 51715 | SH |  | SOLE |  | 0 | 0 | 51715 |
| SPDR Wells Fargo Preferred Stock ETF | ETF | 78464A292 |  | 1239 | 37760 | SH |  | SOLE |  | 0 | 0 | 37760 |
| Etsy Inc | COM | 29786A106 |  | 1206 | 10066 | SH |  | SOLE |  | 0 | 0 | 10066 |
| Schwab US Dividend Equity ETF | ETF | 808524797 |  | 1205 | 15955 | SH |  | SOLE |  | 0 | 0 | 15955 |
| Charles Schwab US MC ETF | ETF | 808524508 |  | 1157 | 17632 | SH |  | SOLE |  | 0 | 0 | 17632 |
| Guardant Health Inc | COM | 40131M109 |  | 1118 | 41101 | SH |  | SOLE |  | 0 | 0 | 41101 |
| Shopify Inc Class A | COM | 82509L107 |  | 1060 | 30546 | SH |  | SOLE |  | 0 | 0 | 30546 |
| Pinterest Inc Class                  A | COM | 72352L106 |  | 896 | 36901 | SH |  | SOLE |  | 0 | 0 | 36901 |
| American Homes 4 Rent Class A | COM | 02665T306 |  | 857 | 28443 | SH |  | SOLE |  | 0 | 0 | 28443 |
| Match Group Inc | COM | 57667L107 |  | 809 | 19495 | SH |  | SOLE |  | 0 | 0 | 19495 |
| Global X MLP ETF | ETF | 37954Y343 |  | 757 | 18325 | SH |  | SOLE |  | 0 | 0 | 18325 |
| Block Inc Class A | COM | 852234103 |  | 690 | 10978 | SH |  | SOLE |  | 0 | 0 | 10978 |
| Schwab US Small Cap ETF | ETF | 808524607 |  | 583 | 14400 | SH |  | SOLE |  | 0 | 0 | 14400 |
| Schwab Emerging Markets Equity ETF | ETF | 808524706 |  | 557 | 23516 | SH |  | SOLE |  | 0 | 0 | 23516 |
| iShares U.S. Preferred Stock ETF | ETF | 464288687 |  | 359 | 11771 | SH |  | SOLE |  | 0 | 0 | 11771 |
| iShares International Sel DIV ETF | ETF | 464288448 |  | 336 | 12373 | SH |  | SOLE |  | 0 | 0 | 12373 |

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