# EDGAR Filing Document

**Accession Number:** 0001731731
**File Stem:** 0001731731-26-000002
**Filing Date:** 2026-4
**Character Count:** 14671
**Document Hash:** 849affdb98f35168bc4f5695723f6a58
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001731731-26-000002.hdr.sgml**: 20260421

**ACCESSION NUMBER**: 0001731731-26-000002

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260421

**DATE AS OF CHANGE**: 20260421

**EFFECTIVENESS DATE**: 20260421

**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:** 26877689

**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:** 03-31-2026

**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  04-21-2026<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:** 112

**Form 13F Information Table Value Total:** $405426688

      (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 |  | 39300783 | 60166 | SH |  | SOLE |  | 0 | 0 | 60166 |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 808524854 |  | 17908485 | 718928 | SH |  | SOLE |  | 0 | 0 | 718928 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 15767935 | 233495 | SH |  | SOLE |  | 0 | 0 | 233495 |
| ETF SER SOLUTIONS | APTUS INT ENH YL | 26922B709 |  | 13472899 | 546125 | SH |  | SOLE |  | 0 | 0 | 546125 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 12827932 | 73550 | SH |  | SOLE |  | 0 | 0 | 73550 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R788 |  | 11017241 | 242031 | SH |  | SOLE |  | 0 | 0 | 242031 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 10254373 | 35660 | SH |  | SOLE |  | 0 | 0 | 35660 |
| ETF SER SOLUTIONS | OPUS SML CP VL | 26922A446 |  | 9115524 | 231124 | SH |  | SOLE |  | 0 | 0 | 231124 |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 92206C771 |  | 8493140 | 180898 | SH |  | SOLE |  | 0 | 0 | 180898 |
| GUARDANT HEALTH INC | COM | 40131M109 |  | 7341617 | 79481 | SH |  | SOLE |  | 0 | 0 | 79481 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 7139327 | 278445 | SH |  | SOLE |  | 0 | 0 | 278445 |
| NATERA INC | COM | 632307104 |  | 5883715 | 29420 | SH |  | SOLE |  | 0 | 0 | 29420 |
| CIENA CORP | COM NEW | 171779309 |  | 5810156 | 14966 | SH |  | SOLE |  | 0 | 0 | 14966 |
| GLOBAL X FDS | US PFD ETF | 37954Y657 |  | 5787744 | 314551 | SH |  | SOLE |  | 0 | 0 | 314551 |
| CORNING INC | COM | 219350105 |  | 5785888 | 42553 | SH |  | SOLE |  | 0 | 0 | 42553 |
| OKTA INC | CL A | 679295105 |  | 5681957 | 72189 | SH |  | SOLE |  | 0 | 0 | 72189 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 5578885 | 103217 | SH |  | SOLE |  | 0 | 0 | 103217 |
| MARVELL TECHNOLOGY INC | COM | 573874104 |  | 5525813 | 55788 | SH |  | SOLE |  | 0 | 0 | 55788 |
| PURECYCLE TECHNOLOGIES INC | COM | 74623V103 |  | 5345070 | 1029879 | SH |  | SOLE |  | 0 | 0 | 1029879 |
| BLOCK INC | CL A | 852234103 |  | 5275888 | 87668 | SH |  | SOLE |  | 0 | 0 | 87668 |
| ETF SER SOLUTIONS | APTUS DEFINED | 26922A388 |  | 5223669 | 191133 | SH |  | SOLE |  | 0 | 0 | 191133 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 4882749 | 197283 | SH |  | SOLE |  | 0 | 0 | 197283 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 4790341 | 28717 | SH |  | SOLE |  | 0 | 0 | 28717 |
| AMBARELLA INC | SHS | G037AX101 |  | 4706728 | 91437 | SH |  | SOLE |  | 0 | 0 | 91437 |
| SELECT SECTOR SPDR TR | STATE STREET ENE | 81369Y506 |  | 4622458 | 75456 | SH |  | SOLE |  | 0 | 0 | 75456 |
| MP MATERIALS CORP | COM CL A | 553368101 |  | 4201814 | 87066 | SH |  | SOLE |  | 0 | 0 | 87066 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 4181803 | 14216 | SH |  | SOLE |  | 0 | 0 | 14216 |
| SNOWFLAKE INC | COM SHS | 833445109 |  | 4149338 | 27512 | SH |  | SOLE |  | 0 | 0 | 27512 |
| DBX ETF TR | XTRACK MSCI EAFE | 233051630 |  | 3982271 | 122872 | SH |  | SOLE |  | 0 | 0 | 122872 |
| MERCADOLIBRE  INC | COM | 58733R102 |  | 3920404 | 2267 | SH |  | SOLE |  | 0 | 0 | 2267 |
| META PLATFORMS INC | CL A | 30303M102 |  | 3812918 | 6664 | SH |  | SOLE |  | 0 | 0 | 6664 |
| TERADYNE INC | COM | 880770102 |  | 3726422 | 12570 | SH |  | SOLE |  | 0 | 0 | 12570 |
| DEXCOM INC | COM | 252131107 |  | 3621216 | 57663 | SH |  | SOLE |  | 0 | 0 | 57663 |
| WALMART INC | COM | 931142103 |  | 3617138 | 29047 | SH |  | SOLE |  | 0 | 0 | 29047 |
| ISHARES TR | ISHS 5-10YR INVT | 464288638 |  | 3575574 | 67185 | SH |  | SOLE |  | 0 | 0 | 67185 |
| ISHARES TR | BROAD USD HIGH | 46435U853 |  | 3573878 | 97011 | SH |  | SOLE |  | 0 | 0 | 97011 |
| WELLS FARGO  CO | COM | 949746101 |  | 3567525 | 44813 | SH |  | SOLE |  | 0 | 0 | 44813 |
| MARATHON PETE CORP | COM | 56585A102 |  | 3554668 | 14558 | SH |  | SOLE |  | 0 | 0 | 14558 |
| SCHWAB STRATEGIC TR | US REIT ETF | 808524847 |  | 3550139 | 165200 | SH |  | SOLE |  | 0 | 0 | 165200 |
| PINTEREST INC | CL A | 72352L106 |  | 3533612 | 192672 | SH |  | SOLE |  | 0 | 0 | 192672 |
| PHILLIPS 66 | COM | 718546104 |  | 3488019 | 19146 | SH |  | SOLE |  | 0 | 0 | 19146 |
| CLOUDFLARE INC | CL A COM | 18915M107 |  | 3485166 | 16890 | SH |  | SOLE |  | 0 | 0 | 16890 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 3436816 | 10168 | SH |  | SOLE |  | 0 | 0 | 10168 |
| UBER TECHNOLOGIES INC | COM | 90353T100 |  | 3282195 | 45630 | SH |  | SOLE |  | 0 | 0 | 45630 |
| RH | COM | 74967X103 |  | 3253719 | 23271 | SH |  | SOLE |  | 0 | 0 | 23271 |
| EATON CORP PLC | SHS | G29183103 |  | 3143421 | 8789 | SH |  | SOLE |  | 0 | 0 | 8789 |
| AMPHENOL CORP | CL A | 032095101 |  | 3112594 | 24586 | SH |  | SOLE |  | 0 | 0 | 24586 |
| SERVICENOW INC | COM | 81762P102 |  | 2965207 | 28362 | SH |  | SOLE |  | 0 | 0 | 28362 |
| GENERAL DYNAMICS CORP | COM | 369550108 |  | 2883469 | 8401 | SH |  | SOLE |  | 0 | 0 | 8401 |
| BLACKROCK INC | COM | 09290D101 |  | 2813672 | 2926 | SH |  | SOLE |  | 0 | 0 | 2926 |
| AMAZON COM INC | COM | 023135106 |  | 2800250 | 13445 | SH |  | SOLE |  | 0 | 0 | 13445 |
| ARISTA NETWORKS INC | COM SHS | 040413205 |  | 2786856 | 22698 | SH |  | SOLE |  | 0 | 0 | 22698 |
| SMURFIT WESTROCK PLC | SHS | G8267P108 |  | 2757538 | 69198 | SH |  | SOLE |  | 0 | 0 | 69198 |
| ABBVIE INC | COM | 00287Y109 |  | 2675112 | 123002 | SH |  | SOLE |  | 0 | 0 | 123002 |
| METLIFE INC | COM | 59156R108 |  | 2661974 | 37641 | SH |  | SOLE |  | 0 | 0 | 37641 |
| ORACLE CORP | COM | 68389X105 |  | 2492326 | 16942 | SH |  | SOLE |  | 0 | 0 | 16942 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 |  | 2483537 | 12525 | SH |  | SOLE |  | 0 | 0 | 12525 |
| GRACO INC | COM | 384109104 |  | 2466197 | 29134 | SH |  | SOLE |  | 0 | 0 | 29134 |
| MERCK  CO INC | COM | 58933Y105 |  | 2359942 | 19481 | SH |  | SOLE |  | 0 | 0 | 19481 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 2359245 | 18018 | SH |  | SOLE |  | 0 | 0 | 18018 |
| CONSOLIDATED EDISON INC | COM | 209115104 |  | 2324555 | 20539 | SH |  | SOLE |  | 0 | 0 | 20539 |
| CAPRI HOLDINGS LIMITED | SHS | G1890L107 |  | 2286506 | 129768 | SH |  | SOLE |  | 0 | 0 | 129768 |
| FIDELITY NATL FINL INC | COM SHS | 31620R303 |  | 2266226 | 48862 | SH |  | SOLE |  | 0 | 0 | 48862 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 2239183 | 21095 | SH |  | SOLE |  | 0 | 0 | 21095 |
| CELSIUS HLDGS INC | COM NEW | 15118V207 |  | 2199752 | 62000 | SH |  | SOLE |  | 0 | 0 | 62000 |
| PFIZER INC | COM | 717081103 |  | 2170840 | 77309 | SH |  | SOLE |  | 0 | 0 | 77309 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 |  | 2166308 | 69971 | SH |  | SOLE |  | 0 | 0 | 69971 |
| CISCO SYS INC | COM | 17275R102 |  | 2132588 | 27485 | SH |  | SOLE |  | 0 | 0 | 27485 |
| ELI LILLY  CO | COM | 532457108 |  | 2117937 | 2303 | SH |  | SOLE |  | 0 | 0 | 2303 |
| ABBOTT LABORATORIES | COM | 002824100 |  | 2097275 | 20427 | SH |  | SOLE |  | 0 | 0 | 20427 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 |  | 2024767 | 17069 | SH |  | SOLE |  | 0 | 0 | 17069 |
| ARGENX SE | SPONSORED ADR | 04016X101 |  | 2015812 | 2760 | SH |  | SOLE |  | 0 | 0 | 2760 |
| DOMINOS PIZZA INC | COM | 25754A201 |  | 2010393 | 5603 | SH |  | SOLE |  | 0 | 0 | 5603 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 |  | 2001234 | 68818 | SH |  | SOLE |  | 0 | 0 | 68818 |
| DISNEY WALT CO | COM | 254687106 |  | 1971864 | 20459 | SH |  | SOLE |  | 0 | 0 | 20459 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 1912487 | 3991 | SH |  | SOLE |  | 0 | 0 | 3991 |
| NIKE INC | CL B | 654106103 |  | 1910862 | 35899 | SH |  | SOLE |  | 0 | 0 | 35899 |
| LAMAR ADVERTISING CO | CL A | 512816109 |  | 1835420 | 14491 | SH |  | SOLE |  | 0 | 0 | 14491 |
| AMERICAN TOWER CORP | COM | 03027X100 |  | 1692969 | 9810 | SH |  | SOLE |  | 0 | 0 | 9810 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 1629968 | 13112 | SH |  | SOLE |  | 0 | 0 | 13112 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 1534797 | 5672 | SH |  | SOLE |  | 0 | 0 | 5672 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R721 |  | 1522339 | 33576 | SH |  | SOLE |  | 0 | 0 | 33576 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 |  | 1511575 | 3943 | SH |  | SOLE |  | 0 | 0 | 3943 |
| ISHARES TR | IBOXX HI YD ETF | 464288513 |  | 1421413 | 17866 | SH |  | SOLE |  | 0 | 0 | 17866 |
| SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 |  | 1401558 | 52670 | SH |  | SOLE |  | 0 | 0 | 52670 |
| VERTEX PHARMACEUTICALS INC | COM | 92532F100 |  | 1148726 | 2573 | SH |  | SOLE |  | 0 | 0 | 2573 |
| MICROSOFT CORP | COM | 594918104 |  | 971678 | 2625 | SH |  | SOLE |  | 0 | 0 | 2625 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 |  | 941139 | 15804 | SH |  | SOLE |  | 0 | 0 | 15804 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 930064 | 30315 | SH |  | SOLE |  | 0 | 0 | 30315 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 |  | 918952 | 10607 | SH |  | SOLE |  | 0 | 0 | 10607 |
| XYLEM INC | COM | 98419M100 |  | 867043 | 7256 | SH |  | SOLE |  | 0 | 0 | 7256 |
| ISHARES TR | MBS ETF | 464288588 |  | 803961 | 8467 | SH |  | SOLE |  | 0 | 0 | 8467 |
| MARINEMAX INC | COM | 567908108 |  | 790612 | 29217 | SH |  | SOLE |  | 0 | 0 | 29217 |
| CITIGROUP INC | COM NEW | 172967424 |  | 789334 | 6960 | SH |  | SOLE |  | 0 | 0 | 6960 |
| APPLE INC | COM | 037833100 |  | 667426 | 2630 | SH |  | SOLE |  | 0 | 0 | 2630 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 631844 | 4266 | SH |  | SOLE |  | 0 | 0 | 4266 |
| ILLINOIS TOOL WKS INC | COM | 452308109 |  | 557841 | 2130 | SH |  | SOLE |  | 0 | 0 | 2130 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A375 |  | 541240 | 16137 | SH |  | SOLE |  | 0 | 0 | 16137 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 510602 | 3010 | SH |  | SOLE |  | 0 | 0 | 3010 |
| ISHARES TR | INTL SEL DIV ETF | 464288448 |  | 456212 | 10719 | SH |  | SOLE |  | 0 | 0 | 10719 |
| TESLA INC | COM | 88160R101 |  | 427884 | 1151 | SH |  | SOLE |  | 0 | 0 | 1151 |
| US BANCORP | COM NEW | 902973304 |  | 423707 | 8066 | SH |  | SOLE |  | 0 | 0 | 8066 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 |  | 418688 | 12707 | SH |  | SOLE |  | 0 | 0 | 12707 |
| AMGEN INC | COM | 031162100 |  | 324231 | 922 | SH |  | SOLE |  | 0 | 0 | 922 |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 |  | 323189 | 3429 | SH |  | SOLE |  | 0 | 0 | 3429 |
| CUMMINS INC | COM | 231021106 |  | 295783 | 550 | SH |  | SOLE |  | 0 | 0 | 550 |
| VISA INC | COM CL A | 92826C839 |  | 280238 | 927 | SH |  | SOLE |  | 0 | 0 | 927 |
| PACER FDS TR | TRENDP US LAR CP | 69374H105 |  | 267935 | 5107 | SH |  | SOLE |  | 0 | 0 | 5107 |
| PACER FDS TR | TRENDPILOT 100 | 69374H303 |  | 256462 | 3515 | SH |  | SOLE |  | 0 | 0 | 3515 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 244854 | 2760 | SH |  | SOLE |  | 0 | 0 | 2760 |
| GLOBAL X FDS | GLBL X MLP ETF | 37954Y343 |  | 221513 | 4112 | SH |  | SOLE |  | 0 | 0 | 4112 |
| INVESCO EXCH TRADED FD TR II | S LOW VOL | 46138E354 |  | 200610 | 2743 | SH |  | SOLE |  | 0 | 0 | 2743 |

---