SWMG LLC
BLCR icon

SWMG LLC’s BlackRock Large Cap Core ETF BLCR Stock Holding History

SWMG LLC’s Portfolio BLCR Stock Details BLCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$11.6M Buy
239,766
+61,124
+34% +$3.01M 2.54% 11
2026
Q2 		$8.9M Buy
178,642
+31,220
+21% +$1.5M 2.1% 15
2026
Q1 		$6.05M Buy
+147,422
New +$6.31M 1.73% 17

Other funds holding BLCR

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Ascent Group
Ascent Group Virginia Beach, Virginia $3.34B AUM 20.18% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Market Street Wealth Management Advisors
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return
Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return
Sharkey, Howes & Javer
Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return

SWMG LLC's BLCR Position: Q3 2026 in Review

SWMG LLC increased its BlackRock Large Cap Core ETF (BLCR) stake by 34% in Q3 2026, buying an estimated $3.01M and bringing the position to 239,766 shares worth $11.6M. The position accounts for 2.54% of the portfolio, ranked #11.

SWMG LLC first reported a position in BLCR in Q1 2026 and has held it in 3 quarters since. 201 funds tracked by Wall St. Rank hold BLCR as of Q3 2026.

  • SWMG LLC held 239,766 shares of BlackRock Large Cap Core ETF worth $11.6M as of Q3 2026.
  • SWMG LLC bought 61,124 BlackRock Large Cap Core ETF shares in Q3 2026, an estimated $3.01M.
  • BlackRock Large Cap Core ETF made up 2.54% of SWMG LLC's portfolio in Q3 2026, its #11 holding.
  • SWMG LLC first reported a position in BlackRock Large Cap Core ETF in Q1 2026 and has held it in 3 quarters since.
  • 201 funds tracked by Wall St. Rank held BlackRock Large Cap Core ETF as of Q3 2026.

Based on SWMG LLC's 13F filing for Q3 2026, filed 23 Oct 2026.