SWMG LLC
MOAT icon

SWMG LLC’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

SWMG LLC’s Portfolio MOAT Stock Details MOAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$878K Sell
7,765
-443
-5% -$48.4K 0.19% 43
2026
Q2 		$868K Buy
8,208
+170
+2% +$17.2K 0.2% 41
2026
Q1 		$777K Buy
8,038
+112
+1% +$11.6K 0.22% 44
2025
Q4 		$836K Buy
7,926
+103
+1% +$10.5K 0.23% 46
2025
Q3 		$802K Buy
7,823
+548
+8% +$53.5K 0.24% 49
2025
Q2 		$721K Buy
7,275
+955
+15% +$83.8K 0.24% 56
2025
Q1 		$538K Buy
6,320
+1,318
+26% +$121K 0.21% 74
2024
Q4 		$478K Buy
5,002
+25
+0.5% +$2.41K 0.19% 76
2024
Q3 		$485K Buy
4,977
+167
+3% +$15.3K 0.2% 72
2024
Q2 		$417K Sell
4,810
-32
-0.7% -$2.78K 0.19% 64
2024
Q1 		$435K Sell
4,842
-163
-3% -$14K 0.2% 61
2023
Q4 		$425K Buy
5,005
+403
+9% +$31.3K 0.2% 65
2023
Q3 		$349K Sell
4,602
-106
-2% -$8.44K 0.18% 72
2023
Q2 		$376K Sell
4,708
-657
-12% -$49.5K 0.2% 60
2023
Q1 		$396K Sell
5,365
-295
-5% -$20.9K 0.22% 56
2022
Q4 		$367K Sell
5,660
-5,338
-49% -$346K 0.22% 50
2022
Q3 		$660K Buy
+10,998
New +$740K 0.43% 37
2022
Q1 		$983K Buy
13,164
+2,439
+23% +$180K 0.54% 30
2021
Q4 		$816K Buy
10,725
+2,651
+33% +$201K 0.43% 39
2021
Q3 		$591K Buy
8,074
+1,715
+27% +$129K 0.34% 47
2021
Q2 		$471K Buy
6,359
+1,128
+22% +$82.1K 0.28% 47
2021
Q1 		$362K Sell
5,231
-128
-2% -$8.44K 0.25% 46
2020
Q4 		$334K Buy
+5,359
New +$316K 0.24% 48

Other funds holding MOAT

Southern Farm Bureau Life Insurance
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return
Verde Capital Management
Verde Capital Management Clarkston, Michigan $573M AUM 14.44% 1-Year Est. Return
Harbor Group
Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return
Regatta Capital Group
Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return
Provenance Wealth Advisors
Provenance Wealth Advisors Fort Lauderdale, Florida $1.69B AUM 11.53% 1-Year Est. Return
Whitaker-Myers Wealth Managers
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
G2 Capital Management
G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Buttonwood Financial Advisors
Buttonwood Financial Advisors Baltimore, Maryland $331M AUM 17.52% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

SWMG LLC's MOAT Position: Q3 2026 in Review

SWMG LLC reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 5.4% in Q3 2026, selling an estimated $48.4K and leaving 7,765 shares worth $878K. The position accounts for 0.19% of the portfolio, ranked #43.

SWMG LLC first reported a position in MOAT in Q4 2020 and has held it in 23 quarters since. The position peaked at $983K in Q1 2022. 303 funds tracked by Wall St. Rank hold MOAT as of Q3 2026.

  • SWMG LLC held 7,765 shares of VanEck Morningstar Wide Moat ETF worth $878K as of Q3 2026.
  • SWMG LLC sold 443 VanEck Morningstar Wide Moat ETF shares in Q3 2026, an estimated $48.4K.
  • VanEck Morningstar Wide Moat ETF made up 0.19% of SWMG LLC's portfolio in Q3 2026, its #43 holding.
  • SWMG LLC first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2020 and has held it in 23 quarters since.
  • SWMG LLC's VanEck Morningstar Wide Moat ETF position peaked at $983K in Q1 2022.
  • 303 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2026.

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