Swisher Financial Concepts, Inc.

RIA/Wealth

Swisher Financial Concepts, Inc. is a RIA/Wealth based in Columbus, MS led by Zachary Allen Kountz, reporting $257.5M in AUM as of Q3 2025 with 62% ETF concentration and 56% concentrated in top 10 holdings.

PresidentZachary Allen Kountz

Portfolio Value: $166.8M
Positions: 88
Top Holding: VTI at 8.87%
Last Reported: Q3 2025

Address2980 North Frontage Road, Columbus, MS, 39701, United States

Top Holdings

Largest long holdings in Swisher Financial Concepts, Inc.'s portfolio (56.3% of total portfolio)

See all holdings

GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard Total Stock Market VTI	ETF ETF	$14.8M	8.87%	+$1.9M Bought	— 45.1K shares	Q1 2024 Held for 1y 8m
2 Vanguard Total International Stock VXUS	ETF ETF	$12.8M	7.65%	+$1.9M Bought	— 173.6K shares	Q4 2023 Held for 1y 11m
3 AbbVie ABBV	Drug Manufacturers - General Healthcare	$12.0M	7.20%	-$45.8K Sold	0.00% 51.9K shares	Q4 2023 Held for 1y 11m
4 CGDV Capital Group Dividend Value CGDV	ETF ETF	$11.0M	6.62%	-$1.3M Sold	— 262.6K shares	Q4 2023 Held for 1y 11m
5 iShares MSCI USA Equal Weighted ETF EUSA	ETF ETF	$8.3M	4.97%	+$1.2M Bought	— 80.6K shares	Q1 2025 Held for 8 months
6 Capital Group Growth CGGR	ETF ETF	$8.0M	4.77%	+$585.9K Bought	— 181.1K shares	Q3 2024 Held for 1y 2m
7 Abbott ABT	Medical - Devices Healthcare	$6.9M	4.13%	-$13.4K Sold	0.00% 51.4K shares	Q4 2023 Held for 1y 11m
8 Capital Group Dividend Growers CGDG	ETF ETF	$6.8M	4.07%	+$1.2M Bought	— 195.7K shares	Q1 2025 Held for 8 months
9 Vanguard Total Bond Market BND	ETF ETF	$6.8M	4.05%	+$1.0M Bought	— 90.9K shares	Q1 2025 Held for 8 months
10 Apple AAPL	Consumer Electronics Technology	$6.6M	3.94%	-$117.6K Sold	0.00% 25.8K shares	Q4 2023 Held for 1y 11m

See all holdings

GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Swisher Financial Concepts, Inc.'s latest filing

See all changes

GthenC

Market Value

$166.8M

Prior: $154.9M

Q/Q Change

+7.69%

+$11.9M

Net Flows % of MV

+0.186%

Turnover Ratio

6.72%

New Purchases

3 stocks

$1.4M

Added To

24 stocks

+$9.8M

Sold Out Of

7 stocks

$1.7M

Reduced Holdings

47 stocks

-$9.1M

Increased Positions

Position	Shares Δ	Change
1 IAU iShares Gold Trust IAU	New	0 → 13.1K +$950.3K
2 Oracle ORCL	New	0 → 775.0 +$217.9K
3 Capital Group Core Bond CGCB	New	0 → 7.7K +$205.4K
4 Broadcom Inc. AVGO	+78.24%	3.0K → 5.3K +$768.7K
5 Costco Wholesale COST	+36.45%	535.0 → 730.0 +$180.5K

Decreased Positions

Position	Shares Δ	Change
1 iShares MSCI Emerging Markets Small-Cap EEMS	Sold	5.8K → 0 −$378.1K
2 JPLD JPMorgan Limited Duration Bond JPLD	Sold	5.6K → 0 −$292.1K
3 PSR Invesco Active U.S. Real Estate Fund PSR	Sold	2.4K → 0 −$215.3K
4 Global X U.S. Infrastructure Development PAVE	Sold	4.9K → 0 −$214.3K
5 Walt Disney DIS	Sold	1.7K → 0 −$212.6K

See all changes

GthenC

Analytics

Portfolio insights and performance metrics for Swisher Financial Concepts, Inc.

View analytics

GthenA

Sector Allocation

ETF

61.80%

Healthcare

12.70%

Technology

9.90%

Consumer Defensive

3.10%

Consumer Cyclical

2.80%

Energy

1.80%

Financial Services

1.70%

Communication Services

1.50%

Industrials

1.40%

Utilities

0.90%

Market Cap Distribution

Mega Cap (> $200B)

32.07%

Large Cap ($10B - $200B)

3.45%

Small Cap ($300M - $2B)

0.02%

N/A (ETF or Unknown)

64.46%

Portfolio Concentration

Top 10 Holdings %

56.26%

Top 20 Holdings %

78.87%

Top 50 Holdings %

93.09%

Top 100 Holdings %

100.0%