0001986042-23-000015.txt : 20230817 0001986042-23-000015.hdr.sgml : 20230817 20230817143348 ACCESSION NUMBER: 0001986042-23-000015 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230817 DATE AS OF CHANGE: 20230817 EFFECTIVENESS DATE: 20230817 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/A SEC ACT: 1934 Act SEC FILE NUMBER: 028-18639 FILM NUMBER: 231181347 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 13F-HR/A 1 primary_doc.xml X0202 13F-HR/A LIVE false false false 0001731731 XXXXXXXX 06-30-2023 06-30-2023 true 2 RESTATEMENT SWS Partners

985 NORTH HIGH STREET SUITE 220 COLUMBUS OH 43201

13F HOLDINGS REPORT 028-18639 000281838 801-107254 N Chris Payne (513) 399-8091 Sarah Schmidt Covington KY 08-17-2023 0 113 277237837 false INFORMATION TABLE 2 new.xml iShares Core SP 500 ETF COM 464287200 17446752 39144 SH SOLE 0 0 0 39144 Schwab International Equity ETF COM 808524805 15856868 444793 SH SOLE 0 0 0 444793 Schwab US Large Cap ETF COM 808524201 10154380 193897 SH SOLE 0 0 0 193897 Schwab Intermediate Term US TRS ETF COM 808524854 7946195 161246 SH SOLE 0 0 0 161246 iShares Core SP Mid Cap ETF COM 464287507 7060082 27000 SH SOLE 0 0 0 27000 SPDR SP 500 High Dividend ETF COM 78468R788 6937938 187107 SH SOLE 0 0 0 187107 Purecycle Technologies Inc COM 74623V103 5487235 514068 SH SOLE 0 0 0 514068 Ambarella Inc COM G037AX101 4636631 55488 SH SOLE 0 0 0 55488 iShares Core SP Small Cap ETF COM 464287804 4618465 46347 SH SOLE 0 0 0 46347 Uber Technologies Inc COM 90353T100 4358940 101124 SH SOLE 0 0 0 101124 Alphabet Inc. 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