Ground Swell Capital, LLC

FOLLY BEACH, SC · CIK 1534450 · 13F filing filed 2026-08-05

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyFolly Beach, SC

$92.6m reported value +82.7% vs Q1 2026

145positions

76.6%in top 10

134 new 8 added 3 reduced 111 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR CORE S&P500 ETF IVV	IVV	45,595	$34.1m36.88%	36.88%	New
2	SPACE EXPLORATION TECHN CORP CLASS A COM STK SPCX	SPCX	85,000	$14.5m15.69%	15.69%	New
3	ISHARES TR RUSSELL 2000 ETF IWM	IWM	39,841	$12.0m12.93%	12.93%	New
4	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	1,653	$3.3m3.55%	3.55%	New
5	CEREBRAS SYSTEMS INC COM CL A CBRS	CBRS	8,896	$2.0m2.12%	2.12%	New
6	ENTEGRIS INC COM ENTG	ENTG	7,003	$1.3m1.36%	1.36%	Added +2.9k	+2,921 71.6%
7	MARVELL TECHNOLOGY INC COM MRVL	MRVL	3,817	$1.1m1.23%	1.23%	New
8	LUMENTUM HLDGS INC COM LITE	LITE	1,104	$947.3k1.02%	1.02%	New
9	BLACKROCK ETF TRUST ISHARES US EQUIT DYNF	DYNF	12,219	$831.0k0.90%	0.90%	New
10	ISHARES TR RUS 1000 VAL ETF IWD	IWD	3,419	$828.9k0.90%	0.90%	New
11	TESLA INC COM TSLA	TSLA	1,603	$674.2k0.73%	0.73%	Added +76	+76 5.0%
12	MKS INC. COM MKSI	MKSI	1,392	$619.2k0.67%	0.67%	New
13	ENPHASE ENERGY INC COM ENPH	ENPH	12,024	$592.1k0.64%	0.64%	New
14	CENTRAIS ELET BRAS SA SPON ADS PF CL C AXICY	AXICY	54,818	$578.3k0.62%	0.62%	Added +29.8k	+29,796 119.1%
15	LAM RESEARCH CORP COM NEW LRCX	LRCX	1,312	$568.5k0.61%	0.61%	New
16	VANGUARD INDEX FDS VALUE ETF VTV	VTV	2,498	$544.4k0.59%	0.59%	New
17	NEXTERA ENERGY INC UNIT 06/01/2027 NEE 7.299 06.01.27	NEE 7.299 06.01.27	9,228	$490.4k0.53%	0.53%	New
18	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	9,931	$481.0k0.52%	0.52%	New
19	ISHARES TR MSCI EAFE ETF EFA	EFA	4,616	$479.5k0.52%	0.52%	New
20	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	15,359	$444.8k0.48%	0.48%	New
21	INTERACTIVE BROKERS GROUP IN COM CL A IBKR	IBKR	5,026	$437.5k0.47%	0.47%	New
22	ISHARES TR PFD AND INCM SEC PFF	PFF	14,216	$433.4k0.47%	0.47%	Added +6.7k	+6,707 89.3%
23	PROSHARES TR ULTRAPRO QQQ TQQQ	TQQQ	5,191	$420.5k0.45%	0.45%	New
24	ORUKA THERAPEUTICS INC COM ORKA	ORKA	4,320	$411.1k0.44%	0.44%	New
25	HEWLETT PACKARD ENTERPRISE C 7.625 MAND CONV HPE 7.625 09.01.27	HPE 7.625 09.01.27	3,432	$396.9k0.43%	0.43%	New
26	MONOLITHIC PWR SYS INC COM MPWR	MPWR	286	$395.4k0.43%	0.43%	New
27	EASTERN BANKSHARES INC COM EBC	EBC	17,729	$394.3k0.43%	0.43%	New
28	ISHARES INC MSCI WORLD ETF URTH	URTH	1,925	$390.1k0.42%	0.42%	New
29	LATTICE SEMICONDUCTOR CORP COM LSCC	LSCC	2,434	$372.3k0.40%	0.40%	Reduced -747	-747 -23.5%
30	GENTEX CORP COM GNTX	GNTX	14,383	$363.5k0.39%	0.39%	New
31	ALLEGRO MICROSYSTEMS INC COM ALGM	ALGM	5,197	$361.8k0.39%	0.39%	New
32	AXSOME THERAPEUTICS INC COM AXSM	AXSM	1,475	$361.0k0.39%	0.39%	New
33	CG ONCOLOGY INC COM CGON	CGON	4,765	$338.6k0.37%	0.37%	New
34	CINCINNATI FINL CORP COM CINF	CINF	1,818	$336.6k0.36%	0.36%	New
35	ISHARES TR MBS ETF MBB	MBB	3,400	$321.4k0.35%	0.35%	New
36	APPFOLIO INC COM CL A APPF	APPF	1,942	$311.4k0.34%	0.34%	New
37	GRAINGER W W INC COM GWW	GWW	227	$308.8k0.33%	0.33%	New
38	URBAN OUTFITTERS INC COM URBN	URBN	4,235	$300.1k0.32%	0.32%	New
39	DIREXION SHARES ETF TRUST DLY MU BULL 2X MUU	MUU	286	$299.9k0.32%	0.32%	New
40	NEXTERA ENERGY INC UNIT 11/01/2027 NEE 7.234 11.01.27	NEE 7.234 11.01.27	5,885	$292.5k0.32%	0.32%	New
41	EQUINIX INC COM EQIX	EQIX	269	$280.4k0.30%	0.30%	New
42	CAMPBELL SOUP CO COM CPB	CPB	12,190	$271.5k0.29%	0.29%	New
43	MACOM TECH SOLUTIONS HLDGS I COM MTSI	MTSI	712	$270.8k0.29%	0.29%	New
44	CONSTRUCTION PARTNERS INC COM CL A ROAD	ROAD	2,194	$260.6k0.28%	0.28%	New
45	ISHARES TR U.S. TECH ETF IYW	IYW	1,001	$252.5k0.27%	0.27%	New
46	VANGUARD INDEX FDS MID CAP ETF VO	VO	3,122	$251.5k0.27%	0.27%	New
47	GRAYSCALE ETHEREUM MINI TR E SHS NEW ETH	ETH	16,591	$249.4k0.27%	0.27%	New
48	EAGLEROCK LD LLC CL A SHS REP LTD EROK	EROK	11,623	$247.0k0.27%	0.27%	New
49	AXIS CAP HLDGS LTD SHS AXS	AXS	2,275	$244.4k0.26%	0.26%	New
50	APPIAN CORP CL A APPN	APPN	10,603	$242.8k0.26%	0.26%	New
51	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	1,942	$241.7k0.26%	0.26%	New
52	JIADE LIMITED CL A ORD SHS JDZG	JDZG	4,819	$240.9k0.26%	0.26%	New
53	VICTORIAS SECRET AND CO COMMON STOCK VSXY	VSXY	2,877	$240.2k0.26%	0.26%	New
54	DOLLAR GEN CORP NEW COM DG	DG	2,054	$236.4k0.26%	0.26%	New
55	FIRST TR NASDAQ 100 TECH IND SHS QTEC	QTEC	691	$231.3k0.25%	0.25%	New
56	BOWLERO CORP CL A COM LUCK	LUCK	30,438	$227.7k0.25%	0.25%	New
57	AVIS BUDGET GROUP COM CAR	CAR	1,534	$226.8k0.24%	0.24%	New
58	WESCO INTL INC COM WCC	WCC	654	$225.9k0.24%	0.24%	New
59	WILLIAMS SONOMA INC COM WSM	WSM	959	$223.5k0.24%	0.24%	New
60	ISHARES TR EAFE SML CP ETF SCZ	SCZ	2,715	$223.4k0.24%	0.24%	New
61	WYNDHAM HOTELS & RESORTS INC COM WH	WH	2,558	$215.4k0.23%	0.23%	New
62	TETRA TECH INC NEW COM TTEK	TTEK	7,451	$215.3k0.23%	0.23%	New
63	DECKERS OUTDOOR CORP COM DECK	DECK	2,123	$210.8k0.23%	0.23%	New
64	PROSHARES TR PSHS ULTRA QQQ QLD	QLD	2,171	$210.1k0.23%	0.23%	New
65	DEUTSCHE BANK A G NAMEN AKT DB	DB	6,174	$208.4k0.23%	0.23%	New
66	TOPBUILD CORP COM BLD	BLD	584	$207.0k0.22%	0.22%	New
67	OMNICOM GROUP INC COM OMC	OMC	2,824	$205.7k0.22%	0.22%	New
68	VITA COCO CO INC COM COCO	COCO	3,050	$201.7k0.22%	0.22%	New
69	GRANITESHARES ETF TR YIELDBOOST COIN COYY	COYY	10,639	$191.2k0.21%	0.21%	New
70	LUNAI BIOWORKS INC COM SHS LNAI	LNAI	53,211	$174.0k0.19%	0.19%	New
71	TALON CAP CORP UNIT 08/27/2030 TLNCU	TLNCU	13,813	$144.9k0.16%	0.16%	Added +769	+769 5.9%
72	DIAMONDROCK HOSPITALITY CO COM DRH	DRH	11,739	$143.0k0.15%	0.15%	New
73	ALLIANCEBERNSTEIN NATL MUN I COM AFB	AFB	10,485	$119.6k0.13%	0.13%	New
74	C3 AI INC CL A AI	AI	11,237	$102.1k0.11%	0.11%	New
75	SKILLSOFT CORP CL A SKIL	SKIL	19,017	$98.5k0.11%	0.11%	New
76	ONECONSTRUCTION GROUP LTD SHS ONEG	ONEG	79,586	$94.7k0.10%	0.10%	New
77	SELECTQUOTE INC COM SLQT	SLQT	88,903	$74.8k0.08%	0.08%	New
78	GETTY IMAGES HOLDINGS INC CL A COM GETYQ	GETYQ	67,366	$57.9k0.06%	0.06%	New
79	CIA ENERGETICA DE MINAS GERA SP ADR N-V PFD CIG	CIG	26,288	$55.2k0.06%	0.06%	New
80	TIDAL TRUST II DEFI DA RKLB ETF DEFI DA RKLB ETF		20,362	$51.3k0.06%	0.06%	New
81	INVENTIVA SA ADS IVA	IVA	12,803	$48.4k0.05%	0.05%	New
82	LUMENT FINANCE TRUST INC COM COM		50,321	$46.3k0.05%	0.05%	New
83	THEMES ETF TR LEVERAGE SHS 2X CRMG	CRMG	11,336	$46.3k0.05%	0.05%	New
84	GERDAU SA SPON ADR REP PFD GGB	GGB	11,002	$44.4k0.05%	0.05%	New
85	SITE CTRS CORP COM SITC	SITC	10,857	$43.1k0.05%	0.05%	New
86	NORTHERN DYNASTY MINERALS LT COM NEW NAK	NAK	20,100	$38.6k0.04%	0.04%	New
87	CLIPPER RLTY INC COM CLPR	CLPR	13,784	$37.5k0.04%	0.04%	New
88	MYOMO INC COM NEW MYO	MYO	34,874	$36.3k0.04%	0.04%	New
89	MDXHEALTH SA SHS NEW MDXH	MDXH	88,114	$36.2k0.04%	0.04%	New
90	TRUMP MEDIA & TECHNOLOGY GRO *W EXP 03/25/202 DJTWW	DJTWW	10,017	$32.0k0.03%	0.03%	New
91	FRANKLIN STR PPTYS CORP COM FSP	FSP	60,653	$31.2k0.03%	0.03%	New
92	NERDY INC CL A COM PACE	PACE	31,618	$29.0k0.03%	0.03%	New
93	FUSEMACHINES INC COM SHS FUSE	FUSE	26,869	$28.2k0.03%	0.03%	New
94	PS INTL GROUP LTD ORD SHS NEW PSIG	PSIG	21,846	$27.7k0.03%	0.03%	New
95	CANOPY GROWTH CORP COM NEW CGC	CGC	28,181	$26.8k0.03%	0.03%	New
96	GENENTA SCIENCE S P A SPONSORED ADS GNTA	GNTA	14,374	$26.4k0.03%	0.03%	New
97	DOUGLAS ELLIMAN INC COM DOUG	DOUG	13,685	$24.2k0.03%	0.03%	New
98	SOLUNA HOLDINGS INC COM NEW SLNH	SLNH	17,874	$24.1k0.03%	0.03%	New
99	SOS LIMITED ORD SHS CL A SOS	SOS	22,184	$22.2k0.02%	0.02%	New
100	DINGDONG CAYMAN LTD ADS DDL	DDL	11,475	$22.1k0.02%	0.02%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
VANGUARD INDEX FDS VOO	VOO	29,813	$17.8m29.8k shares
INVESCO QQQ TR QQQ	QQQ	3,057	$1.8m3.1k shares
VANECK ETF TRUST PPH	PPH	15,445	$1.6m15.4k shares
NVIDIA CORPORATION NVDA	NVDA	8,922	$1.6m8.9k shares
APPLE INC AAPL	AAPL	6,010	$1.5m6.0k shares
ISHARES TR SOXX	SOXX	3,261	$1.1m3.3k shares
DUOLINGO INC DUOL	DUOL	10,000	$985.7k10.0k shares
SPDR DOW JONES INDL AVERAGE DIA	DIA	2,049	$949.1k2.0k shares
ISHARES TR TLT	TLT	10,065	$872.5k10.1k shares
EVERGY INC EVRG	EVRG	9,741	$798.0k9.7k shares
CHARTER COMMUNICATIONS INC N CHTR	CHTR	3,646	$787.1k3.6k shares
SPDR S&P MIDCAP 400 ETF TR MDY	MDY	1,241	$765.4k1.2k shares
META PLATFORMS INC META	META	1,283	$734.0k1.3k shares
INTUITIVE SURGICAL INC ISRG	ISRG	1,588	$732.1k1.6k shares
SANDISK CORP SNDK	SNDK	1,129	$717.3k1.1k shares
ADVANCED MICRO DEVICES INC AMD	AMD	2,970	$604.2k3.0k shares
RYANAIR HOLDINGS PLC RYAAY	RYAAY	10,178	$588.3k10.2k shares
IONIS PHARMACEUTICALS INC IONS	IONS	7,285	$547.0k7.3k shares
NOVA LTD NVMI	NVMI	1,226	$532.4k1.2k shares
ORACLE CORP ORCL 6.5 01.15.29 D	ORCL 6.5 01.15.29 D	11,772	$529.9k11.8k shares
NEUROCRINE BIOSCIENCES INC NBIX	NBIX	3,767	$496.3k3.8k shares
TERADYNE INC TER	TER	1,599	$474.0k1.6k shares
WHIRLPOOL CORP WHR 8.5 02.15.29 A	WHR 8.5 02.15.29 A	11,096	$454.4k11.1k shares
ISHARES TR TIP	TIP	4,108	$453.4k4.1k shares
ASTERA LABS INC ALAB	ALAB	4,023	$440.9k4.0k shares