Swf Llc Portfolio Stock Holdings
Swf Llc disclosed 11 stock positions valued at approximately $1.1 billion in its latest SEC 13F filing. The largest holdings include VANGUARD INDEX FDS, BERKSHIRE HATHAWAY INC DEL, and ISHARES TR. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 11
- Portfolio Value
- $1.1B
Holdings by Sector
Swf Llc Portfolio Holdings in Q1 2026
11 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | Other | 47.85% | 918,327 | +286,504 | +45.35% | $548,746,299 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 24.41% | 584,092 | - | - | $279,896,886 |
| ISHARES TR | IJH | Other | 11.93% | 2,026,021 | +157,175 | +8.41% | $136,817,198 |
| ISHARES TR | IJR | Other | 6.80% | 627,654 | +28,410 | +4.74% | $77,967,935 |
| INVESCO QQQ TR | QQQ | Other | 5.74% | 114,000 | +9,000 | +8.57% | $65,798,520 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 3.13% | 50 | - | - | $35,907,000 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 0.07% | 20,358 | +2,440 | +13.62% | $793,148 |
| NVIDIA CORPORATION | NVDA | Technology | 0.02% | 1,506 | +100 | +7.11% | $262,646 |
| APPLE INC | AAPL | Technology | 0.02% | 923 | +28 | +3.13% | $234,248 |
| PIMCO ETF TR | CMDT | Other | 0.02% | 6,993 | +6,993 | +100.00% | $225,664 |
| SSGA ACTIVE ETF TR | RLY | Other | 0.02% | 5,795 | +5,795 | +100.00% | $209,489 |