§ 13F · FUND PROFILE
SWF LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $976M (13F)Positions · 18Turnover · — · Q1Filed · May 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$435K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 693K | $414M | 36.1% | +45% |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 563K | $270M | 23.5% | ±0% |
| 3 | VOO | VANGUARD INDEX FDS | 213K | $127M | 11.1% | — |
| 4 | IJH | ISHARES TR | 1.52M | $103M | 9.0% | +8% |
| 5 | IJR | ISHARES TR | 478K | $59M | 5.2% | +5% |
| 6 | QQQ | INVESCO QQQ TR | 87K | $50M | 4.4% | +9% |
| 7 | BRK/A | BERKSHIRE HATHAWAY INC DEL | 50 | $36M | 3.1% | ±0% |
| 8 | IJH | ISHARES TR | 470K | $32M | 2.8% | — |
| 9 | IJR | ISHARES TR | 141K | $17M | 1.5% | — |
| 10 | QQQ | INVESCO QQQ TR | 27K | $16M | 1.4% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SWF SIGNAL
AC read
SWF LLC is a Other fund managing $976 million in assets. The fund runs a focused portfolio of just 18 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed