What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
CIK: 0002065728
Total reported value
$1.5B
$1.5B
2 檔
19.7%
According to the latest 13F quarterly dataset, Swf LLC managed an equity portfolio of $1.5B at the end of Q4 2024, spanning 2 distinct U.S. exchange-listed positions.
During Q4 2024, Swf LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including BRK-B, BRK-A) accounted for 19.7% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 88.46% | -4.85% | — | |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 11.54% | -0.62% | — |
According to official SEC Form 13F filings, Swf LLC reported a total U.S. public equity portfolio value of $1.5B across 2 disclosed positions in Q4 2024.
During Q4 2024, Swf LLC's top holdings by market value included BRK-B (88.5%)、BRK-A (11.5%). The largest single position, BRK-B, represented 88.5% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q4 2024, Swf LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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