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CIK: 0002065728
Total reported value
$1.5B
$1.5B
6 檔
57.6%
In Q2 2025, Swf LLC's U.S. equity holdings reached a combined market value of $1.5B, distributed across 6 disclosed stock positions.
During Q2 2025, 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 VOO, BRK-B, IJH) accounted for 57.6% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 41.69% | -1.49% | +9008.01% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 32.96% | -4.85% | — | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 13.46% | -1.43% | +5421.62% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 7.61% | -0.55% | +6382.52% | |
| 5 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 4.23% | -0.62% | — | |
| 6 | DFAI | Dimensional International Co | ETF-Other | 0.05% | -0.01% | — |
According to official SEC Form 13F filings, Swf LLC reported a total U.S. public equity portfolio value of $1.5B across 6 disclosed positions in Q2 2025.
During Q2 2025, Swf LLC's top holdings by market value included VOO (41.7%)、BRK-B (33.0%)、IJH (13.5%). The largest single position, VOO, represented 41.7% 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 Q2 2025, 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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