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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.
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CIK: 0002065728
Total reported value
$1.5B
$1.5B
10 檔
62.7%
According to the latest 13F quarterly dataset, Swf LLC managed an equity portfolio of $1.5B at the end of Q3 2025, spanning 10 distinct U.S. exchange-listed positions.
During Q3 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 62.7% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 39.66% | -1.49% | — | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 30.10% | -4.85% | — | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 12.50% | -1.43% | — | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 7.30% | -0.55% | — | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 6.46% | -0.12% | — | |
| 6 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 3.87% | -0.62% | — | |
| 7 | DFAI | Dimensional International Co | ETF-Other | 0.05% | -0.01% | — | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 0.03% | — | — | |
| 9 | AAPL | Apple Inc | Stock-Tech | 0.02% | -0.01% | — | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 0.02% | — | — |
According to official SEC Form 13F filings, Swf LLC reported a total U.S. public equity portfolio value of $1.5B across 10 disclosed positions in Q3 2025.
During Q3 2025, Swf LLC's top holdings by market value included VOO (39.7%)、BRK-B (30.1%)、IJH (12.5%). The largest single position, VOO, represented 39.7% of total portfolio value.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q3 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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