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CIK: 0002065728
Total reported value
$1.5B
$1.5B
10 檔
63.5%
During the Q4 2025 filing period, Swf LLC (CIK: 0002065728) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.5B across 10 reported positions.
In Q4 2025, Swf LLC displayed an active expansion posture, initiating 0 new positions and adding to 1 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 40.07% | -1.49% | — | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 29.69% | -4.85% | — | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 12.47% | -1.43% | — | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 7.28% | -0.55% | — | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 6.52% | -0.12% | — | |
| 6 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 3.82% | -0.62% | — | |
| 7 | DFAI | Dimensional International Co | ETF-Other | 0.07% | -0.01% | +41.76% | |
| 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% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +0.4% | — | Unchanged |
| 2 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | — | Unchanged |
| 3 | DFAI | Dimensional International Co | 0% | +41.76% | Add |
| 4 | AAPL | Apple Inc | — | — | Unchanged |
| 5 | MSFT | Microsoft CORP | — | — | Unchanged |
| 6 | NVDA | Nvidia CORP | — | — | Unchanged |
| 7 | IJR | Ishares Core S&p Small-cap E | 0% | — | Unchanged |
| 8 | IJH | Ishares Core S&p Midcap ETF | 0% | — | Unchanged |
| 9 | BRK-A | Berkshire Hathaway Inc-cl A | -0.1% | — | Unchanged |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | -0.4% | — | Unchanged |
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 Q4 2025.
During Q4 2025, Swf LLC's top holdings by market value included VOO (40.1%)、BRK-B (29.7%)、IJH (12.5%). The largest single position, VOO, represented 40.1% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, BRK-B, IJH) accounted for 63.5% of total reported equity market value during Q4 2025.
In Q4 2025, Swf LLC made 1 total portfolio adjustments, initiating 0 new buys, adding to 1 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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