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CIK: 0002065728
Total reported value
$1.5B
$1.5B
11 檔
74.2%
At the close of Q1 2026, Swf LLC disclosed equity holdings valued at approximately $1.5B, spread across 11 reported holdings.
In Q1 2026, Swf LLC displayed an active expansion posture, initiating 2 new positions and adding to 7 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VOO, BRK-B, IJH) accounted for 74.2% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 47.85% | -1.49% | +45.35% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 24.41% | -4.85% | — | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 11.93% | -1.43% | +8.41% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 6.80% | -0.55% | +4.74% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.74% | -0.12% | +8.57% | |
| 6 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 3.13% | -0.62% | — | |
| 7 | DFAI | Dimensional International Co | ETF-Other | 0.07% | -0.01% | +13.62% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 0.02% | — | +7.11% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 0.02% | -0.01% | +3.13% | |
| 10 | CMDT | Pimco Commodity Active Strat | ETF-Commodities | 0.02% | -0.01% | — | |
| 11 | RLY | Ss Multi-asset Real Ret ETF | ETF-Other | 0.02% | -0.02% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +7.8% | +45.35% | Add |
| 2 | DFAI | Dimensional International Co | — | +13.62% | Add |
| 3 | AAPL | Apple Inc | — | +3.13% | Add |
| 4 | NVDA | Nvidia CORP | 0% | +7.11% | Add |
| 5 | IJR | Ishares Core S&p Small-cap E | -0.5% | +4.74% | Add |
| 6 | IJH | Ishares Core S&p Midcap ETF | -0.5% | +8.41% | Add |
| 7 | BRK-A | Berkshire Hathaway Inc-cl A | -0.7% | — | Unchanged |
| 8 | QQQ | Invesco Qqq Trust Series 1 | -0.8% | +8.57% | Add |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | -5.3% | — | Unchanged |
| 10 | CMDT | Pimco Commodity Active Strat | — | NEW | New buy |
| 11 | RLY | Ss Multi-asset Real Ret ETF | — | NEW | New buy |
| 12 | MSFT | Microsoft CORP | — | EXIT | Sold out |
According to official SEC Form 13F filings, Swf LLC reported a total U.S. public equity portfolio value of $1.5B across 11 disclosed positions in Q1 2026.
During Q1 2026, Swf LLC's top holdings by market value included VOO (47.9%)、BRK-B (24.4%)、IJH (11.9%). The largest single position, VOO, represented 47.9% 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.
Top New Position Initiated
CMDT
市值: $225.7K
Top Position Liquidated / Trimmed
MSFT
前期市值: $207.0K
In Q1 2026, Swf LLC made 10 total portfolio adjustments, initiating 2 new buys, adding to 7 positions, trimming 0 holdings, and fully liquidating 1 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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