SWF LLC
CIK: 0002065728SEC EDGAR →
Portfolio Value
$988.8M
Holdings
10
As of
Q4 2025
New Positions
10
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 631,823 | $396.2M | 40.07% |
| 2 | BERKSHIRE HATHAWAY INC DEL | 584,092 | $293.6M | 29.69% |
| 3 | ISHARES TR | 1,868,846 | $123.3M | 12.47% |
| 4 | ISHARES TR | 599,244 | $72.0M | 7.28% |
| 5 | INVESCO QQQ TR | 105,000 | $64.5M | 6.52% |
| 6 | BERKSHIRE HATHAWAY INC DEL | 50 | $37.7M | 3.82% |
| 7 | DIMENSIONAL ETF TRUST | 17,918 | $682K | 0.07% |
| 8 | NVIDIA CORPORATION | 1,406 | $262K | 0.03% |
| 9 | APPLE INC | 895 | $243K | 0.02% |
| 10 | MICROSOFT CORP | 428 | $206K | 0.02% |
Quarterly Changes
Top Sells
No sells this quarter
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 4 | $592.3M | 59.9% |
| Unknown | 3 | $395.8M | 40.0% |
| Technology | 3 | $711K | 0.1% |