StockDriftsStockDriftsTop 14 Swf LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 46.36% | 1.01M | $692.9M | +9.86%(+90.55K) | $568.51(+25.36%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 19.56% | 584.1K | $292.3M | +0.00%(+0) | $250.47(+100.16%) | 2026-06-30 | |
| IJH | ISHARES TR | 10.5% | 2.04M | $156.9M | +0.45%(+9.07K) | $60.68(+29.44%) | 2026-06-30 | |
| IJR | ISHARES TR | 6.25% | 630.3K | $93.5M | +0.42%(+2.66K) | $107.52(+39.47%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 5.62% | 114.1K | $84.0M | +0.11%(+124) | $577.64(+26.81%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 4.68% | 188.9K | $69.9M | new | $340.86(+12.47%) | 2026-06-30 | |
| IXUS | ISHARES TR | 2.63% | 412.4K | $39.4M | new | $89.59(+9.90%) | 2026-06-30 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 2.51% | 50 | $37.4M | +0.00%(+0) | $537051.00(+39.17%) | 2026-06-30 | |
| IEMG | ISHARES INC | 1.77% | 319.5K | $26.5M | new | $75.08(+10.06%) | 2026-06-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 0.06% | 20.4K | $840K | +0.00%(+0) | $34.78(+24.63%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.98% | +68.42% | +14.67% | +98.26% |
| Top 20 Holdings Unweighted | +25.29% | +96.68% | +9.52% | +57.58% |
Swf LLC reports $1.49B in US-listed equity holdings across 14 positions in its most recent 13F filing. Its largest disclosed positions are VOO (46.4%), BRK.B (19.6%) and IJH (10.5%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +68.42% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Swf LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2065728). View Swf LLC’s 13F filings on SEC