SWF LLC
CIK 0002065728 · OMAHA, NE · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.49B
2026 Q2
Positions
14
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
99.9%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
VOO
VANGUARD INDEX FDS
46.4%
BRK-B
BERKSHIRE HATHAWAY INC DEL
19.6%
IJH
ISHARES TR
10.5%
IJR
ISHARES TR
6.3%
QQQ
INVESCO QQQ TR
5.6%
VTI
VANGUARD INDEX FDS
4.7%
IXUS
ISHARES TR
2.6%
BRK-A
BERKSHIRE HATHAWAY INC DEL
2.5%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.