Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SWF LLC (CIK 2065728) reported $1.49B across 14 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VOO ($692.9M, 46.36%), BRKB ($292.3M, 19.56%), IJH ($156.9M, 10.50%), IJR ($93.5M, 6.25%), QQQ ($84.0M, 5.62%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $692.9M | 46.36% | 1.0M | Added |
| 2 | BRKB | BERKSHIRE HATHAWAY INC DEL | $292.3M | 19.56% | 584,092 | Hold |
| 3 | IJH | ISHARES TR | $156.9M | 10.50% | 2.0M | Added |
| 4 | IJR | ISHARES TR | $93.5M | 6.25% | 630,311 | Added |
| 5 | QQQ | INVESCO QQQ TR | $84.0M | 5.62% | 114,124 | Added |
| 6 | VTI | VANGUARD INDEX FDS | $69.9M | 4.68% | 188,907 | New |
| 7 | IXUS | ISHARES TR | $39.4M | 2.63% | 412,419 | New |
| 8 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $37.4M | 2.51% | 50 | Hold |
| 9 | IEMG | ISHARES INC | $26.5M | 1.77% | 319,456 | New |
| 10 | DFAI | DIMENSIONAL ETF TRUST | $839,768 | 0.06% | 20,358 | Hold |
| 11 | GOOG | ALPHABET INC | $236,731 | 0.02% | 670 | New |
| 12 | NVDA | NVIDIA CORPORATION | $294,332 | 0.02% | 1,471 | Trimmed |
| 13 | AAPL | APPLE INC | $217,599 | 0.01% | 752 | Trimmed |
| 14 | CMDT | PIMCO ETF TR | $214,475 | 0.01% | 6,993 | Hold |
| 15 | RLY | SSGA ACTIVE ETF TR | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30