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.
SWAN Capital LLC (CIK 1952722) reported $272.0M across 542 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VYMI ($26.6M, 9.79%), VCLT ($20.8M, 7.64%), VNQ ($19.7M, 7.26%), VTIP ($19.1M, 7.02%), VYM ($15.6M, 5.74%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VYMI | VANGUARD WHITEHALL FDS | $26.6M | 9.79% | 282,677 | Trimmed |
| 2 | VCLT | VANGUARD SCOTTSDALE FDS | $20.8M | 7.64% | 277,982 | Trimmed |
| 3 | VNQ | VANGUARD INDEX FDS | $19.7M | 7.26% | 222,529 | Added |
| 4 | VTIP | VANGUARD MALVERN FDS | $19.1M | 7.02% | 382,363 | Added |
| 5 | VYM | VANGUARD WHITEHALL FDS | $15.6M | 5.74% | 105,343 | Added |
| 6 | PFF | ISHARES TR | $15.3M | 5.62% | 504,455 | Added |
| 7 | VIG | VANGUARD SPECIALIZED FUNDS | $15.2M | 5.60% | 70,892 | Added |
| 8 | VDE | VANGUARD WORLD FD | $14.6M | 5.36% | 84,302 | Trimmed |
| 9 | VPU | VANGUARD WORLD FD | $14.6M | 5.35% | 73,440 | Added |
| 10 | VIGI | VANGUARD WHITEHALL FDS | $10.7M | 3.94% | 121,164 | Added |
| 11 | VGT | VANGUARD WORLD FD | $10.3M | 3.78% | 14,724 | Trimmed |
| 12 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $9.3M | 3.41% | 19,363 | Trimmed |
| 13 | VWOB | VANGUARD WHITEHALL FDS | $9.3M | 3.40% | 140,836 | Added |
| 14 | VBK | VANGUARD INDEX FDS | $7.9M | 2.89% | 26,040 | Trimmed |
| 15 | VONG | VANGUARD SCOTTSDALE FDS | $7.6M | 2.78% | 68,990 | Trimmed |
| 16 | VOT | VANGUARD INDEX FDS | $7.5M | 2.76% | 29,164 | Trimmed |
| 17 | VOE | VANGUARD INDEX FDS | $7.2M | 2.63% | 38,826 | Trimmed |
| 18 | VBR | VANGUARD INDEX FDS | $7.0M | 2.58% | 32,338 | Trimmed |
| 19 | VONV | VANGUARD SCOTTSDALE FDS | $5.6M | 2.06% | 59,757 | Trimmed |
| 20 | VSS | VANGUARD INTL EQUITY INDEX F | $4.6M | 1.70% | 31,730 | Trimmed |
| 21 | VCIT | VANGUARD SCOTTSDALE FDS | $4.2M | 1.55% | 50,795 | Trimmed |
| 22 | AAPL | APPLE INC | $3.1M | 1.15% | 12,367 | Trimmed |
| 23 | SO | SOUTHERN CO | $1.8M | 0.65% | 18,377 | Hold |
| 24 | NVDA | NVIDIA CORPORATION | $1.1M | 0.40% | 6,265 | Added |
| 25 | QQQ | INVESCO QQQ TR | $1.0M | 0.38% | 1,773 | Added |
Source: SEC Form 13F filings · as of 2026-03-31