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 $1.15B across 11 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($548.7M, 47.85%), BRK/B ($279.9M, 24.41%), IJH ($136.8M, 11.93%), IJR ($78.0M, 6.80%), QQQ ($65.8M, 5.74%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $548.7M | 47.85% | 918,327 | Added |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $279.9M | 24.41% | 584,092 | Hold |
| 3 | IJH | ISHARES TR | $136.8M | 11.93% | 2.0M | Added |
| 4 | IJR | ISHARES TR | $78.0M | 6.80% | 627,654 | Added |
| 5 | QQQ | INVESCO QQQ TR | $65.8M | 5.74% | 114,000 | Added |
| 6 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $35.9M | 3.13% | 50 | Hold |
| 7 | DFAI | DIMENSIONAL ETF TRUST | $793,148 | 0.07% | 20,358 | Added |
| 8 | AAPL | APPLE INC | $234,248 | 0.02% | 923 | Added |
| 9 | NVDA | NVIDIA CORPORATION | $262,646 | 0.02% | 1,506 | Added |
| 10 | CMDT | PIMCO ETF TR | $225,664 | 0.02% | 6,993 | New |
| 11 | RLY | SSGA ACTIVE ETF TR | $209,489 | 0.02% | 5,795 | New |
| 12 | MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31