SWAN Capital LLC - Portfolio overview

SWAN Capital LLC has 635 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. VYMI - VANGUARD WHITEHALL FDS, 9.77%
2. VCLT - VANGUARD SCOTTSDALE FDS, 7.62%
3. VNQ - VANGUARD INDEX FDS, 7.24%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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