SWF LLC - Portfolio overview

SWF LLC has 12 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. VOO - VANGUARD INDEX FDS, 46.40%
  2. BRKB - BERKSHIRE HATHAWAY INC DEL, 30.23%
  3. IJH - ISHARES TR, 11.53%

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

Explore securities or join Upside Invest to compare portfolios.