The Analysis of SWF LLC's Holdings & P&L

Currently, SWF LLC holds 11 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in N/A (+286.5K shares, valued at $171.2M), IJH (+157.2K shares, valued at $10.6M), N/A (+9.0K shares, valued at $5.2M); initiated new positions in CMDT (+7.0K shares, valued at $225.7K), RLY (+5.8K shares, valued at $209.5K).

1M P&L

+3.9M+1.54%

3M P&L

+5.2M+2.08%

HY P&L

+27.6M+12.00%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A233.8M

99.7%

2Semiconductors262.2K

0.1%

3Consumer Electronics243.3K

0.1%

Top Industries by Stock Count

1N/A4 stocks

57.1%

2Consumer Electronics1 stocks

14.3%

3Software - Infrastructure1 stocks

14.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS918.3K shares45.35%2026-03-312026-05-14

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL584.1K shares0.00%2026-03-312026-05-14

IJH ISHARES TR2.0M shares8.41%2026-03-312026-05-14

IJR ISHARES TR627.7K shares4.74%2026-03-312026-05-14

INVESCO QQQ TR INVESCO QQQ TR114.0K shares8.57%2026-03-312026-05-14

BRK.A BERKSHIRE HATHAWAY INC DEL50 shares0.00%2026-03-312026-05-14

DFAI DIMENSIONAL ETF TRUST20.4K shares13.62%2026-03-312026-05-14

NVDA NVIDIA CORPORATION1.5K shares7.11%2026-03-312026-05-14

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AAPL APPLE INC923 shares3.13%2026-03-312026-05-14

CMDT PIMCO ETF TR7.0K sharesnew addition2026-03-312026-05-14

RLY SSGA ACTIVE ETF TR5.8K sharesnew addition2026-03-312026-05-14

VANGUARD INDEX FDS

45.35%

Shares918.3K

Event2026-03-31

Filed2026-05-14

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares584.1K

Event2026-03-31

Filed2026-05-14

IJH

ISHARES TR

8.41%

Shares2.0M

Event2026-03-31

Filed2026-05-14

IJR

ISHARES TR

4.74%

Shares627.7K

Event2026-03-31

Filed2026-05-14

INVESCO QQQ TR

8.57%

Shares114.0K

Event2026-03-31

Filed2026-05-14

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares50

Event2026-03-31

Filed2026-05-14

DFAI

DIMENSIONAL ETF TRUST

13.62%

Shares20.4K

Event2026-03-31

Filed2026-05-14

NVDA

NVIDIA CORPORATION

7.11%

Shares1.5K

Event2026-03-31

Filed2026-05-14

AAPL

APPLE INC

3.13%

Shares923

Event2026-03-31

Filed2026-05-14

CMDT

PIMCO ETF TR

New

Shares7.0K

Event2026-03-31

Filed2026-05-14

RLY

SSGA ACTIVE ETF TR

New

Shares5.8K

Event2026-03-31

Filed2026-05-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available

SWF LLC Institutional Holdings, Portfolio & P&L — TradeFomo