You're signed outSign in or to get full access.
SWF LLC
SWF LLC is a U.S.-based investment adviser registered with the SEC, serving institutional clients. As of March 31, 2024, SWF LLC held a portfolio valued at roughly $1.7 billion in marketable securities subject to Section 13(f) reporting. While key organizational details such as street address, employee count, and founding year are undisclosed, the firm maintains regulatory filings as required for its activities managing significant securities holdings.
Investment Strategy
SWF LLC manages a diversified portfolio of U.S. exchange-listed securities, including stocks and funds, consistent with the activities of institutional investment managers obligated to file Form 13F. The firm's approach focuses on broad-based equity investment and compliance with regulatory reporting requirements for large-scale holdings. Detailed investment philosophy or focus areas are not public, indicating a likely traditional asset management or generalist institutional approach.
Latest 13F Filing Activity
SWF LLC filed their most recent 13F report on Jun 30, 2025 disclosing 6 equity positions with a total 13F market value of $861M. The fund increased holdings in Vanguard Index FDS, Ishares TR, Ishares TR among other positions. SWF LLC reduced exposure to Berkshire Hathaway Inc. Del, Berkshire Hathaway Inc. Del, Dimensional Etf Trust among others.
Top Holdings
Equity Positions (6)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 41.69% | $358.9M | 631,823 | $567.44 | $568.03 | +$355.3M |
| BERKSHIRE HATHAWAY INC DEL | 32.96% | $283.7M | 584,092 | $255.61 | $485.77 | -$27.3M | |
I IJH | ISHARES TR | 13.46% | $115.9M | 1,868,846 | $61.95 | $62.02 | +$113.9M |
I IJR | ISHARES TR | 7.61% | $65.5M | 599,244 | $109.22 | $109.29 | +$64.5M |
| BERKSHIRE HATHAWAY INC DEL | 4.23% | $36.4M | 50 | $542625.02 | $728800.00 | -$3.5M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more