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.
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 |
B BRK-B | 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 |
B BRK-A | BERKSHIRE HATHAWAY INC DEL | 4.23% | $36.4M | 50 | $542625.02 | $728800.00 | -$3.5M |