SWF LLC
- SEC CIK
- 0002065728
- Latest filing
- Aug 13, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed Aug 1, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 5
- +3 vs. Q4 2024
- Portfolio value
- $357.5M
- +$62.4M (+21.1%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 584,092 | $311.1M | 87.0% | +8,105+1.4% | Added | History |
| BRK.ABerkshire Hathaway Inc | CL A | 50 | $39.9M | 11.2% | 00.0% | Unchanged | History |
| Vanguard S&P 500 ETF922908363 | ETF | 6,937 | $3.56M | 1.0% | +6,937 | New | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 33,846 | $1.97M | 0.6% | +33,846 | New | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 9,244 | $966.6K | 0.3% | +9,244 | New | – |