Basic Stats
Portfolio Value $ 860,902,961
Current Positions 6
Latest Holdings, Performance, AUM (from 13F, 13D)

Swf Llc has disclosed 6 total holdings in their latest SEC filings. Most recent portfolio value is calculated to be $ 860,902,961 USD. Actual Assets Under Management (AUM) is this value plus cash (which is not disclosed). Swf Llc’s top holdings are Vanguard Index Funds - Vanguard S&P 500 ETF (US:VOO) , Berkshire Hathaway Inc. (US:BRK.B) , iShares Trust - iShares Core S&P Mid-Cap ETF (US:IJH) , iShares Trust - iShares Core S&P Small-Cap ETF (US:IJR) , and Berkshire Hathaway Inc. (US:BRK.A) . Swf Llc’s new positions include Dimensional ETF Trust - Dimensional International Core Equity Market ETF (US:DFAI) , .

Swf Llc - Portfolio Value
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Top Increases This Quarter

We use the change in the portfolio allocation because this is the most meaningful metric. Changes can be due to trades or changes in share prices.

Security Shares
(MM)		 Value
(MM$)		 Portfolio % ΔPortfolio %
0.63 358.89 41.6881 40.6909
1.87 115.91 5.6043 5.0519
0.60 65.49 3.1666 2.8963
0.01 0.44 0.0508 0.0508
Top Decreases This Quarter

We use the change in the portfolio allocation because this is the most meaningful metric. Changes can be due to trades or changes in share prices.

Security Shares
(MM)		 Value
(MM$)		 Portfolio % ΔPortfolio %
0.58 283.73 13.7191 -73.2940
0.00 36.44 1.7619 -9.4049
13F and Fund Filings

This form was filed on 2025-08-06 for the reporting period 2025-06-30. Click the link icon to see the full transaction history.

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2022-07-28: Important Note - We have changed the treatment of the Δ Portfolio % column in this table. Previously, we were reporting it as the percent change in the portfolio allocation. We are now reporting it as the raw change in the portfolio allocation (still reported as a percent). In formula terms, we were previously reporting it as 100 * (current allocation - prior allocation ) / prior allocation. We are now reporting it as (current allocation - prior allocation).
Security Type Avg Share Price Shares
(MM)		 ΔShares
(%)		 ΔShares
(%)		 Value
($MM)		 Portfolio
(%)		 ΔPortfolio
(%)
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF 0.63 9,008.01 358.89 9,969.98 41.6881 40.6909
BRK.B / Berkshire Hathaway Inc. 0.58 0.00 283.73 -8.79 13.7191 -73.2940
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF 1.87 5,421.62 115.91 5,771.58 5.6043 5.0519
IJR / iShares Trust - iShares Core S&P Small-Cap ETF 0.60 6,382.52 65.49 6,679.61 3.1666 2.8963
BRK.A / Berkshire Hathaway Inc. 0.00 0.00 36.44 -8.72 1.7619 -9.4049
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF 0.01 0.44 0.0508 0.0508