SWF

Latest statistics and disclosures from SWF's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VOO, BRK.B, IJH, IJR, QQQ, and represent 96.04% of SWF's stock portfolio.
  • Added to shares of these 1 stock: DFAI.
  • SWF was a net buyer of stock by $201k.
  • SWF has $989M in assets under management (AUM), dropping by 1.35%.
  • Central Index Key (CIK): 0002065728

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Portfolio Holdings for SWF

SWF holds 10 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 40.1 $396M 632k 627.13
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 29.7 $294M 584k 502.65
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Ishares Tr Core S&p Mcp Etf (IJH) 12.5 $123M 1.9M 66.00
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Ishares Tr Core S&p Scp Etf (IJR) 7.3 $72M 599k 120.18
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Invesco Qqq Tr Unit Ser 1 (QQQ) 6.5 $65M 105k 614.31
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Berkshire Hathaway Inc Del Cl A (BRK.A) 3.8 $38M 50.00 754800.00
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.1 $683k +41% 18k 38.11
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NVIDIA Corporation (NVDA) 0.0 $262k 1.4k 186.50
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Apple (AAPL) 0.0 $243k 895.00 271.86
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Microsoft Corporation (MSFT) 0.0 $207k 428.00 483.62
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Past Filings by SWF

SEC 13F filings are viewable for SWF going back to 2025

View all past filings