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 96.71% of SWF's stock portfolio.
  • Added to shares of these 9 stocks: VOO (+$171M), IJH (+$11M), QQQ (+$5.2M), IJR, CMDT, RLY, DFAI, NVDA, AAPL.
  • Started 2 new stock positions in RLY, CMDT.
  • Reduced shares in these 1 stock: MSFT.
  • Sold out of its position in MSFT.
  • SWF was a net buyer of stock by $191M.
  • SWF has $1.1B in assets under management (AUM), dropping by 15.60%.
  • Central Index Key (CIK): 0002065728

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Portfolio Holdings for SWF

SWF holds 11 positions in its portfolio as reported in the March 2026 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) 48.0 $549M +45% 918k 597.55
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 24.5 $280M 584k 479.20
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Ishares Tr Core S&p Mcp Etf (IJH) 12.0 $137M +8% 2.0M 67.53
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Ishares Tr Core S&p Scp Etf (IJR) 6.5 $74M +4% 628k 118.28
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Invesco Qqq Tr Unit Ser 1 (QQQ) 5.8 $66M +8% 114k 577.18
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Berkshire Hathaway Inc Del Cl A (BRK.A) 3.1 $36M 50.00 718140.00
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.1 $793k +13% 20k 38.96
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NVIDIA Corporation (NVDA) 0.0 $263k +7% 1.5k 174.40
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Apple (AAPL) 0.0 $234k +3% 923.00 253.79
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Pimco Etf Tr Commodity Strat (CMDT) 0.0 $226k NEW 7.0k 32.27
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Ssga Active Etf Tr State Street Mul (RLY) 0.0 $210k NEW 5.8k 36.15
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Past Filings by SWF

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

View all past filings