SWAN Capital LLC

CIK: 0001952722Latest portfolio: $257.1M · Q4 2025

Holdings

513

Total Value

$257.1M

New Positions

73

Closed Positions

48

#StockSharesValue% PortfolioChangeType
1
VYMIVANGUARD WHITEHALL FDS
287,539$25.9M10.06%-2,237
2
VCLTVANGUARD SCOTTSDALE FDS
282,137$21.4M8.32%+20K
3
VNQVANGUARD INDEX FDS
200,514$17.7M6.90%+17K
4
VIGVANGUARD SPECIALIZED FUNDS
59,439$13.1M5.08%+7K
5
VTIPVANGUARD MALVERN FDS
260,105$12.9M5.00%+32K
6
PFFISHARES TR
409,140$12.7M4.93%+51K
7
VGTVANGUARD WORLD FD
16,613$12.5M4.87%-1,977
8
VYMVANGUARD WHITEHALL FDS
86,600$12.4M4.83%+13K
9
VDEVANGUARD WORLD FD
93,608$11.8M4.58%+11K
10
VPUVANGUARD WORLD FD
62,019$11.5M4.46%+6K
11
BRK/BBERKSHIRE HATHAWAY INC DEL
20,988$10.5M4.10%-938
12
VBKVANGUARD INDEX FDS
30,519$9.2M3.59%-1,969
13
VONGVANGUARD SCOTTSDALE FDS
75,155$9.2M3.56%-6,006
14
VIGIVANGUARD WHITEHALL FDS
99,755$9.1M3.55%+10K
15
VOTVANGUARD INDEX FDS
31,979$8.9M3.47%-1,465
16
VOEVANGUARD INDEX FDS
45,826$8.1M3.16%-2,547
17
VBRVANGUARD INDEX FDS
38,020$8.1M3.13%-1,964
18
VWOBVANGUARD WHITEHALL FDS
97,079$6.5M2.55%+14K
19
VONVVANGUARD SCOTTSDALE FDS
70,457$6.5M2.53%-4,247
20
VSSVANGUARD INTL EQUITY INDEX F
37,490$5.4M2.09%-1,511
21
VCITVANGUARD SCOTTSDALE FDS
53,005$4.4M1.73%-737
22
AAPLAPPLE INC
12,633$3.4M1.34%+34
23
SOSOUTHERN CO
18,377$1.6M0.62%-10
24
NVDANVIDIA CORPORATION
4,232$789K0.31%+256
25
AMZNAMAZON COM INC
3,165$730K0.28%+905

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
PFF409K+51K
VTIP260K+32K
VCLT282K+20K
VNQ201K+17K
VWOB97K+14K
VYM87K+13K
VDE94K+11K
VIGI100K+10K
VIG59K+7K
VPU62K+6K

Decreased Positions

NameSharesChange
VONG75K-6006
VONV70K-4247
VOE46K-2547
VYMI288K-2237
VGT17K-1977
VBK31K-1969
VBR38K-1964
KMI4K-1751
VSS37K-1511
VOT32K-1465

Sector Breakdown

Financial Services0.0% ($2.5878214001774313e+214T)
Technology0.0% ($3.434789517283196e+117T)
Consumer Cyclical0.0% ($7.306471921698638e+53T)
Healthcare0.0% ($2.8116516316211072e+51T)
Industrials0.0% ($2.0214976534441245e+49T)
Unknown0.0% ($1.0549335653123182e+43T)
Energy0.0% ($7.101959879662617e+39T)
Basic Materials0.0% ($2.313121098765553e+28T)
Consumer Defensive0.0% ($1.90957671431411e+21T)
Communication Services0.0% ($47015414565491818496.0T)
Utilities0.0% ($1602105542321121.0T)
Real Estate0.0% ($269664.4T)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 12, 2026$257.1M513
Q3 2025Nov 14, 2025$246.6B492
Q2 2025Aug 14, 2025$230.2B480
Q1 2025May 23, 2025$216.5B384
Q4 2024Feb 25, 2025$205.0B381

Fund Information

CIK0001952722
Most Recent FilingFeb 12, 2026
Number of Filings5

SWAN Capital LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $257.1M across 513 holdings. The largest position is VANGUARD WHITEHALL FDS (VYMI), representing 10.1% of the portfolio. Compared to the previous quarter, the fund opened 76 new positions and closed 55 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.