SWAN Capital LLC Q2 2025 Filing

Filed August 14, 2025

Portfolio Value

$230.2B

Holdings

480

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (480 positions)

#StockSharesValue% PortfolioType
1
VYMIVANGUARD WHITEHALL FDS
281,261$22.5B9.79%
2
VCLTVANGUARD SCOTTSDALE FDS
245,377$18.6B8.09%
3
VGTVANGUARD WORLD FD
27,088$18.0B7.80%
4
VNQVANGUARD INDEX FDS
155,335$13.8B6.01%
5
BRK/BBERKSHIRE HATHAWAY INC DEL
27,111$13.2B5.72%
6
VONGVANGUARD SCOTTSDALE FDS
119,907$13.1B5.69%
7
VOTVANGUARD INDEX FDS
45,147$12.8B5.58%
8
VBKVANGUARD INDEX FDS
44,947$12.4B5.41%
9
VOEVANGUARD INDEX FDS
63,528$10.4B4.54%
10
VBRVANGUARD INDEX FDS
53,552$10.4B4.54%
11
VONVVANGUARD SCOTTSDALE FDS
98,612$8.4B3.65%
12
VSSVANGUARD INTL EQUITY INDEX F
55,392$7.4B3.23%
13
VIGVANGUARD SPECIALIZED FUNDS
32,767$6.7B2.91%
14
VTIPVANGUARD MALVERN FDS
131,982$6.6B2.88%
15
PFFISHARES TR
212,323$6.5B2.83%
16
VCITVANGUARD SCOTTSDALE FDS
75,684$6.3B2.73%
17
VYMVANGUARD WHITEHALL FDS
45,377$6.0B2.63%
18
VPUVANGUARD WORLD FD
33,565$5.9B2.57%
19
VDEVANGUARD WORLD FD
49,670$5.9B2.57%
20
VIGIVANGUARD WHITEHALL FDS
53,626$4.8B2.10%
21
VWOBVANGUARD WHITEHALL FDS
51,465$3.4B1.46%
22
AAPLAPPLE INC
12,932$2.7B1.15%
23
SOSOUTHERN CO
18,525$1.7B0.74%
24
NVDANVIDIA CORPORATION
4,614$729.0M0.32%
25
MCDMCDONALDS CORP
2,215$647.2M0.28%
26
MSFTMICROSOFT CORP
1,075$534.6M0.23%
27
VTIVANGUARD INDEX FDS
1,713$520.6M0.23%
28
AMZNAMAZON COM INC
2,259$495.6M0.22%
29
VOOVANGUARD INDEX FDS
812$461.2M0.20%
30
VEUVANGUARD INTL EQUITY INDEX F
5,212$350.4M0.15%
31
MSIMOTOROLA SOLUTIONS INC
819$344.4M0.15%
32
XOMEXXON MOBIL CORP
3,149$339.5M0.15%
33
TAT&T INC
11,484$332.3M0.14%
34
CVXCHEVRON CORP NEW
2,076$297.3M0.13%
35
NTNXNUTANIX INC
3,792$289.9M0.13%
36
GOOGALPHABET INC
1,595$283.0M0.12%
37
PFEPFIZER INC
11,367$275.5M0.12%
38
BLKBLACKROCK INC
226$237.1M0.10%
39
WMTWALMART INC
2,200$215.1M0.09%
40
HDHOME DEPOT INC
585$214.4M0.09%
41
FERGFERGUSON ENTERPRISES INC
793$172.7M0.07%
42
METAMETA PLATFORMS INC
233$172.0M0.07%
43
GEGE AEROSPACE
659$169.6M0.07%
44
VGKVANGUARD INTL EQUITY INDEX F
1,827$141.6M0.06%
45
LLYELI LILLY & CO
153$119.3M0.05%
46
FDXFEDEX CORP
518$117.7M0.05%
47
JNJJOHNSON & JOHNSON
746$114.0M0.05%
48
TSLATESLA INC
344$109.3M0.05%
49
MNKDMANNKIND CORP
28,850$107.9M0.05%
50
CAGCONAGRA BRANDS INC
5,262$107.7M0.05%
51
EXASEXACT SCIENCES CORP
2,000$106.3M0.05%
52
LWLAMB WESTON HLDGS INC
1,825$94.6M0.04%
53
VBVANGUARD INDEX FDS
394$93.4M0.04%
54
CAHCARDINAL HEALTH INC
535$89.9M0.04%
55
GEVGE VERNOVA INC
162$85.7M0.04%
56
BACVERIZON COMMUNICATIONS INC
1,930$83.5M0.04%
57
VOVANGUARD INDEX FDS
295$82.4M0.04%
58
LOWLOWES COS INC
371$82.3M0.04%
59
BABOEING CO
387$81.1M0.04%
60
GSGOLDMAN SACHS GROUP INC
110$77.9M0.03%
61
AMDADVANCED MICRO DEVICES INC
543$77.1M0.03%
62
PLTRPALANTIR TECHNOLOGIES INC
550$75.0M0.03%
63
MAMASTERCARD INCORPORATED
131$73.6M0.03%
64
MPCMARATHON PETE CORP
406$67.4M0.03%
65
KOCOCA COLA CO
900$63.7M0.03%
66
FISFIDELITY NATL INFORMATION SV
739$60.2M0.03%
67
CRMSALESFORCE INC
205$55.9M0.02%
68
KMIKINDER MORGAN INC DEL
1,877$55.2M0.02%
69
COSTCOSTCO WHSL CORP NEW
55$54.4M0.02%
70
SNOWSNOWFLAKE INC
235$52.6M0.02%
71
DDOMINION ENERGY INC
922$52.1M0.02%
72
AIC3 AI INC
2,100$51.6M0.02%
73
SLVISHARES SILVER TR
1,555$51.0M0.02%
74
VXUSVANGUARD STAR FDS
728$50.3M0.02%
75
ROKUROKU INC
543$47.7M0.02%
76
WYNNWYNN RESORTS LTD
501$46.9M0.02%
77
UPSUNITED PARCEL SERVICE INC
464$46.8M0.02%
78
JPMJPMORGAN CHASE & CO.
155$44.9M0.02%
79
UISUNISYS CORP
9,414$42.6M0.02%
80
LUVSOUTHWEST AIRLS CO
1,300$42.2M0.02%
81
IEFISHARES TR
435$41.7M0.02%
82
RHRH
215$40.6M0.02%
83
AFLAFLAC INC
375$39.5M0.02%
84
PHYS/USPROTT PHYSICAL GOLD TR
1,451$36.8M0.02%
85
MRKMERCK & CO INC
451$35.7M0.02%
86
GBTCGRAYSCALE BITCOIN TRUST ETF
411$34.9M0.02%
87
SHOPSHOPIFY INC
300$34.6M0.02%
88
CATCATERPILLAR INC
88$34.2M0.01%
89
HPEHEWLETT PACKARD ENTERPRISE C
1,614$33.0M0.01%
90
PANWPALO ALTO NETWORKS INC
160$32.7M0.01%
91
ORCLORACLE CORP
149$32.6M0.01%
92
INTCINTEL CORP
1,309$29.3M0.01%
93
ABTABBOTT LABS
208$28.3M0.01%
94
ADBEADOBE INC
72$27.9M0.01%
95
AFRMAFFIRM HLDGS INC
400$27.7M0.01%
96
MUMICRON TECHNOLOGY INC
224$27.6M0.01%
97
PVHPVH CORPORATION
400$27.4M0.01%
98
APDAIR PRODS & CHEMS INC
96$27.1M0.01%
99
TSMTAIWAN SEMICONDUCTOR MFG LTD
118$26.7M0.01%
100
BNDVANGUARD BD INDEX FDS
354$26.1M0.01%
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