SWAN Capital LLC Q3 2025 Filing

Filed November 14, 2025

Portfolio Value

$246.6B

Holdings

492

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (492 positions)

#StockSharesValue% PortfolioType
1
VYMIVANGUARD WHITEHALL FDS
289,776$24.5B9.95%
2
VCLTVANGUARD SCOTTSDALE FDS
262,264$20.4B8.26%
3
VNQVANGUARD INDEX FDS
183,162$16.7B6.79%
4
VGTVANGUARD WORLD FD
18,590$13.9B5.63%
5
VTIPVANGUARD MALVERN FDS
227,734$11.5B4.67%
6
VIGVANGUARD SPECIALIZED FUNDS
52,889$11.4B4.63%
7
PFFISHARES TR
357,859$11.3B4.59%
8
BRK/BBERKSHIRE HATHAWAY INC DEL
21,926$11.0B4.47%
9
VPUVANGUARD WORLD FD
56,180$10.6B4.31%
10
VDEVANGUARD WORLD FD
82,624$10.4B4.22%
11
VYMVANGUARD WHITEHALL FDS
73,614$10.4B4.21%
12
VOTVANGUARD INDEX FDS
33,444$9.8B3.98%
13
VONGVANGUARD SCOTTSDALE FDS
81,161$9.8B3.97%
14
VBKVANGUARD INDEX FDS
32,488$9.7B3.92%
15
VOEVANGUARD INDEX FDS
48,373$8.4B3.42%
16
VBRVANGUARD INDEX FDS
39,984$8.3B3.38%
17
VIGIVANGUARD WHITEHALL FDS
89,590$8.0B3.25%
18
VONVVANGUARD SCOTTSDALE FDS
74,704$6.7B2.71%
19
VSSVANGUARD INTL EQUITY INDEX F
39,001$5.6B2.25%
20
VWOBVANGUARD WHITEHALL FDS
82,834$5.5B2.25%
21
VCITVANGUARD SCOTTSDALE FDS
53,742$4.5B1.83%
22
AAPLAPPLE INC
12,599$3.2B1.30%
23
SOSOUTHERN CO
18,387$1.7B0.71%
24
NVDANVIDIA CORPORATION
3,976$741.8M0.30%
25
MCDMCDONALDS CORP
2,117$643.3M0.26%
26
MSFTMICROSOFT CORP
1,097$568.1M0.23%
27
VTIVANGUARD INDEX FDS
1,661$545.1M0.22%
28
VOOVANGUARD INDEX FDS
812$497.3M0.20%
29
AMZNAMAZON COM INC
2,260$496.2M0.20%
30
XOMEXXON MOBIL CORP
3,542$399.3M0.16%
31
VEUVANGUARD INTL EQUITY INDEX F
5,220$372.6M0.15%
32
GOOGALPHABET INC
1,500$365.3M0.15%
33
MSIMOTOROLA SOLUTIONS INC
737$337.0M0.14%
34
PFEPFIZER INC
11,369$289.7M0.12%
35
NTNXNUTANIX INC
3,792$282.1M0.11%
36
METAMETA PLATFORMS INC
359$263.6M0.11%
37
BLKBLACKROCK INC
221$257.7M0.10%
38
HDHOME DEPOT INC
550$222.9M0.09%
39
GEGE AEROSPACE
659$198.2M0.08%
40
CVXCHEVRON CORP NEW
1,157$179.7M0.07%
41
WMTWALMART INC
1,707$175.9M0.07%
42
TSLATESLA INC
378$168.1M0.07%
43
TAT&T INC
5,869$165.7M0.07%
44
MNKDMANNKIND CORP
28,850$154.9M0.06%
45
KMIKINDER MORGAN INC DEL
5,340$151.2M0.06%
46
VGKVANGUARD INTL EQUITY INDEX F
1,827$145.8M0.06%
47
GOOGLALPHABET INC
518$125.9M0.05%
48
FDXFEDEX CORP
518$122.2M0.05%
49
LLYELI LILLY & CO
155$118.3M0.05%
50
LWLAMB WESTON HLDGS INC
1,825$106.0M0.04%
51
OKEONEOK INC NEW
1,414$103.2M0.04%
52
VBVANGUARD INDEX FDS
394$100.2M0.04%
53
GEVGE VERNOVA INC
162$99.6M0.04%
54
PLTRPALANTIR TECHNOLOGIES INC
544$99.2M0.04%
55
JNJJOHNSON & JOHNSON
532$98.6M0.04%
56
ENBENBRIDGE INC
1,922$97.0M0.04%
57
CAGCONAGRA BRANDS INC
5,262$96.3M0.04%
58
VVISA INC
267$91.1M0.04%
59
LOWLOWES COS INC
358$90.0M0.04%
60
EXASEXACT SCIENCES CORP
1,600$87.5M0.04%
61
VOVANGUARD INDEX FDS
295$86.5M0.04%
62
CAHCARDINAL HEALTH INC
535$84.0M0.03%
63
GSGOLDMAN SACHS GROUP INC
103$82.0M0.03%
64
AMDADVANCED MICRO DEVICES INC
491$79.4M0.03%
65
MPCMARATHON PETE CORP
406$78.3M0.03%
66
BABOEING CO
353$76.2M0.03%
67
BACVERIZON COMMUNICATIONS INC
1,724$75.8M0.03%
68
MAMASTERCARD INCORPORATED
125$71.1M0.03%
69
SLVISHARES SILVER TR
1,555$65.9M0.03%
70
IBITISHARES BITCOIN TRUST ETF
1,000$65.0M0.03%
71
KOCOCA COLA CO
951$63.1M0.03%
72
SPYSPDR S&P 500 ETF TR
92$61.5M0.02%
73
DYHTARGET CORP
674$60.5M0.02%
74
DDOMINION ENERGY INC
922$56.4M0.02%
75
ROKUROKU INC
543$54.4M0.02%
76
FISFIDELITY NATL INFORMATION SV
739$48.7M0.02%
77
CRMSALESFORCE INC
202$47.9M0.02%
78
JPMJPMORGAN CHASE & CO.
151$47.5M0.02%
79
MRKMERCK & CO INC
557$46.8M0.02%
80
COSTCOSTCO WHSL CORP NEW
50$46.3M0.02%
81
SHOPSHOPIFY INC
300$44.6M0.02%
82
RHRH
215$43.7M0.02%
83
ORCLORACLE CORP
150$42.2M0.02%
84
AFLAFLAC INC
375$41.9M0.02%
85
LUVSOUTHWEST AIRLS CO
1,300$41.5M0.02%
86
MUMICRON TECHNOLOGY INC
247$41.3M0.02%
87
INTCINTEL CORP
1,226$41.1M0.02%
88
HPEHEWLETT PACKARD ENTERPRISE C
1,614$39.6M0.02%
89
TRPTC ENERGY CORP
728$39.6M0.02%
90
UPSUNITED PARCEL SERVICE INC
472$39.4M0.02%
91
TSMTAIWAN SEMICONDUCTOR MFG LTD
137$38.3M0.02%
92
GBTCGRAYSCALE BITCOIN TRUST ETF
411$36.9M0.01%
93
UISUNISYS CORP
9,414$36.7M0.01%
94
AIC3 AI INC
2,100$36.4M0.01%
95
ADBEADOBE INC
103$36.3M0.01%
96
CATCATERPILLAR INC
73$34.8M0.01%
97
VFCV F CORP
2,336$33.7M0.01%
98
PVHPVH CORPORATION
400$33.5M0.01%
99
PANWPALO ALTO NETWORKS INC
160$32.6M0.01%
100
DALDELTA AIR LINES INC DEL
558$31.7M0.01%
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