SWAN Capital LLC Q4 2025 Filing

Filed February 12, 2026

Portfolio Value

$257.1M

Holdings

513

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (513 positions)

#StockSharesValue% PortfolioType
1
VYMIVANGUARD WHITEHALL FDS
287,539$25.9M10.06%
2
VCLTVANGUARD SCOTTSDALE FDS
282,137$21.4M8.32%
3
VNQVANGUARD INDEX FDS
200,514$17.7M6.90%
4
VIGVANGUARD SPECIALIZED FUNDS
59,439$13.1M5.08%
5
VTIPVANGUARD MALVERN FDS
260,105$12.9M5.00%
6
PFFISHARES TR
409,140$12.7M4.93%
7
VGTVANGUARD WORLD FD
16,613$12.5M4.87%
8
VYMVANGUARD WHITEHALL FDS
86,600$12.4M4.83%
9
VDEVANGUARD WORLD FD
93,608$11.8M4.58%
10
VPUVANGUARD WORLD FD
62,019$11.5M4.46%
11
BRK/BBERKSHIRE HATHAWAY INC DEL
20,988$10.5M4.10%
12
VBKVANGUARD INDEX FDS
30,519$9.2M3.59%
13
VONGVANGUARD SCOTTSDALE FDS
75,155$9.2M3.56%
14
VIGIVANGUARD WHITEHALL FDS
99,755$9.1M3.55%
15
VOTVANGUARD INDEX FDS
31,979$8.9M3.47%
16
VOEVANGUARD INDEX FDS
45,826$8.1M3.16%
17
VBRVANGUARD INDEX FDS
38,020$8.1M3.13%
18
VWOBVANGUARD WHITEHALL FDS
97,079$6.5M2.55%
19
VONVVANGUARD SCOTTSDALE FDS
70,457$6.5M2.53%
20
VSSVANGUARD INTL EQUITY INDEX F
37,490$5.4M2.09%
21
VCITVANGUARD SCOTTSDALE FDS
53,005$4.4M1.73%
22
AAPLAPPLE INC
12,633$3.4M1.34%
23
SOSOUTHERN CO
18,377$1.6M0.62%
24
NVDANVIDIA CORPORATION
4,232$789K0.31%
25
AMZNAMAZON COM INC
3,165$730K0.28%
26
XOMEXXON MOBIL CORP
5,905$710K0.28%
27
MCDMCDONALDS CORP
2,117$647K0.25%
28
VTIVANGUARD INDEX FDS
1,661$556K0.22%
29
MSFTMICROSOFT CORP
1,070$517K0.20%
30
VOOVANGUARD INDEX FDS
812$509K0.20%
31
GOOGALPHABET INC
1,500$470K0.18%
32
VEUVANGUARD INTL EQUITY INDEX F
5,212$383K0.15%
33
NDQINVESCO QQQ TR
546$335K0.13%
34
MSIMOTOROLA SOLUTIONS INC
740$283K0.11%
35
PFEPFIZER INC
11,319$281K0.11%
36
BLKBLACKROCK INC
221$236K0.09%
37
GEGE AEROSPACE
659$202K0.08%
38
NTNXNUTANIX INC
3,792$196K0.08%
39
CVXCHEVRON CORP NEW
1,282$195K0.08%
40
HDHOME DEPOT INC
559$192K0.07%
41
WMTWALMART INC
1,707$190K0.07%
42
TSLATESLA INC
378$169K0.07%
43
LLYELI LILLY & CO
154$165K0.06%
44
MNKDMANNKIND CORP
28,850$163K0.06%
45
EXASEXACT SCIENCES CORP
1,600$162K0.06%
46
METAMETA PLATFORMS INC
234$154K0.06%
47
VGKVANGUARD INTL EQUITY INDEX F
1,827$152K0.06%
48
FDXFEDEX CORP
518$149K0.06%
49
TAT&T INC
5,869$145K0.06%
50
SOXXISHARES TR
468$140K0.05%
51
PLTRPALANTIR TECHNOLOGIES INC
724$128K0.05%
52
AMDADVANCED MICRO DEVICES INC
591$126K0.05%
53
JNJJOHNSON & JOHNSON
532$110K0.04%
54
GEVGE VERNOVA INC
162$105K0.04%
55
VBVANGUARD INDEX FDS
394$101K0.04%
56
KMIKINDER MORGAN INC DEL
3,589$98K0.04%
57
CAGCONAGRA BRANDS INC
5,514$95K0.04%
58
GSGOLDMAN SACHS GROUP INC
103$90K0.03%
59
LOWLOWES COS INC
358$86K0.03%
60
VOVANGUARD INDEX FDS
297$86K0.03%
61
MAMASTERCARD INCORPORATED
150$85K0.03%
62
SMHVANECK ETF TRUST
236$84K0.03%
63
OKEONEOK INC NEW
1,080$79K0.03%
64
MUMICRON TECHNOLOGY INC
271$77K0.03%
65
LWLAMB WESTON HLDGS INC
1,825$76K0.03%
66
BABOEING CO
353$76K0.03%
67
KOCOCA COLA CO
1,018$71K0.03%
68
BACVERIZON COMMUNICATIONS INC
1,755$71K0.03%
69
CAHCARDINAL HEALTH INC
339$69K0.03%
70
IBITISHARES BITCOIN TRUST ETF
1,394$69K0.03%
71
TSMTAIWAN SEMICONDUCTOR MFG LTD
227$68K0.03%
72
MPCMARATHON PETE CORP
406$66K0.03%
73
DYHTARGET CORP
674$65K0.03%
74
ROKUROKU INC
602$65K0.03%
75
SPYSPDR S&P 500 ETF TR
92$62K0.02%
76
SCHGSCHWAB STRATEGIC TR
1,852$60K0.02%
77
MRKMERCK & CO INC
573$60K0.02%
78
CRMSALESFORCE INC
210$55K0.02%
79
DDOMINION ENERGY INC
922$54K0.02%
80
LUVSOUTHWEST AIRLS CO
1,300$53K0.02%
81
GOOGLALPHABET INC
158$49K0.02%
82
FISFIDELITY NATL INFORMATION SV
739$49K0.02%
83
SHOPSHOPIFY INC
300$48K0.02%
84
JPMJPMORGAN CHASE & CO.
151$48K0.02%
85
UPSUNITED PARCEL SERVICE INC
450$44K0.02%
86
INTCINTEL CORP
1,216$44K0.02%
87
COSTCOSTCO WHSL CORP NEW
50$43K0.02%
88
CATCATERPILLAR INC
73$41K0.02%
89
AFLAFLAC INC
375$41K0.02%
90
SPYMSPDR SERIES TRUST
508$40K0.02%
91
RHRH
215$38K0.01%
92
ABTABBOTT LABS
300$37K0.01%
93
ADBEADOBE INC
103$36K0.01%
94
HPEHEWLETT PACKARD ENTERPRISE C
1,418$34K0.01%
95
GBTCGRAYSCALE BITCOIN TRUST ETF
511$34K0.01%
96
SLVISHARES SILVER TR
507$32K0.01%
97
PHYS/USPROTT ASSET MANAGEMENT LP
951$31K0.01%
98
UISUNISYS CORP
11,000$30K0.01%
99
RWLINVESCO EXCH TRADED FD TR II
258$29K0.01%
100
UBERUBER TECHNOLOGIES INC
365$29K0.01%
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