SWF LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 6, 2025), SWF LLC reported 10 stock positions worth $975.7 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 39.7% of the portfolio, followed by Berkshire Hathaway Class B (BRK.B, 30.1%) and iShares Core S&P Midcap ETF (IJH, 12.5%). Compared with Q2 2025, it opened 4 new positions. The biggest buy was a new position in Invesco QQQ Trust Series 1 (QQQ).
- Most Recent 13F
- Q2 2026
- Location
- OMAHA, NE
- CIK
- 0002065728
- Portfolio Value
- $975.7M (Q3 2025)
- SEC Filing
- 0000900440-25-000308 ↗ filed Nov 6, 2025
Holdings Value
Holdings 10 stocks · $975.7M
| VOO Vanguard S&P 500 ETF | 39.66% | 631,823 | $386.9M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 30.10% | 584,092 | $293.6M | No change |
| IJH iShares Core S&P Midcap ETF | 12.50% | 1,868,846 | $122.0M | No change |
| IJR iShares Core S&P Small-Cap E | 7.30% | 599,244 | $71.2M | No change |
| QQQ Invesco QQQ Trust Series 1 | 6.46% | 105,000 | $63.0M | New |
| BRK.A Berkshire Hathaway Inc. Class A | 3.87% | 50 | $37.7M | No change |
| DFAI Dimensional International Co. | 0.05% | 12,640 | $459K | No change |
| NVDA Nvidia Corp. | 0.03% | 1,406 | $262K | New |
| AAPL Apple Inc. | 0.02% | 895 | $228K | New |
| MSFT Microsoft Corp. | 0.02% | 428 | $222K | New |
Portfolio Sells Q2 2025 → Q3 2025
| None this quarter. | |||
Portfolio Buys Q2 2025 → Q3 2025
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 14 | $1.5B | VOO, BRK.B, IJH, IJR, QQQ |
| Q1 2026 | 11 | $1.1B | VOO, BRK.B, IJH, IJR, QQQ |
| Q4 2025 | 10 | $988.8M | VOO, BRK.B, IJH, IJR, QQQ |
| Q3 2025 | 10 | $975.7M | VOO, BRK.B, IJH, IJR, QQQ |
| Q2 2025 | 6 | $860.9M | VOO, BRK.B, IJH, IJR, BRK.A |
| Q1 2025 | 5 | $357.5M | BRK.B, BRK.A, VOO, IJH, IJR |
| Q4 2024 | 2 | $295.1M | BRK.B, BRK.A |
| Q3 2024 | 2 | $299.7M | BRK.B, BRK.A |
| Q2 2024 | 2 | $264.9M | BRK.B, BRK.A |
| Q1 2024 | 2 | $273.9M | BRK.B, BRK.A |