Swan Capital LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $230 Billion distributed in 480 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Whitehall Fds Intl Hi with a value of $22.5B, Vanguard Lg Trm Corp Bd ETF with a value of $18.6B, Vanguard Information Technolog with a value of $18B, Vanguard Specialized Funds Van with a value of $13.8B, and Berkshire Hathaway Inc Class B with a value of $13.2B.
Examining the 13F form we can see an increase of $13.7B in the current position value, from $217B to 230B.
Swan Capital LLC is based out at Pensacola, FL
Below you can find more details about Swan Capital LLC portfolio as well as his latest detailed transactions.
Portfolio value
$230 Billion
ETFs: $202 Billion
Financial Services: $13.7 Billion
Technology: $5.43 Billion
Consumer Cyclical: $1.85 Billion
Utilities: $1.83 Billion
Communication Services: $1.01 Billion
Healthcare: $1.01 Billion
Energy: $928 Million
Other: $1.45 Billion
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
