SWF LLC Long-Term Concentrated

CIK: 0002065728 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Aug 1, 2025

Total Value ($000): $357,504 (100.0% shares, 0.0% debt)

Holdings (5)

BRK/B BERKSHIRE HATHAWAY INC DEL 87.0%

Value ($000) $311,076 Shares 584,092 Est. Cost $251.68 Unrealized +93.2%

BRK/A BERKSHIRE HATHAWAY INC DEL 11.2%

Value ($000) $39,922 Shares 50 Est. Cost $533852.10 Unrealized +36.6%

VOO VANGUARD INDEX FDS 1.0%

Value ($000) $3,565 Shares 6,937 Est. Cost $513.91 Unrealized —

IJH ISHARES TR 0.6%

Value ($000) $1,975 Shares 33,846 Est. Cost $58.35 Unrealized —

IJR ISHARES TR 0.3%

Value ($000) $967 Shares 9,244 Est. Cost $104.57 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
BRK/B	BERKSHIRE HATHAWAY INC DEL	584,092	$311,076	87.0%	$251.68	+93.2%	CL B NEW	084670702
BRK/A	BERKSHIRE HATHAWAY INC DEL	50	$39,922	11.2%	$533852.10	+36.6%	CL A	084670108
VOO	VANGUARD INDEX FDS	6,937	$3,565	1.0%	$513.91	—	S&P 500 ETF SHS	922908363
IJH	ISHARES TR	33,846	$1,975	0.6%	$58.35	—	CORE S&P MCP ETF	464287507
IJR	ISHARES TR	9,244	$967	0.3%	$104.57	—	CORE S&P SCP ETF	464287804