SWF LLC Long-Term Concentrated

CIK: 0002065728 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 6, 2025

Total Value ($000): $860,903 (100.0% shares, 0.0% debt)

Holdings (6)

VOO VANGUARD INDEX FDS 41.7%

Value ($000) $358,894 Shares 631,823 Est. Cost $567.44 Unrealized —

BRK/B BERKSHIRE HATHAWAY INC DEL 33.0%

Value ($000) $283,734 Shares 584,092 Est. Cost $251.68 Unrealized +101.8%

IJH ISHARES TR 13.5%

Value ($000) $115,906 Shares 1,868,846 Est. Cost $61.95 Unrealized —

IJR ISHARES TR 7.6%

Value ($000) $65,491 Shares 599,244 Est. Cost $109.22 Unrealized —

BRK/A BERKSHIRE HATHAWAY INC DEL 4.2%

Value ($000) $36,440 Shares 50 Est. Cost $533852.10 Unrealized +42.7%

DFAI DIMENSIONAL ETF TRUST 0.1%

Value ($000) $437 Shares 12,640 Est. Cost $34.57 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
VOO	VANGUARD INDEX FDS	631,823	$358,894	41.7%	$567.44	—	S&P 500 ETF SHS	922908363
BRK/B	BERKSHIRE HATHAWAY INC DEL	584,092	$283,734	33.0%	$251.68	+101.8%	CL B NEW	084670702
IJH	ISHARES TR	1,868,846	$115,906	13.5%	$61.95	—	CORE S&P MCP ETF	464287507
IJR	ISHARES TR	599,244	$65,491	7.6%	$109.22	—	CORE S&P SCP ETF	464287804
BRK/A	BERKSHIRE HATHAWAY INC DEL	50	$36,440	4.2%	$533852.10	+42.7%	CL A	084670108
DFAI	DIMENSIONAL ETF TRUST	12,640	$437	0.1%	$34.57	—	INTL CORE EQT MK	25434V203