SWF LLC Long-Term Concentrated

Location: Omaha, NE

CIK: 0002065728 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 6, 2025

Total Value: $861M (100.0% shares, 0.0% debt)

Holdings (6)

VOO VANGUARD INDEX FDS 41.7%

Value $359M Shares 631,823 Est. Cost $567.44 Unrealized —

BRK/B BERKSHIRE HATHAWAY INC DEL 33.0%

Value $284M Shares 584,092 Est. Cost $251.68 Unrealized +101.8%

IJH ISHARES TR 13.5%

Value $116M Shares 1,868,846 Est. Cost $61.95 Unrealized —

IJR ISHARES TR 7.6%

Value $65.49M Shares 599,244 Est. Cost $109.22 Unrealized —

BRK/A BERKSHIRE HATHAWAY INC DEL 4.2%

Value $36.44M Shares 50 Est. Cost $533852.10 Unrealized +42.7%

DFAI DIMENSIONAL ETF TRUST 0.1%

Value $437K Shares 12,640 Est. Cost $34.57 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VOO	VANGUARD INDEX FDS	631,823	$359M	41.7%	$567.44	—	S&P 500 ETF SHS	922908363
BRK/B	BERKSHIRE HATHAWAY INC DEL	584,092	$284M	33.0%	$251.68	+101.8%	CL B NEW	084670702
IJH	ISHARES TR	1,868,846	$116M	13.5%	$61.95	—	CORE S&P MCP ETF	464287507
IJR	ISHARES TR	599,244	$65.49M	7.6%	$109.22	—	CORE S&P SCP ETF	464287804
BRK/A	BERKSHIRE HATHAWAY INC DEL	50	$36.44M	4.2%	$533852.10	+42.7%	CL A	084670108
DFAI	DIMENSIONAL ETF TRUST	12,640	$437K	0.1%	$34.57	—	INTL CORE EQT MK	25434V203