SWF LLC Long-Term Concentrated

Location: Omaha, NE

CIK: 0002065728 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 14, 2026

Total Value: $1.147B (100.0% shares, 0.0% debt)

Holdings (11)

VOO VANGUARD INDEX FDS 47.8%

Value $549M Shares 918,327 Est. Cost $576.83 Unrealized —

BRK/B BERKSHIRE HATHAWAY INC DEL 24.4%

Value $280M Shares 584,092 Est. Cost $251.68 Unrealized +96.1%

IJH ISHARES TR 11.9%

Value $137M Shares 2,026,021 Est. Cost $62.39 Unrealized —

IJR ISHARES TR 6.8%

Value $77.97M Shares 627,654 Est. Cost $109.90 Unrealized —

QQQ INVESCO QQQ TR 5.7%

Value $65.8M Shares 114,000 Est. Cost $598.54 Unrealized —

BRK/A BERKSHIRE HATHAWAY INC DEL 3.1%

Value $35.91M Shares 50 Est. Cost $533852.10 Unrealized +38.7%

DFAI DIMENSIONAL ETF TRUST 0.1%

Value $793K Shares 20,358 Est. Cost $36.01 Unrealized —

NVDA NVIDIA CORPORATION 0.0%

Value $263K Shares 1,506 Est. Cost $175.11 Unrealized +6.6%

AAPL APPLE INC 0.0%

Value $234K Shares 923 Est. Cost $226.71 Unrealized +15.9%

CMDT PIMCO ETF TR 0.0%

Value $226K Shares 6,993 Est. Cost $32.27 Unrealized —

RLY SSGA ACTIVE ETF TR 0.0%

Value $209K Shares 5,795 Est. Cost $36.15 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VOO	VANGUARD INDEX FDS	918,327	$549M	47.8%	$576.83	—	S&P 500 ETF SHS	922908363
BRK/B	BERKSHIRE HATHAWAY INC DEL	584,092	$280M	24.4%	$251.68	+96.1%	CL B NEW	084670702
IJH	ISHARES TR	2,026,021	$137M	11.9%	$62.39	—	CORE S&P MCP ETF	464287507
IJR	ISHARES TR	627,654	$77.97M	6.8%	$109.90	—	CORE S&P SCP ETF	464287804
QQQ	INVESCO QQQ TR	114,000	$65.8M	5.7%	$598.54	—	UNIT SER 1	46090E103
BRK/A	BERKSHIRE HATHAWAY INC DEL	50	$35.91M	3.1%	$533852.10	+38.7%	CL A	084670108
DFAI	DIMENSIONAL ETF TRUST	20,358	$793K	0.1%	$36.01	—	INTL CORE EQT MK	25434V203
NVDA	NVIDIA CORPORATION	1,506	$263K	0.0%	$175.11	+6.6%	COM	67066G104
AAPL	APPLE INC	923	$234K	0.0%	$226.71	+15.9%	COM	037833100
CMDT	PIMCO ETF TR	6,993	$226K	0.0%	$32.27	—	COMMODITY STRAT	72201R593
RLY	SSGA ACTIVE ETF TR	5,795	$209K	0.0%	$36.15	—	STATE STREET MUL	78467V103