SWF
OMAHA, NEfiles as SWF LLC
$1.5bn in 14 US stocks at the end of 30 June 2026. The top 10 are 99.9% of the money. It changed about 9.1% of the portfolio this quarter.
Value
$1.5bn
Stocks
14
Top 10 share
99.9%
Turnover
9.1%
What changed this quarter
New
Bought for the first time this quarter.
- Vanguard Index FDSVTI4.7% of the fund
- Ishares TRIXUS2.6% of the fund
- IsharesIEMG1.8% of the fund
- AlphabetGOOG<0.1% of the fund
Added
Bought more of a stock they already held.
- Vanguard Index FDSVOO46.4% of the fund+10%
Cut
Sold some of their stake.
- NvidiaNVDA<0.1% of the fund-2%
- AppleAAPL<0.1% of the fund-19%
Sold out
Sold their entire stake.
- Ssga Active ETF TRRLY-100%
Holdings
- Vanguard Index FDSVOO
- Share
- 46.4%
- Value
- $693m
- Shares
- 1,008,873
+10%
- Ishares TRIJH
- Share
- 10.5%
- Value
- $157m
- Shares
- 2,035,088
Held
- Ishares TRIJR
- Share
- 6.3%
- Value
- $93m
- Shares
- 630,311
Held
- Invesco QQQ TRQQQ
- Share
- 5.6%
- Value
- $84m
- Shares
- 114,124
Held
- Vanguard Index FDSVTI
- Share
- 4.7%
- Value
- $70m
- Shares
- 188,907
New
- Ishares TRIXUS
- Share
- 2.6%
- Value
- $39m
- Shares
- 412,419
New
- Berkshire Hathaway INC DELBRK-A
- Share
- 2.5%
- Value
- $37m
- Shares
- 50
Held
- IsharesIEMG
- Share
- 1.8%
- Value
- $26m
- Shares
- 319,456
New
- Dimensional ETF TrustDFAI
- Share
- <0.1%
- Value
- $839,768
- Shares
- 20,358
Held
- Pimco ETF TRCMDT
- Share
- <0.1%
- Value
- $214,475
- Shares
- 6,993
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Vanguard Index FDSVOO | 46.4% | $693m | 1,008,873 | +10% |
| Berkshire HathawayBRK-B | 19.6% | $292m | 584,092 | Held |
| Ishares TRIJH | 10.5% | $157m | 2,035,088 | Held |
| Ishares TRIJR | 6.3% | $93m | 630,311 | Held |
| Invesco QQQ TRQQQ | 5.6% | $84m | 114,124 | Held |
| Vanguard Index FDSVTI | 4.7% | $70m | 188,907 | New |
| Ishares TRIXUS | 2.6% | $39m | 412,419 | New |
| Berkshire Hathaway INC DELBRK-A | 2.5% | $37m | 50 | Held |
| IsharesIEMG | 1.8% | $26m | 319,456 | New |
| Dimensional ETF TrustDFAI | <0.1% | $839,768 | 20,358 | Held |
| NvidiaNVDA | <0.1% | $294,332 | 1,471 | -2% |
| AlphabetGOOG | <0.1% | $236,731 | 670 | New |
| AppleAAPL | <0.1% | $217,599 | 752 | -19% |
| Pimco ETF TRCMDT | <0.1% | $214,475 | 6,993 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 73.6% since 30 June 2025.
Where the money is
Financial services19.6%
Technology0.0%
Media & telecom0.0%
Other80.4%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.