Filer Snapshot

SWF LLC

CIK 0002065728. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity Type

Company

Total Filings

36

Latest Filing

14 May 2026

Industry

n/a

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  • Open 13F if you want portfolio holdings.
  • Open 13D/G or insider pages only when this CIK has those rows.
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Source: SEC Form 13F

13F-HR filed on 14 May 2026 for CIK 0002065728.

View Source Filing
Business address
10340 North 84 Th Street, Omaha, NE, 68122
Top securities (13F)
VOO, BRKB, IJH, IJR, QQQ, BRKA, DFAI, NVDA, AAPL, CMDT, and RLY
State of incorporation
NE
Fiscal year end
31 December

Filer intelligence

What SEC filings say about SWF LLC

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

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Quick read

  • Latest parsed 13F shows $1.15B across 11 reported holdings for Q1 2026.
  • Largest parsed 13F holding: VOO at $548.75M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 11 rows

Quarterly institutional portfolio holdings.

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13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

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Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 14 May 2026

VOO

47.8%

Vanguard Index Fds

$548.75M

BRKB

24.4%

Berkshire Hathaway Inc Del

$279.9M

IJH

11.9%

Ishares Tr

$136.82M

IJR

6.8%

Ishares Tr

$77.97M

QQQ

5.7%

Invesco Qqq Tr

$65.8M

Latest update

What changed recently for SWF LLC

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

14 May 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 14 May 2026.

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Benchmark Context

Benchmark context for this company

SWF LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

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Why this is notable

Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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Filer Overview

SWF LLC has filed 36 SEC EDGAR filings since 01 Aug 2025. Common forms include 13F-HR, N-PX.

SWF LLC SEC filings SWF LLC 13F portfolio

Latest Filings

Recent SEC filings for SWF LLC with direct links to document and filing folders.

13F-HR File 028-25681

13F-HR filing

Filing date
14 May 2026
Reporting date
31 Mar 2026
SEC evidence
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13F-HR File 028-25681

13F-HR filing

Filing date
26 Jan 2026
Reporting date
31 Dec 2025
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13F-HR File 028-25681

13F-HR filing

Filing date
06 Nov 2025
Reporting date
30 Sep 2025
SEC evidence
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13F-HR File 028-25681

13F-HR filing

Filing date
06 Aug 2025
Reporting date
30 Jun 2025
SEC evidence
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N-PX File 028-25681

N-PX filing

Filing date
05 Aug 2025
Reporting date
30 Jun 2025
SEC evidence
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N-PX File 028-25681

N-PX filing

Filing date
05 Aug 2025
Reporting date
30 Jun 2024
SEC evidence
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13F-HR File 028-25681

13F-HR filing

Filing date
01 Aug 2025
Reporting date
31 Mar 2025
SEC evidence
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13F-HR File 028-25681

13F-HR filing

Filing date
01 Aug 2025
Reporting date
31 Dec 2024
SEC evidence
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13F-HR File 028-25681

13F-HR filing

Filing date
01 Aug 2025
Reporting date
30 Sep 2024
SEC evidence
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13F-HR File 028-25681

13F-HR filing

Filing date
01 Aug 2025
Reporting date
30 Jun 2024
SEC evidence
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13F-HR File 028-25681

13F-HR filing

Filing date
01 Aug 2025
Reporting date
31 Mar 2024
SEC evidence
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13F-HR File 028-25681

13F-HR filing

Filing date
01 Aug 2025
Reporting date
31 Dec 2023
SEC evidence
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13F-HR File 028-25681

13F-HR filing

Filing date
01 Aug 2025
Reporting date
30 Sep 2023
SEC evidence
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13F-HR File 028-25681

13F-HR filing

Filing date
01 Aug 2025
Reporting date
30 Jun 2023
SEC evidence
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13F-HR File 028-25681

13F-HR filing

Filing date
01 Aug 2025
Reporting date
31 Mar 2023
SEC evidence
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13F-HR File 028-25681

13F-HR filing

Filing date
01 Aug 2025
Reporting date
31 Dec 2022
SEC evidence
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13F-HR File 028-25681

13F-HR filing

Filing date
01 Aug 2025
Reporting date
30 Sep 2022
SEC evidence
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13F-HR File 028-25681

13F-HR filing

Filing date
01 Aug 2025
Reporting date
30 Jun 2022
SEC evidence
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13F-HR File 028-25681

13F-HR filing

Filing date
01 Aug 2025
Reporting date
31 Mar 2022
SEC evidence
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13F-HR File 028-25681

13F-HR filing

Filing date
01 Aug 2025
Reporting date
31 Dec 2021
SEC evidence
Open document Open filing
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13F-HR File 028-25681

13F-HR filing

Filing date
01 Aug 2025
Reporting date
30 Sep 2021
SEC evidence
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13F-HR File 028-25681

13F-HR filing

Filing date
01 Aug 2025
Reporting date
30 Jun 2021
SEC evidence
Open document Open filing
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13F-HR File 028-25681

13F-HR filing

Filing date
01 Aug 2025
Reporting date
31 Mar 2021
SEC evidence
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13F-HR File 028-25681

13F-HR filing

Filing date
01 Aug 2025
Reporting date
31 Dec 2020
SEC evidence
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13F-HR File 028-25681

13F-HR filing

Filing date
01 Aug 2025
Reporting date
30 Sep 2020
SEC evidence
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13F-HR File 028-25681

13F-HR filing

Filing date
01 Aug 2025
Reporting date
30 Jun 2020
SEC evidence
Open document Open filing
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13F-HR File 028-25681

13F-HR filing

Filing date
01 Aug 2025
Reporting date
31 Mar 2020
SEC evidence
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13F-HR File 028-25681

13F-HR filing

Filing date
01 Aug 2025
Reporting date
31 Dec 2019
SEC evidence
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13F-HR File 028-25681

13F-HR filing

Filing date
01 Aug 2025
Reporting date
30 Sep 2019
SEC evidence
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13F-HR File 028-25681

13F-HR filing

Filing date
01 Aug 2025
Reporting date
30 Jun 2019
SEC evidence
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13F-HR File 028-25681

13F-HR filing

Filing date
01 Aug 2025
Reporting date
31 Mar 2019
SEC evidence
Open document Open filing
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13F-HR File 028-25681

13F-HR filing

Filing date
01 Aug 2025
Reporting date
31 Dec 2018
SEC evidence
Open document Open filing
Next action
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13F-HR File 028-25681

13F-HR filing

Filing date
01 Aug 2025
Reporting date
30 Sep 2018
SEC evidence
Open document Open filing
Next action
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13F-HR File 028-25681

13F-HR filing

Filing date
01 Aug 2025
Reporting date
30 Jun 2018
SEC evidence
Open document Open filing
Next action
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13F-HR File 028-25681

13F-HR filing

Filing date
01 Aug 2025
Reporting date
31 Mar 2018
SEC evidence
Open document Open filing
Next action
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13F-HR File 028-25681

13F-HR filing

Filing date
01 Aug 2025
Reporting date
31 Dec 2017
SEC evidence
Open document Open filing
Next action
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About this filer

SWF LLC files with the SEC under CIK 0002065728. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.
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