Notify me when SWAN Capital LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 511 | $257,143,390 | +$15,792,580 | -$6,333,965 | +$9,458,615 | VYMI, VCLT, VNQ, VIG, VTIP | 13F-HR | 12 Feb 2026, 11:23 |
| Q3 2025 | 491 | $246,638,494 | +$37,430,557 | -$34,295,053 | +$3,135,504 | VYMI, VCLT, VNQ, VGT, VTIP | 13F-HR | 14 Nov 2025, 17:03 |
| Q2 2025 | 478 | $230,249,917 | +$57,565,831 | -$52,749,676 | +$4,816,155 | VYMI, VCLT, VGT, VNQ, BRKB | 13F-HR | 14 Aug 2025, 14:18 |
| Q1 2025 | 382 | $216,532,941 | +$15,094,149 | -$5,805,401 | +$9,288,748 | VCLT, VYMI, VNQ, VIG, PFF | 13F-HR | 23 May 2025, 17:25 |
| Q4 2024 | 380 | $204,971,323 | +$22,166,416 | -$14,488,224 | +$7,678,192 | VCLT, VNQ, VYMI, VIG, VTIP | 13F-HR | 25 Feb 2025, 16:04 |
| Q3 2024 | 345 | $203,226,903 | +$30,073,338 | -$24,200,330 | +$5,873,008 | VCLT, VYMI, VNQ, VIG, VIGI | 13F-HR | 14 Nov 2024, 15:42 |
| Q2 2024 | 308 | $183,563,277 | +$51,445,913 | -$44,542,696 | +$6,903,217 | VCLT, VYMI, VONG, VNQ, VGT | 13F-HR | 14 Aug 2024, 13:28 |
| Q1 2024 | 35 | $175,857,624 | +$10,710,448 | -$4,027,905 | +$6,682,543 | VGT, VONG, BRKB, VYMI, VBK | 13F-HR | 30 Apr 2024, 17:12 |
| Q4 2023 | 31 | $158,827,408 | +$24,969,659 | -$4,975,911 | +$19,993,748 | VGT, VONG, VOT, VBK, VYMI | 13F-HR | 13 Feb 2024, 15:40 |
| Q3 2023 | 31 | $125,427,224 | +$23,363,157 | -$3,686,050 | +$19,677,107 | VONG, VGT, BRKB, VOT, VBK | 13F-HR | 19 Oct 2023, 10:18 |
| Q1 2023 | 27 | $103,651,338 | $0 | $0 | $0 | VGT, VONG, VOT, VBK, BRKB | 13F-HR | 15 May 2023, 16:18 |