SWAN Capital LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1952722
Institutional-grade research for retail investors
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13F Reported Value
ⓘ$292.2M
Holdings
580
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
SWAN Capital LLC disclosed 580 positions worth $292.2M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 84 new positions and exited 57 and a full exit from $MA. The portfolio is most concentrated in Other (87.0% of disclosed assets). All figures are sourced directly from SWAN Capital LLC’s Form 13F-HR filing with the SEC under CIK 1952722.
AI Fund Analysis
ConcentratingVANGUARD WHITEHALL FDS - I
9.5% weight
Held 10 quarters
VANGUARD INDEX FDS - REAL
7.6% weight
Held 10 quarters
VANGUARD SCOTTSDALE FDS -
7.6% weight
Held 10 quarters
VANGUARD MALVERN FDS - STR
7.3% weight
Held 10 quarters
VANGUARD SPECIALIZED FUNDS
6.3% weight
Held 10 quarters
VANGUARD INDEX FDS - REAL
4 quarters accumulating
VANGUARD MALVERN FDS - STR
4 quarters accumulating
VANGUARD SPECIALIZED FUNDS
4 quarters accumulating
VANGUARD WHITEHALL FDS - H
4 quarters accumulating
ISHARES TR - PFD AND INCM
4 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsUtilitiesConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
VANGUARD WHITEHALL FDS - INTL HIGH ETF
—Quality
$27.8M283,514 shVANGUARD INDEX FDS - REAL ESTATE ETF
—Quality
$22.2M230,437 shVANGUARD SCOTTSDALE FDS - LG-TERM COR BD
—Quality
$22.1M293,502 shVANGUARD MALVERN FDS - STRM INFPROIDX
—Quality
$21.2M422,205 shVANGUARD SPECIALIZED FUNDS - DIV APP ETF
—Quality
$18.4M77,910 shVANGUARD WHITEHALL FDS - HIGH DIV YLD
—Quality
$18.2M115,374 shISHARES TR - PFD AND INCM SEC
—Quality
$17.6M575,662 shVANGUARD WORLD FD - UTILITIES ETF
—Quality
$16.3M83,344 sh- 67.9
Quality
$12.6M187,705 sh VANGUARD WHITEHALL FDS - INTL DVD ETF
—Quality
$12.6M134,663 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD WHITEHALL FDS - INTL HIGH ETF | — | $27.8M | 283,514 |
| VANGUARD INDEX FDS - REAL ESTATE ETF | — | $22.2M | 230,437 |
| VANGUARD SCOTTSDALE FDS - LG-TERM COR BD | — | $22.1M | 293,502 |
| VANGUARD MALVERN FDS - STRM INFPROIDX | — | $21.2M | 422,205 |
| VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $18.4M | 77,910 |
| VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $18.2M | 115,374 |
| ISHARES TR - PFD AND INCM SEC | — | $17.6M | 575,662 |
| VANGUARD WORLD FD - UTILITIES ETF | — | $16.3M | 83,344 |
 SYNOPSYS INC$SNPS | 67.9 | $12.6M | 187,705 |
| VANGUARD WHITEHALL FDS - INTL DVD ETF | — | $12.6M | 134,663 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of SWAN Capital LLC's 580 positions.
Showing top 10 of 580 holdings.
Sector Allocation
Other
$254.1M
Technology
$21.1M
Financials
$9.8M
Utilities
$1.9M
Consumer Discretionary
$1.6M
Healthcare
$1.0M
Energy
$963,870
Industrials
$915,329
Top Holdings — SWAN Capital LLC (Q2 2026)
Top 150 of 580 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD WHITEHALL FDS - INTL HIGH ETF | $27.8M | 9.5% | +0% | — |
| 2 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | $22.2M | 7.6% | +4% | — |
| 3 | — | VANGUARD SCOTTSDALE FDS - LG-TERM COR BD | $22.1M | 7.6% | +6% | — |
| 4 | — | VANGUARD MALVERN FDS - STRM INFPROIDX | $21.2M | 7.3% | +10% | — |
| 5 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $18.4M | 6.3% | +10% | — |
| 6 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $18.2M | 6.2% | +10% | — |
| 7 | — | ISHARES TR - PFD AND INCM SEC | $17.6M | 6.0% | +14% | — |
| 8 | — | VANGUARD WORLD FD - UTILITIES ETF | $16.3M | 5.6% | +13% | — |
| 9 | $SNPS | SYNOPSYS INC | $12.6M | 4.3% | +33% | 67.9 |
| 10 | — | VANGUARD WHITEHALL FDS - INTL DVD ETF | $12.6M | 4.3% | +11% | — |
| 11 | — | VANGUARD WORLD FD - ENERGY ETF | $11.5M | 4.0% | -9% | — |
| 12 | — | VANGUARD WORLD FD - INF TECH ETF | $10.7M | 3.6% | +506% | — |
| 13 |  $BRK.B | BERKSHIRE HATHAWAY INC | $8.8M | 3.0% | -9% | 73.8 |
| 14 | — | VANGUARD INDEX FDS - SML CP GRW ETF | $8.0M | 2.7% | -16% | — |
| 15 | — | VANGUARD INDEX FDS - MCAP GR IDXVIP | $7.8M | 2.6% | -13% | — |
| 16 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | $7.5M | 2.6% | -15% | — |
| 17 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $6.8M | 2.3% | -14% | — |
| 18 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | $6.7M | 2.3% | -13% | — |
| 19 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000VAL | $5.5M | 1.9% | -13% | — |
| 20 | — | VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETF | $4.3M | 1.5% | -13% | — |
| 21 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $3.9M | 1.3% | -8% | — |
| 22 |  $AAPL | Apple Inc. | $3.4M | 1.2% | -4% | 76.4 |
| 23 |  $SO | SOUTHERN CO | $1.8M | 0.6% | -0% | 62 |
| 24 |  $NVDA | NVIDIA CORP | $1.2M | 0.4% | -2% | 85.9 |
| 25 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $695,165 | 0.2% | -47% | — |
| 26 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $681,648 | 0.2% | +0% | — |
| 27 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $614,636 | 0.2% | +0% | — |
| 28 |  $GOOGL | Alphabet Inc. | $588,315 | 0.2% | -3% | 78.2 |
| 29 |  $XOM.R34088 | EXXON MOBIL CORP | $494,655 | 0.2% | -16% | 57.9 |
| 30 |  $MCD | MCDONALDS CORP | $437,091 | 0.1% | +0% | 69 |
| 31 |  $AMZN | AMAZON COM INC | $423,054 | 0.1% | -27% | 68.7 |
| 32 |  $MSFT | MICROSOFT CORP | $422,033 | 0.1% | +3% | 79.8 |
| 33 | — | FIDELITY COVINGTON TRUST - BLUE CHIP GRWTH | $340,860 | 0.1% | NEW | — |
| 34 |  $MU | MICRON TECHNOLOGY INC | $296,653 | 0.1% | -45% | 86.2 |
| 35 |  $LLY | ELI LILLY & Co | $287,863 | 0.1% | +60% | 87.5 |
| 36 |  $MSI | Motorola Solutions, Inc. | $272,015 | 0.1% | +0% | 71.8 |
| 37 |  $PFE | PFIZER INC | $268,993 | 0.1% | -5% | 62 |
| 38 |  $AMD | ADVANCED MICRO DEVICES INC | $247,468 | 0.1% | -17% | 79.8 |
| 39 | — | VANGUARD INDEX FDS - VALUE ETF | $242,992 | 0.1% | NEW | — |
| 40 |  $GE | GENERAL ELECTRIC CO | $234,329 | 0.1% | +0% | 73.8 |
| 41 |  $BLK | BlackRock, Inc. | $215,389 | 0.1% | +1% | 70 |
| 42 | — | VANGUARD INDEX FDS - MID CAP ETF | $204,826 | 0.1% | +753% | — |
| 43 | — | ISHARES TR - ISHARES SEMICDTR | $200,006 | 0.1% | -33% | — |
| 44 |  $HD | HOME DEPOT, INC. | $196,443 | 0.1% | +0% | 60.3 |
| 45 |  $NTNX | Nutanix, Inc. | $195,279 | 0.1% | +0% | 70.2 |
| 46 |  $WMT | Walmart Inc. | $174,647 | 0.1% | -6% | 60.2 |
| 47 |  $FDX | FEDEX CORP | $162,201 | 0.1% | +0% | 60.3 |
| 48 | — | VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF | $161,763 | 0.1% | +0% | — |
| 49 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $154,530 | 0.1% | -0% | — |
| 50 |  $PLTR | Palantir Technologies Inc. | $144,554 | 0.1% | -8% | 84.6 |
| 51 |  $META | Meta Platforms, Inc. | $141,432 | 0.1% | +7% | 79.6 |
| 52 |  $JNJ | JOHNSON & JOHNSON | $141,207 | 0.1% | -6% | 69 |
| 53 |  $TSLA | Tesla, Inc. | $139,547 | 0.1% | +3% | 53.9 |
| 54 | — | VANGUARD INDEX FDS - SMALL CP ETF | $135,798 | 0.1% | NEW | — |
| 55 |  $GEV | GE Vernova Inc. | $129,235 | 0.0% | -29% | 81.1 |
| 56 |  $MNKD | MANNKIND CORP | $122,901 | 0.0% | +0% | 37.2 |
| 57 |  $INTC | INTEL CORP | $112,594 | 0.0% | -31% | 45.6 |
| 58 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $109,880 | 0.0% | +0% | — |
| 59 |  $GS | GOLDMAN SACHS GROUP INC | $104,171 | 0.0% | +0% | 73.5 |
| 60 |  $MPC | Marathon Petroleum Corp | $103,802 | 0.0% | +0% | 61 |
| 61 |  $SHOP | SHOPIFY INC. | $99,108 | 0.0% | +83% | 64.9 |
| 62 |  $GLD | SPDR GOLD TRUST | $97,621 | 0.0% | +185% | — |
| 63 | — | VANGUARD INDEX FDS - GROWTH ETF | $95,615 | 0.0% | NEW | — |
| 64 |  $AVGO | Broadcom Inc. | $94,038 | 0.0% | -35% | 84.5 |
| 65 |  $OKE | ONEOK INC /NEW/ | $91,287 | 0.0% | -3% | 71.7 |
| 66 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $87,873 | 0.0% | +0% | — |
| 67 |  $KMI | KINDER MORGAN, INC. | $87,662 | 0.0% | -13% | 71.3 |
| 68 |  $LOW | LOWES COMPANIES INC | $85,991 | 0.0% | +13% | 60.8 |
| 69 |  $ROKU | ROKU, INC | $83,160 | 0.0% | +0% | 66.7 |
| 70 |  $LW | Lamb Weston Holdings, Inc. | $78,804 | 0.0% | +0% | 51.7 |
| 71 |  $BA | BOEING CO | $76,414 | 0.0% | +0% | 61.6 |
| 72 | — | PACER FDS TR - US CASH COWS 100 | $75,386 | 0.0% | NEW | — |
| 73 |  $CAG | CONAGRA BRANDS INC. | $74,218 | 0.0% | +0% | 38.9 |
| 74 |  $KO | COCA COLA CO | $73,143 | 0.0% | -8% | 69.5 |
| 75 |  $RH | RH | $68,363 | 0.0% | +93% | 55.2 |
| 76 | — | NEOS ETF TRUST - NASDAQ 100 HIGH | $67,353 | 0.0% | +111% | — |
| 77 |  $HPE | Hewlett Packard Enterprise Co | $63,966 | 0.0% | +0% | 70.5 |
| 78 |  $D | DOMINION ENERGY, INC | $62,963 | 0.0% | +0% | 69.9 |
| 79 |  $MRK | Merck & Co., Inc. | $61,994 | 0.0% | +5% | 59.9 |
| 80 | — | TIDAL TRUST III - VIST TA DRUK ETF | $60,420 | 0.0% | +143% | — |
| 81 | — | GLOBAL X FDS - GLOBAL X DOW 30 | $60,030 | 0.0% | +144% | — |
| 82 | — | VANGUARD STAR FDS - VG TL INTL STK F | $59,928 | 0.0% | NEW | — |
| 83 | — | ETF OPPORTUNITIES TRUST - TAPPALPHA S&P | $58,641 | 0.0% | +142% | — |
| 84 |  $GOOG | Alphabet Inc. | $56,565 | 0.0% | +0% | 78.2 |
| 85 | — | TIDAL TRUST III - VISTASHARES TRGT | $56,482 | 0.0% | +147% | — |
| 86 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $53,366 | 0.0% | NEW | — |
| 87 |  $ALAB | Astera Labs, Inc. | $53,132 | 0.0% | +10% | 75.1 |
| 88 | — | VANGUARD INTL EQUITY INDEX F - FTSE PACIFIC ETF | $52,292 | 0.0% | +43% | — |
| 89 |  $VZ | VERIZON COMMUNICATIONS INC | $51,570 | 0.0% | -22% | 65.8 |
| 90 | — | KURV ETF TR - TECH TIT SEL ETF | $49,685 | 0.0% | +95% | — |
| 91 |  $COST | COSTCO WHOLESALE CORP /NEW | $46,774 | 0.0% | +0% | 66.2 |
| 92 |  $IBIT | iShares Bitcoin Trust ETF | $46,406 | 0.0% | +0% | — |
| 93 |  $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | $46,303 | 0.0% | NEW | — |
| 94 | — | VANGUARD BD INDEX FDS - INTERMED TERM | $45,790 | 0.0% | NEW | — |
| 95 | — | SPDR SERIES TRUST - ST STR P500ETF | $44,833 | 0.0% | +0% | — |
| 96 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $44,780 | 0.0% | NEW | — |
| 97 |  $AFL | AFLAC INC | $43,969 | 0.0% | +0% | 61.3 |
| 98 |  $ORCL | ORACLE CORP | $42,500 | 0.0% | -15% | 66.2 |
| 99 |  $CAH | CARDINAL HEALTH INC | $41,968 | 0.0% | -38% | 62.4 |
| 100 |  $LUV | SOUTHWEST AIRLINES CO | $41,136 | 0.0% | +0% | 55.9 |
| 101 |  $UIS | UNISYS CORP | $40,260 | 0.0% | +0% | 32.1 |
| 102 |  $T | AT&T INC. | $39,827 | 0.0% | -7% | 65.7 |
| 103 |  $FDXF | FedEx Freight Holding Company, Inc. | $38,958 | 0.0% | NEW | — |
| 104 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $38,412 | 0.0% | -50% | — |
| 105 |  $WT | WisdomTree, Inc. | $37,741 | 0.0% | +147% | 59.9 |
| 106 |  $JPM | JPMORGAN CHASE & CO | $36,585 | 0.0% | -39% | 70.7 |
| 107 | — | SPROTT FDS TR - SILVER MINERS | $36,137 | 0.0% | +0% | — |
| 108 |  $V | VISA INC. | $34,309 | 0.0% | NEW | 82.9 |
| 109 |  $CRM | Salesforce, Inc. | $34,016 | 0.0% | +4% | 77 |
| 110 | — | FIRST TR EXCHANGE-TRADED FD - FT VEST GOLD | $33,801 | 0.0% | +145% | — |
| 111 |  $IVZ | Invesco Ltd. | $33,630 | 0.0% | +0% | — |
| 112 |  $SLV | iShares Silver Trust | $32,884 | 0.0% | -26% | — |
| 113 |  $AFRM | Affirm Holdings, Inc. | $32,620 | 0.0% | +0% | 81.3 |
| 114 | — | AMERICAN CENTY ETF TR - INTL SMCP VLU | $31,842 | 0.0% | +0% | — |
| 115 | — | DIMENSIONAL ETF TRUST - CORE FIXE IN ETF | $31,362 | 0.0% | NEW | — |
| 116 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $31,262 | 0.0% | +1% | — |
| 117 |  $CVX | CHEVRON CORP | $30,831 | 0.0% | +10% | 62.8 |
| 118 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $30,371 | 0.0% | +8% | 70 |
| 119 | — | AMPLIFY ETF TR - CWP INTL ENHANCE | $30,366 | 0.0% | +141% | — |
| 120 |  $CALY | Callaway Golf Co | $30,214 | 0.0% | +0% | 26.1 |
| 121 | — | GLOBAL X FDS - MSCI SUPDIV EA | $30,118 | 0.0% | +141% | — |
| 122 | — | ISHARES TR - US AER DEF ETF | $29,673 | 0.0% | +4% | — |
| 123 |  $UBER | Uber Technologies, Inc | $29,586 | 0.0% | +12% | 73.5 |
| 124 |  $UPS | UNITED PARCEL SERVICE INC | $29,482 | 0.0% | +0% | 58.6 |
| 125 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $29,248 | 0.0% | NEW | — |
| 126 |  $CEG | Constellation Energy Corp | $28,917 | 0.0% | +53% | 59.4 |
| 127 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $28,885 | 0.0% | +0% | — |
| 128 |  $FIS | Fidelity National Information Services, Inc. | $28,732 | 0.0% | +0% | 68.9 |
| 129 |  $PHYS | Sprott Physical Gold Trust | $28,692 | 0.0% | +0% | — |
| 130 |  $APD | Air Products & Chemicals, Inc. | $28,145 | 0.0% | +0% | 46.4 |
| 131 |  $AGNC | AGNC Investment Corp. | $27,250 | 0.0% | +0% | — |
| 132 |  $CAT | CATERPILLAR INC | $26,623 | 0.0% | +0% | 66.5 |
| 133 |  $ARCC | ARES CAPITAL CORP | $25,979 | 0.0% | +5% | — |
| 134 |  $NOVT | NOVANTA INC | $25,309 | 0.0% | +0% | 51.2 |
| 135 |  $WM | WASTE MANAGEMENT INC | $25,185 | 0.0% | -28% | 67.6 |
| 136 |  $MRVL | Marvell Technology, Inc. | $23,831 | 0.0% | -29% | 76.5 |
| 137 |  $NFLX | NETFLIX INC | $23,348 | 0.0% | -29% | 78.8 |
| 138 |  $ETSY | ETSY INC | $23,126 | 0.0% | +0% | 61.2 |
| 139 |  $CCL | Carnival Corp Ltd. | $22,856 | 0.0% | +0% | — |
| 140 |  $AMSC | AMERICAN SUPERCONDUCTOR CORP /DE/ | $22,831 | 0.0% | +10% | 66 |
| 141 |  $TGT | TARGET CORP | $22,726 | 0.0% | +0% | 60.7 |
| 142 |  $VTRS | Viatris Inc | $22,137 | 0.0% | +0% | 45.4 |
| 143 |  $CBRS | Cerebras Systems Inc. | $22,100 | 0.0% | NEW | — |
| 144 |  $AXP | AMERICAN EXPRESS CO | $21,514 | 0.0% | +25% | 69.4 |
| 145 |  $RKLB | Rocket Lab Corp | $21,347 | 0.0% | +600% | 39.9 |
| 146 |  $ARM | ARM HOLDINGS PLC /UK | $21,274 | 0.0% | -41% | — |
| 147 |  $ADBE | ADOBE INC. | $21,117 | 0.0% | +0% | 77.6 |
| 148 |  $CLS | CELESTICA INC | $20,794 | 0.0% | +0% | 69.8 |
| 149 |  $ENB | ENBRIDGE INC | $20,112 | 0.0% | -7% | 66.7 |
| 150 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | $20,097 | 0.0% | +142% | — |
New Positions (84)
FIDELITY COVINGTON TRUST - BLUE CHIP GRWTH$340,860
VANGUARD INDEX FDS - VALUE ETF$242,992
VANGUARD INDEX FDS - SMALL CP ETF$135,798
VANGUARD INDEX FDS - GROWTH ETF$95,615
PACER FDS TR - US CASH COWS 100$75,386
VANGUARD STAR FDS - VG TL INTL STK F$59,928
VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT$53,366
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$46,303 VANGUARD BD INDEX FDS - INTERMED TERM$45,790
VANGUARD BD INDEX FDS - TOTAL BND MRKT$44,780
$FDXF FedEx Freight Holding Company, Inc.$38,958$V VISA INC.$34,309 DIMENSIONAL ETF TRUST - CORE FIXE IN ETF$31,362
VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF$29,248
$CBRS Cerebras Systems Inc.$22,100Exited Positions (57)
$MA Mastercard Inc
$UNM Unum Group
$ROAD Construction Partners, Inc. GLOBAL X FDS
$WDC WESTERN DIGITAL CORP VANECK ETF TRUST
$AEP AMERICAN ELECTRIC POWER CO INC
$DDOG Datadog, Inc.
$SNDK Sandisk Corp ENTREPRENEURSHARES SERIES TR
ISHARES TR
$KMB KIMBERLY CLARK CORP
$WHR WHIRLPOOL CORP /DE/
$PPL PPL Corp
$PKG PACKAGING CORP OF AMERICABrowse Top Institutional Investors
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