Swan Capital LLC has filed its 13F form on February 25, 2025 for Q4 2024 where it was disclosed a total value porftolio of $205 Billion distributed in 381 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Lg Trm Corp Bd ETF with a value of $18.3B, Vanguard Specialized Funds Van with a value of $15.9B, Vanguard Whitehall Fds Intl Hi with a value of $15.6B, Vanguard Dividend Appreciation with a value of $13.5B, and Vanguard Sht Trm Inflt Prot Fd with a value of $13.4B.
Examining the 13F form we can see an increase of $1.74B in the current position value, from $203B to 205B.
Swan Capital LLC is based out at Pensacola, FL
Below you can find more details about Swan Capital LLC portfolio as well as his latest detailed transactions.
