Swan Capital LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $247 Billion distributed in 492 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Whitehall Fds Intl Hi with a value of $24.5B, Vanguard Lg Trm Corp Bd ETF with a value of $20.4B, Vanguard Specialized Funds Van with a value of $16.7B, Vanguard Information Technolog with a value of $13.9B, and Vanguard Sht Trm Inflt Prot Fd with a value of $11.5B.
Examining the 13F form we can see an increase of $16.4B in the current position value, from $230B to 247B.
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.
Portfolio value
$247 Billion
ETFs: $220 Billion
Financial Services: $11.6 Billion
Technology: $6.06 Billion
Consumer Cyclical: $1.92 Billion
Utilities: $1.89 Billion
Energy: $1.2 Billion
Communication Services: $1.12 Billion
Healthcare: $1.01 Billion
Other: $1.5 Billion
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
