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.