Fund HoldingsSwan Global Investments, LLC

Total Portfolio Value
$3.39B
Total Bought
$361.25M
Total Sold
$34.99M
Net Transaction
+$326.26M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
SPDR S&P 500 ETF TR(SPY)995,3921,072,921+77,529647,343801,22523.67%+153,882
SPDR S&P 500 ETF TR(SPY)(Put)1,839,6001,840,200+6001,107,2251,154,293+47,068
SELECT SECTOR SPDR TR
ST STR TECHN ETF
559,388560,690+1,30274,343106,8233.16%+32,480
APPLE INC(AAPL)4,40665,417+61,0111,11818,9290.56%+17,811
MICROSOFT CORP(MSFT)2,25434,410+32,15683412,8360.38%+12,001
MIAMI INTL HLDGS INC(MIAX)(Put)0322,200+322,200011,277+11,277
ISHARES TR606,594541,901-64,693396,233405,82411.99%+9,591
PACER FDS TR
SWA MOD APR ETF
2,274,4672,411,647+137,18069,09877,6312.29%+8,533
PACER FDS TR
SWAN SOS MODRTE
2,238,5432,347,266+108,72371,25379,4082.35%+8,155
PALANTIR TECHNOLOGIES INC(PLTR)2,46960,335+57,8663617,0390.21%+6,678
LAM RESEARCH CORP(LRCX)013,617+13,61705,9010.17%+5,901
PACER FDS TR
SWAN SOS MOD JAN
2,365,0772,342,410-22,66775,42280,3682.37%+4,946
PACER FDS TR
SWAN SOS MODRTE
2,684,3762,633,439-50,93781,01485,6662.53%+4,651
PACER FDS TR
SWAN SO FLEX ETF
405,130507,781+102,65113,14217,7010.52%+4,559
PACER FDS TR
SWAN SOS FLEX JU
646,062729,426+83,36421,10025,6540.76%+4,554
NVIDIA CORPORATION(NVDA)6,19726,623+20,4261,0815,3270.16%+4,246
ANALOG DEVICES INC(ADI)09,084+9,08403,6080.11%+3,608
SELECT SECTOR SPDR TR
ST STR INDL ETF
124,286124,570+28420,10123,0740.68%+2,973
ADVANCED MICRO DEVICES INC(AMD)1,8135,517+3,7043693,2050.09%+2,836
PACER FDS TR
SWAN SOS FLX JAN
828,431824,213-4,21830,23832,8370.97%+2,599
LISTED FD TR
SWAN HEDGED EQTY
1,592,1811,569,429-22,75239,32741,8411.24%+2,514
SELECT SECTOR SPDR TR
ST STR FINL ETF
571,025572,383+1,35828,19230,6850.91%+2,494
ALPHABET INC(GOOG)06,536+6,53602,3090.07%+2,309
PACER FDS TR
SWAN SOS CONS
1,370,8501,342,756-28,09439,63141,9071.24%+2,276
PACER FDS TR
SWAN SOS FLEX
858,499840,907-17,59227,20629,1210.86%+1,915
SELECT SECTOR SPDR TR
ST STR CARE ETF
147,497147,836+33921,62523,4560.69%+1,831
CHEVRON CORP NEW(CVX)010,926+10,92601,8110.05%+1,811
PACER FDS TR
SWAN SO CONS ETF
1,780,9771,744,472-36,50550,61552,3691.55%+1,754
SELECT SECTOR SPDR TR
ST STR DISCR ETF
202,978203,454+47622,12123,8610.70%+1,741
AMAZON COM INC(AMZN)3,2139,458+6,2456692,2540.07%+1,585
PACER FDS TR
SWAN SOS CONS JU
1,145,2341,121,765-23,46933,94535,5151.05%+1,570
SERVICENOW INC(NOW)014,918+14,91801,4810.04%+1,481
MICRON TECHNOLOGY INC(MU)1,5561,632+765261,8840.06%+1,358
MICRON TECHNOLOGY INC(MU)(Put)01,600+1,60001,296+1,296
S&P GLOBAL INC(SPGI)03,086+3,08601,2570.04%+1,257
PACER FDS TR
SWAN SOS CNS JAN
805,251788,754-16,49724,52025,7530.76%+1,233
META PLATFORMS INC(META)1,0993,299+2,2006291,8580.05%+1,230
PALANTIR TECHNOLOGIES INC(PLTR)(Put)08,800+8,80001,188+1,188
SUPER MICRO COMPUTER INC(SMCI)040,130+40,13001,1770.03%+1,177
SPDR S&P 500 ETF TR(Call)
CALL
1,049,7001,046,100-3,6007,6338,713+1,080
EBAY INC(EBAY)09,655+9,65501,0790.03%+1,079
QUALCOMM INC(QCOM)05,095+5,09509420.03%+942
T-MOBILE US INC(TMUS)04,753+4,75307970.02%+797
ISHARES TR027,118+27,11806210.02%+621
AMPHENOL CORP NEW03,358+3,35805920.02%+592
ALPHABET INC(GOOG)2,7693,809+1,0407961,3610.04%+565
SERVICETITAN INC(TTAN)07,856+7,85605550.02%+555
ORACLE CORP(ORCL)03,748+3,74805490.02%+549
NVIDIA CORPORATION(NVDA)(Put)37,30040,000+2,7004,9315,440+509
MCKESSON CORP(MCK)0587+58704440.01%+444
TAIWAN SEMICONDUCTOR MANUFAC(TSM)0917+91704380.01%+438
ISHARES TR015,771+15,77103530.01%+353
SELECT SECTOR SPDR TR
ST STR REAL ETF
104,403104,653+2504,2634,6080.14%+345
BONDBLOXX ETF TRUST
CCC RT USD HI YL
07,900+7,90002890.01%+289
TESLA INC(TSLA)8091,351+5423015680.02%+267
ADVANCED MICRO DEVICES INC(Call)01,200+1,2000264+264
DEERE & CO(DE)0365+36502320.01%+232
BONDBLOXX ETF TRUST
BB RT USD HI YLD
05,500+5,50002250.01%+225
CISCO SYS INC(CSCO)5,4065,476+704196430.02%+224
LILLY ELI & CO(LLY)666693+276138310.02%+219
DUKE ENERGY CORP NEW(DUK)01,635+1,63502070.01%+207
LINDE PLC(LIN)0386+38602000.01%+200
SELECT SECTOR SPDR TR
ST STR STAPL ETF
144,314144,652+33811,83112,0160.35%+185
BROADCOM INC(AVGO)2,6302,626-48149920.03%+178
APPLE INC(Put)13,50014,200+7003,1253,286+161
Swan Enhanced Dividend Income ETF
SWAN ENHAN DIVID
24,34425,295+9511,2591,4180.04%+159
MASTERCARD INCORPORATED(MA)654940+2863274830.01%+156
JPMORGAN CHASE & CO(JPM)2,0642,304+2406077540.02%+147
CATERPILLAR INC(CAT)333352+192363750.01%+139
GE AEROSPACE(GE)1,4921,469-234235490.02%+126
UBER TECHNOLOGIES INC(UBER)2,9694,689+1,7202143380.01%+125
WELLS FARGO CO NEW(WFC)2,7123,873+1,1612163200.01%+104
SELECT SECTOR SPDR TR
ST STR MATER ETF
90,84491,056+2124,5394,6280.14%+89
WALMART INC(WMT)2,7233,730+1,0073384220.01%+84
VISA INC(V)1,2771,306+293864480.01%+62
ishares ETF - CORE MSCI EMKT
CORE MSCI EMKT
3,4003,511+1112372910.01%+54
ABBVIE INC(ABBV)1,5011,485-163263740.01%+47
RTX CORPORATION(RTX)1,3641,609+2452633050.01%+42
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
2,5272,427-1002532950.01%+42
JOHNSON & JOHNSON(JNJ)1,9632,051+884805210.02%+41
HOME DEPOT INC(HD)809862+532663040.01%+38
VANGUARD INTL EQUITY INDEX F4,1444,14403113470.01%+36
ISHARES TR
CORE MSCI EAFE
2,6932,894+2012442800.01%+36
COCA COLA CO(KO)2,7762,818+422112290.01%+18
NETFLIX INC(NFLX)2,6693,636+9672572600.01%+3
iShares MSCI Emerging Markets Indx ETF(Put)6,3006,30003363360
ISHARES TR(Put)5,4005,40001,3771,3770
SPDR Gold Trust(GLD)(Put)90090003603600
iShares MSCI EAFE ETF(Put)4,3004,30003943940
TESLA INC(TSLA)(Put)2,1002,10008618610
BANK AMERICA CORP(Put)19,80019,80009909900
RENEWABLE ENERGY AND POWER INC0212,500+212,500000
AMAZON COM INC(Put)8,4008,40001,5121,470-42
IShares ETF-20yr3,2002,700-5002772330.01%-44
EXXON MOBIL CORP2,7072,973+2664594060.01%-53
SELECT SECTOR SPDR TR
ST STR UTIL ETF
123,494123,778+2845,6675,6120.17%-55
ETFS GOLD TR(SGOL)14,80015,700+9006606000.02%-60
SPDR Gold Trust(GLD)2,1452,14509237900.02%-133
META PLATFORMS INC(META)(Put)2,7002,70001,4851,323-162
EA SERIES TRUST
ALPHA ARCH 1-3
8,3006,500-1,8009657610.02%-204
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