Fund HoldingsSWAN Capital LLC

Total Portfolio Value
$272.03M
Total Bought
$26.31M
Total Sold
$18.31M
Net Transaction
+$7.99M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
VANGUARD MALVERN FDS260,105382,363+122,25812,86519,0997.02%+6,234
VANGUARD WHITEHALL FDS86,600105,343+18,74312,42915,6015.74%+3,172
VANGUARD WORLD FD
UTILITIES ETF
62,01973,440+11,42111,47614,5515.35%+3,075
VANGUARD WORLD FD
ENERGY ETF
93,60884,302-9,30611,78714,5885.36%+2,801
VANGUARD WHITEHALL FDS97,079140,836+43,7576,5469,2523.40%+2,705
ISHARES TR409,140504,455+95,31512,66715,2955.62%+2,628
VANGUARD SPECIALIZED FUNDS59,43970,892+11,45313,06315,2465.60%+2,182
VANGUARD INDEX FDS200,514222,529+22,01517,74319,7387.26%+1,995
VANGUARD WHITEHALL FDS99,755121,164+21,4099,12310,7183.94%+1,596
VANGUARD WHITEHALL FDS287,539282,677-4,86225,87826,6399.79%+761
INVESCO QQQ TR5461,773+1,2273351,0230.38%+688
NVIDIA CORPORATION(NVDA)4,2326,265+2,0337891,0930.40%+303
SOUTHERN CO(SO)018,377+18,37701,7740.65%+1,774
BROADCOM INC(AVGO)76384+308261190.04%+92
VANGUARD INDEX FDS812992+1805095930.22%+84
MICRON TECHNOLOGY INC(MU)271466+195771570.06%+80
PALANTIR TECHNOLOGIES INC(PLTR)7241,344+6201291970.07%+68
PFIZER INC(PFE)011,754+11,75403300.12%+330
NETFLIX INC.(NFLX)0458+4580440.02%+44
SPROTT FDS TR
SILVER MINERS
0720+7200430.02%+43
SPDR GOLD TR(GLD)093+930400.01%+40
FEDEX CORP(FDX)51851801501850.07%+35
JOHNSON & JOHNSON(JNJ)532589+571101440.05%+34
MARATHON PETE CORP(MPC)0406+4060990.04%+99
VANGUARD INTL EQUITY INDEX F0317+3170310.01%+31
AMERICAN CENTY ETF TR0309+3090310.01%+31
SCHWAB STRATEGIC TR0978+9780300.01%+30
GE VERNOVA INC(GEV)162155-71061350.05%+29
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
0131+1310250.01%+25
SELECT SECTOR SPDR TR
ST STR TECHN ETF
201401+20029530.02%+24
ALPHABET INC(GOOG)1,5001,725+2254714950.18%+24
ISHARES SILVER TR(SLV)0833+8330570.02%+57
NEOS ETF TRUST
NASDAQ 100 HIGH
74561+4874280.01%+24
TIDAL TRUST III
VIST TA DRUK ETF
01,197+1,1970230.01%+23
ORACLE CORP(ORCL)0340+3400500.02%+50
EXXON MOBIL CORP5,9054,322-1,5837117330.27%+23
GLOBAL X FDS
GLOBAL X DOW 30
0881+8810220.01%+22
TIDAL TRUST III
VISTASHARES TRGT
01,241+1,2410220.01%+22
ETF OPPORTUNITIES TRUST
TAPPALPHA S&P
0958+9580220.01%+22
UNUM GROUP(UNM)0300+3000220.01%+22
CARNIVAL CORP0800+8000210.01%+21
KURV ETF TR0838+8380200.01%+20
ONEOK INC NEW(OKE)01,080+1,0800980.04%+98
EATON CORP PLC(ETN)068+680240.01%+24
ENTERPRISE PRODS PARTNERS L(EPD)0606+6060230.01%+23
ROYAL CARIBBEAN GROUP
COM
063+630170.01%+17
FIRST TR EXCHANGE-TRADED FD0654+6540170.01%+17
SMARTSTOP SELF STORAG REIT I(SMA)0501+5010150.01%+15
GLOBAL X FDS
GLOBAL X SILVER
0168+1680150.01%+15
CVS HEALTH CORP(CVS)0478+4780340.01%+34
WISDOMTREE TR(WT)0466+4660150.01%+15
WESTERN DIGITAL CORP(WDC)052+520140.01%+14
VANECK ETF TRUST
GOLD MINERS ETF
0145+1450130.00%+13
ISHARES TR46846801411540.06%+13
WALMART INC(WMT)1,7071,632-751902030.07%+13
GLOBAL X FDS
MSCI SUPDIV EA
0585+5850120.00%+12
TOLL BROTHERS INC(TOL)090+900120.00%+12
AMPLIFY ETF TR0300+3000120.00%+12
3M CO(MMM)082+820120.00%+12
DATADOG INC(DDOG)0100+1000120.00%+12
ISHARES TR0170+1700110.00%+11
WASTE MGMT INC DEL(WM)0157+1570360.01%+36
SANDISK CORP(SNDK)017+170110.00%+11
ROBINHOOD VENTURES FD I0384+3840100.00%+10
CELESTICA INC(CLS)057+570160.01%+16
APPLOVIN CORP(APP)025+250100.00%+10
ISHARES TR0107+1070130.00%+13
SONIDA SENIOR LIVING INC(SNDA)0288+288090.00%+9
STMICROELECTRONICS N V(STM)0278+2780100.00%+10
SUNCOR ENERGY INC NEW(SU)0400+4000260.01%+26
ENTREPRENEURSHARES SERIES TR0500+500080.00%+8
ISHARES TR022+22080.00%+8
KIMBERLY-CLARK CORP(KMB)084+84080.00%+8
COMMVAULT SYS INC(CVLT)0104+104080.00%+8
CAVA GROUP INC(CAVA)0100+100080.00%+8
SHOPIFY INC(SHOP)300475+17548560.02%+8
EXPEDIA GROUP INC(EXPE)043+430100.00%+10
FORTINET INC(FTNT)0155+1550130.00%+13
PPL CORP(PPL)0200+200080.00%+8
BLACKSTONE INC(BX)0162+1620190.01%+19
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
0135+135070.00%+7
EXLSERVICE HLDGS INC(EXLS)0238+238070.00%+7
PACKAGING CORP AMER(PKG)033+33070.00%+7
VERIZON COMMUNICATIONS INC(VZ)01,561+1,5610780.03%+78
COSTCO WHOLESALE CORPORATION(COST)050+500500.02%+50
KINDER MORGAN INC DEL(KMI)03,142+3,14201050.04%+105
INTEL CORP(INTC)1,2161,163-5345510.02%+6
IREN LIMITED
ORDINARY SHARES
0180+180060.00%+6
VANECK ETF TRUST
SEMICONDUCTR ETF
236237+185910.03%+6
AMERICAN SUPERCONDUCTOR CORP0500+5000170.01%+17
ZSCALER INC(ZS)038+38050.00%+5
JPMORGAN CHASE & CO(JPM)0183+1830540.02%+54
ABRDN GLOBAL PREMIER PPTYS F0466+466050.00%+5
ISHARES GOLD TR(IAU)056+56050.00%+5
OCCIDENTAL PETE CORP(OXY)19719708130.00%+5
ENBRIDGE INC(ENB)0399+3990220.01%+22
SPDR SERIES TRUST
ST STR CONV ETF
051+51050.00%+5
INTERPARFUMS INC(IPAR)050+50050.00%+5
ARM HOLDINGS PLC0102+1020150.01%+15
CHORD ENERGY CORPORATION(CHRD)088+880130.00%+13
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