Fund Holdings — SWAN Capital LLC

Total Portfolio Value
$246.64M
Total Bought
$41.46M
Total Sold
$26.89M
Net Transaction
+$14.57M
Filing Period:
Securities
▲▼
SharesValue ($K)
Q2 2025
▲▼
Q3 2025
▲▼
Change
▲▼
Q2 2025
▲▼
Q3 2025
▲▼
Weight (%)
▲▼
Change
▲▼
VANGUARD MALVERN FDS131,982227,734+95,7526,63511,5304.67%+4,895
ISHARES TR212,323357,859+145,5366,51411,3154.59%+4,801
VANGUARD WORLD FD
UTILITIES ETF
33,56556,180+22,6155,92510,6414.31%+4,717
VANGUARD SPECIALIZED FUNDS32,76752,889+20,1226,70711,4134.63%+4,706
VANGUARD WORLD FD
ENERGY ETF
49,67082,624+32,9545,91710,3994.22%+4,482
VANGUARD WHITEHALL FDS45,37773,614+28,2376,04910,3764.21%+4,327
VANGUARD WHITEHALL FDS53,62689,590+35,9644,8338,0253.25%+3,192
VANGUARD INDEX FDS155,335183,162+27,82713,83416,7456.79%+2,910
VANGUARD WHITEHALL FDS51,46582,834+31,3693,3635,5422.25%+2,178
VANGUARD WHITEHALL FDS281,261289,776+8,51522,53224,5389.95%+2,006
VANGUARD SCOTTSDALE FDS
LG-TERM COR BD
245,377262,264+16,88718,62420,3658.26%+1,741
APPLE INC(AAPL)12,93212,599-3332,6533,2081.30%+555
ALPHABET INC(GOOG)83518+435151260.05%+111
ONEOK INC NEW(OKE)751,414+1,33961030.04%+97
KINDER MORGAN INC DEL(KMI)1,8775,340+3,463551510.06%+96
META PLATFORMS INC(META)233359+1261722640.11%+92
VISA INC(V)15267+2525910.04%+86
ALPHABET INC(GOOG)1,5951,500-952833650.15%+82
ENBRIDGE INC(ENB)4891,922+1,43322970.04%+75
ISHARES BITCOIN TRUST ETF(IBIT)01,000+1,0000650.03%+65
SPDR S&P 500 ETF TR(SPY)092+920610.02%+61
EXXON MOBIL CORP3,1493,542+3933393990.16%+60
TESLA INC(TSLA)344378+341091680.07%+59
MANNKIND CORP(MNKD)28,85028,85001081550.06%+47
TARGET CORP(TGT)174674+50017600.02%+43
SOUTHERN CO(SO)18,52518,387-1381,7011,7430.71%+41
TC ENERGY CORP(TRP)0728+7280400.02%+40
VANGUARD INDEX FDS81281204614970.20%+36
MICROSOFT CORP(MSFT)1,0751,097+225355680.23%+34
DELTA AIR LINES INC DEL(DAL)50558+5082320.01%+29
GE AEROSPACE(GE)65965901701980.08%+29
INTERNATIONAL BUSINESS MACHS(IBM)0100+1000280.01%+28
ARES CAPITAL CORP(ARCC)01,330+1,3300270.01%+27
VANGUARD INDEX FDS1,7131,661-525215450.22%+24
PALANTIR TECHNOLOGIES INC(PLTR)550544-675990.04%+24
AMERICAN SUPERCONDUCTOR CORP0400+4000240.01%+24
ISHARES TR0107+1070220.01%+22
V F CORP(VFC)9622,336+1,37411340.01%+22
VANGUARD INTL EQUITY INDEX F5,2125,220+83503730.15%+22
OXFORD LANE CAP CORP(OXLC)01,232+1,2320210.01%+21
NOVANTA INC(NOVT)0207+2070210.01%+21
BLACKROCK INC(BLK)226221-52372580.10%+21
CONSTELLATION ENERGY CORP(CEG)060+600200.01%+20
AMERICAN EXPRESS CO(AXP)051+510170.01%+17
CHIPOTLE MEXICAN GRILL INC(CMG)0415+4150160.01%+16
ISHARES SILVER TR(SLV)1,5551,555051660.03%+15
PFIZER INC(PFE)11,36711,369+22762900.12%+14
GE VERNOVA INC(GEV)1621620861000.04%+14
MICRON TECHNOLOGY INC(MU)224247+2328410.02%+14
ASTERA LABS INC(ALAB)108119+1110230.01%+14
FISERV INC(FISV)0100+1000130.01%+13
NVIDIA CORPORATION(NVDA)4,6143,976-6387297420.30%+13
INTEL CORP(INTC)1,3091,226-8329410.02%+12
TAIWAN SEMICONDUCTOR MFG LTD(TSM)118137+1927380.02%+12
WHIRLPOOL CORP(WHR)0146+1460110.00%+11
LAMB WESTON HLDGS INC(LW)1,8251,8250951060.04%+11
MERCK & CO INC(MRK)451557+10636470.02%+11
MARATHON PETE CORP(MPC)406406067780.03%+11
WILLIAMS COS INC(WMB)0163+1630100.00%+10
SHOPIFY INC(SHOP)300300035450.02%+10
SPDR SERIES TRUST
ST STR SP SEMI
030+300100.00%+10
ORACLE CORP(ORCL)149150+133420.02%+10
GLOBAL X FDS
US INFR DEV ETF
0200+2000100.00%+10
PEPSICO INC(PEP)1681+652110.00%+9
ADOBE INC(ADBE)72103+3128360.01%+8
HOME DEPOT INC(HD)585550-352142230.09%+8
CAMECO CORP(CCJ)0100+100080.00%+8
LOWES COS INC(LOW)371358-1382900.04%+8
VANGUARD INDEX FDS3943940931000.04%+7
ROKU INC(ROKU)543543048540.02%+7
HEWLETT PACKARD ENTERPRISE C(HPE)1,6141,614033400.02%+7
PVH CORPORATION(PVH)400400027340.01%+6
BLACKSTONE INC(BX)4472+287120.00%+6
BAIDU INC122122010160.01%+6
DIAMONDBACK ENERGY INC(FANG)037+37050.00%+5
MONGODB INC(MDB)5050011160.01%+5
ETSY INC(ETSY)307307015200.01%+5
WHEELS UP EXPERIENCE INC(UP)6,0106,01006110.00%+5
FEDEX CORP(FDX)51851801181220.05%+4
DOMINION ENERGY INC(D)922922052560.02%+4
TIDAL TRUST II0615+615040.00%+4
VANGUARD INTL EQUITY INDEX F1,8271,82701421460.06%+4
GOLDMAN SACHS GROUP INC(GS)110103-778820.03%+4
VANGUARD INDEX FDS295295082870.04%+4
LULULEMON ATHLETICA INC(LULU)023+23040.00%+4
SOUTH BOW CORP(SOBO)0142+142040.00%+4
EATON CORP PLC(ETN)1120+9470.00%+4
NEBIUS GROUP N.V.(NBIS)031+31030.00%+3
MEDTRONIC PLC(MDT)86115+297110.00%+3
KINROSS GOLD CORP(KGC)500450-508110.00%+3
QUANTUMSCAPE CORP(QS)6006000470.00%+3
REALTY INCOME CORP(O)055+55030.00%+3
RAMACO RES INC(METC)0100+100030.00%+3
MP MATERIALS CORP(MP)048+48030.00%+3
FIRST MAJESTIC SILVER CORP(AG)0250+250030.00%+3
ALAMOS GOLD INC NEW200240+40580.00%+3
RH(RH)215215041440.02%+3
NIKE INC(NKE)212258+4615180.01%+3
EOG RES INC(EOG)025+25030.00%+3
TIDAL TRUST II0362+362030.00%+3
Page 1 of 6
SWAN Capital LLC — 13F Holdings — Q3 2025 | TickerTrail