Fund Holdings — SWAN Capital LLC

Total Portfolio Value
$257.14M
Total Bought
$15.05M
Total Sold
$7.28M
Net Transaction
+$7.77M
Filing Period:
Securities
▲▼
SharesValue ($K)
Q3 2025
▲▼
Q4 2025
▲▼
Change
▲▼
Q3 2025
▲▼
Q4 2025
▲▼
Weight (%)
▲▼
Change
▲▼
VANGUARD WHITEHALL FDS73,61486,600+12,98610,37612,4294.83%+2,053
VANGUARD SPECIALIZED FUNDS52,88959,439+6,55011,41313,0635.08%+1,650
VANGUARD WORLD FD
ENERGY ETF
82,62493,608+10,98410,39911,7874.58%+1,388
ISHARES TR357,859409,140+51,28111,31512,6674.93%+1,351
VANGUARD WHITEHALL FDS289,776287,539-2,23724,53825,87810.06%+1,340
VANGUARD MALVERN FDS227,734260,105+32,37111,53012,8655.00%+1,335
VANGUARD WHITEHALL FDS89,59099,755+10,1658,0259,1233.55%+1,098
VANGUARD SCOTTSDALE FDS
LG-TERM COR BD
262,264282,137+19,87320,36521,4008.32%+1,035
VANGUARD WHITEHALL FDS82,83497,079+14,2455,5426,5462.55%+1,004
VANGUARD INDEX FDS183,162200,514+17,35216,74517,7436.90%+999
VANGUARD WORLD FD
UTILITIES ETF
56,18062,019+5,83910,64111,4764.46%+835
INVESCO QQQ TR0546+54603350.13%+335
EXXON MOBIL CORP3,5425,905+2,3633997110.28%+311
AMAZON COM INC(AMZN)2,2603,165+9054967310.28%+234
APPLE INC(AAPL)12,59912,633+343,2083,4341.34%+226
ISHARES TR0468+46801410.05%+141
ALPHABET INC(GOOG)1,5001,50003654710.18%+105
VANECK ETF TRUST
SEMICONDUCTR ETF
0236+2360850.03%+85
EXACT SCIENCES CORP(EXK)1,6001,6000881620.06%+75
SCHWAB STRATEGIC TR01,852+1,8520600.02%+60
NVIDIA CORPORATION(NVDA)3,9764,232+2567427890.31%+47
ELI LILLY & CO(LLY)155154-11181660.06%+47
ADVANCED MICRO DEVICES INC(AMD)491591+100791270.05%+47
SPDR SERIES TRUST
ST STR P500ETF
0508+5080410.02%+41
MICRON TECHNOLOGY INC(MU)247271+2441770.03%+36
TAIWAN SEMICONDUCTOR MFG LTD(TSM)137227+9038690.03%+31
INVESCO EXCH TRADED FD TR II
S&P 500 REVENUE
0258+2580300.01%+30
PALANTIR TECHNOLOGIES INC(PLTR)544724+180991290.05%+29
SELECT SECTOR SPDR TR
ST STR TECHN ETF
0201+2010290.01%+29
FEDEX CORP(FDX)51851801221500.06%+27
BITWISE XRP ETF(XRP)01,283+1,2830260.01%+26
PHILLIPS 66(PSX)18208+1902270.01%+24
UNION PAC CORP(UNP)4107+1031250.01%+24
UBER TECHNOLOGIES INC(UBER)100365+26510300.01%+20
BROADCOM INC(AVGO)2176+557260.01%+19
NOVARTIS AG(NVS)0131+1310180.01%+18
RTX CORPORATION(RTX)6102+961190.01%+18
CONSTRUCTION PARTNERS INC(ROAD)0150+1500160.01%+16
CHEVRON CORP NEW(CVX)1,1571,282+1251801950.08%+16
MASTERCARD INCORPORATED(MA)125150+2571860.03%+15
WALMART INC(WMT)1,7071,70701761900.07%+14
CARRIER GLOBAL CORPORATION(CARR)0268+2680140.01%+14
FS SPECIALTY LENDING FD(FSSL)0999+9990140.01%+14
MERCK & CO INC(MRK)557573+1647600.02%+14
SOUTHWEST AIRLS CO(LUV)1,3001,300041540.02%+12
VANGUARD INDEX FDS81281204975090.20%+12
ABBVIE INC(ABBV)052+520120.00%+12
NEXTERA ENERGY INC(NEE)14161+1471130.01%+12
VANGUARD INDEX FDS1,6611,66105455570.22%+12
JOHNSON & JOHNSON(JNJ)5325320991100.04%+11
ABBOTT LABS196300+10426380.01%+11
ROKU INC(ROKU)543602+5954650.03%+11
VANGUARD INTL EQUITY INDEX F5,2205,212-83733830.15%+11
SERVICENOW INC(NOW)595+905150.01%+10
MANNKIND CORP(MNKD)28,85028,85001551640.06%+9
GOLDMAN SACHS GROUP INC(GS)103103082910.04%+9
JOHN HANCOCK EXCHANGE TRADED
MULTIFACTOR MI
0129+129080.00%+8
COCA COLA CO(KO)9511,018+6763710.03%+8
SALESFORCE INC(CRM)202210+848560.02%+8
AST SPACEMOBILE INC(ASTS)0100+100070.00%+7
FISERV INC(FISV)100300+20013200.01%+7
ROYAL GOLD INC(RGLD)1949+304110.00%+7
ISHARES TR035+35070.00%+7
CATERPILLAR INC(CAT)7373035420.02%+7
VANGUARD INTL EQUITY INDEX F1,8271,82701461530.06%+7
DUKE ENERGY CORP NEW(DUK)134200+6617230.01%+7
UNITEDHEALTH GROUP INC(UNH)424+20180.00%+7
DOMINOS PIZZA INC(DPZ)015+15060.00%+6
GE VERNOVA INC(GEV)16216201001060.04%+6
OCCIDENTAL PETE CORP(OXY)47197+150280.00%+6
TIDAL TRUST II
YIELD TSLA ETF
0145+145050.00%+5
TARGET CORP(TGT)674674060660.03%+5
UNITED PARCEL SERVICE INC(UPS)472450-2239450.02%+5
TEXAS PACIFIC LAND CORPORATI(TPL)018+18050.00%+5
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
085+85050.00%+5
PROCTER AND GAMBLE CO(PG)3571+365100.00%+5
GE AEROSPACE(GE)65965901982030.08%+5
BLOCK INC(XYZ)35111+76370.00%+5
TIDAL TRUST II
YIEL XYZ OPT ETF
0124+124040.00%+4
ISHARES BITCOIN TRUST ETF(IBIT)1,0001,394+39465690.03%+4
ROCKET LAB CORP(RKLB)3282+50260.00%+4
CHIPOTLE MEXICAN GRILL INC(CMG)415550+13516200.01%+4
TEXAS INSTRS INC(TXN)023+23040.00%+4
NEOS ETF TRUST
NASDAQ 100 HIGH
074+74040.00%+4
LOCKHEED MARTIN CORP(LMT)08+8040.00%+4
TOTALENERGIES SE(TTE)059+59040.00%+4
INTEL CORP(INTC)1,2261,216-1041450.02%+4
SHOPIFY INC(SHOP)300300045480.02%+4
MCDONALDS CORP(MCD)2,1172,11706436470.25%+4
KINSALE CAP GROUP INC(KNSL)09+9040.00%+4
VIATRIS INC(VTRS)1,3941,394014170.01%+4
RIVIAN AUTOMOTIVE INC(RIVN)695695010140.01%+3
TOPGOLF CALLAWAY BRANDS CORP(CALY)1,6081,608015190.01%+3
FIDUS INVT CORP(FDUS)0173+173030.00%+3
SPROTT ASSET MANAGEMENT LP(PHYS)951951028310.01%+3
PEPSICO INC(PEP)81101+2011150.01%+3
MAIN STR CAP CORP(MAIN)2073+53140.00%+3
MEDICAL PPTYS TRUST INC(MPT)41642+601030.00%+3
GLOBAL X FDS
GLOBAL X URANIUM
070+70030.00%+3
LUMEN TECHNOLOGIES INC(LUMN)7851,000+215580.00%+3
Page 1 of 6
SWAN Capital LLC — 13F Holdings — Q4 2025 | TickerTrail