Fund HoldingsSWAN Capital LLC

Total Portfolio Value
$257.14M
Total Bought
$15.07M
Total Sold
$7.30M
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)03,165+3,16507310.28%+731
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)01,600+1,60001620.06%+162
SCHWAB STRATEGIC TR01,852+1,8520600.02%+60
NVIDIA CORPORATION(NVDA)3,9764,232+2567427890.31%+47
ELI LILLY & CO(LLY)0154+15401660.06%+166
ADVANCED MICRO DEVICES INC(AMD)0591+59101270.05%+127
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)0208+2080270.01%+27
UNION PAC CORP(UNP)0107+1070250.01%+25
UBER TECHNOLOGIES INC(UBER)0365+3650300.01%+30
BROADCOM INC(AVGO)076+760260.01%+26
NOVARTIS AG(NVS)0131+1310180.01%+18
RTX CORPORATION(RTX)0102+1020190.01%+19
CONSTRUCTION PARTNERS INC(ROAD)0150+1500160.01%+16
CHEVRON CORP NEW(CVX)01,282+1,28201950.08%+195
MASTERCARD INCORPORATED(MA)0150+1500860.03%+86
WALMART INC(WMT)01,707+1,70701900.07%+190
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)01,300+1,3000540.02%+54
VANGUARD INDEX FDS81281204975090.20%+12
ABBVIE INC(ABBV)052+520120.00%+12
NEXTERA ENERGY INC(NEE)0161+1610130.01%+13
VANGUARD INDEX FDS1,6611,66105455570.22%+12
JOHNSON & JOHNSON(JNJ)0532+53201100.04%+110
ABBOTT LABS0300+3000380.01%+38
ROKU INC(ROKU)543602+5954650.03%+11
VANGUARD INTL EQUITY INDEX F5,2205,212-83733830.15%+11
SERVICENOW INC(NOW)095+950150.01%+15
SPDR SERIES TRUST
ST STR SP SEMI
030+300100.00%+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)01,018+1,0180710.03%+71
SALESFORCE INC(CRM)0210+2100560.02%+56
AST SPACEMOBILE INC(ASTS)0100+100070.00%+7
FISERV INC(FISV)100300+20013200.01%+7
ROYAL GOLD INC(RGLD)049+490110.00%+11
ISHARES TR035+35070.00%+7
CATERPILLAR INC(CAT)073+730420.02%+42
VANGUARD INTL EQUITY INDEX F1,8271,82701461530.06%+7
DUKE ENERGY CORP NEW(DUK)0200+2000230.01%+23
UNITEDHEALTH GROUP INC(UNH)024+24080.00%+8
DOMINOS PIZZA INC(DPZ)015+15060.00%+6
GE VERNOVA INC(GEV)16216201001060.04%+6
OCCIDENTAL PETE CORP(OXY)0197+197080.00%+8
TIDAL TRUST II
YIELD TSLA ETF
0145+145050.00%+5
TARGET CORP(TGT)674674060660.03%+5
SELECT SECTOR SPDR TR
ST STR INDL ETF
034+34050.00%+5
UNITED PARCEL SERVICE INC(UPS)0450+4500450.02%+45
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)071+710100.00%+10
GE AEROSPACE(GE)65965901982030.08%+5
BLOCK INC(XYZ)0111+111070.00%+7
SELECT SECTOR SPDR TR
ST STR ENERG ETF
096+96040.00%+4
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)082+82060.00%+6
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)02,117+2,11706470.25%+647
KINSALE CAP GROUP INC(KNSL)09+9040.00%+4
VIATRIS INC(VTRS)01,394+1,3940170.01%+17
RIVIAN AUTOMOTIVE INC(RIVN)0695+6950140.01%+14
TOPGOLF CALLAWAY BRANDS CORP(CALY)01,608+1,6080190.01%+19
FIDUS INVT CORP0173+173030.00%+3
SPROTT ASSET MANAGEMENT LP(PHYS)951951028310.01%+3
PEPSICO INC(PEP)81101+2011150.01%+3
MAIN STR CAP CORP(MAIN)073+73040.00%+4
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