account_balance
Investment manager · 13F filer · SEC CIK 1952722
SWAN Capital LLC
Reported value$292Mas of Jun 30, 2026
Positions580 84 new, 58 sold out
Top 10 weight64.7%VYMI alone is 10%
FiledAug 1344 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
VYMIVanguard Whitehall FDS
9.5%
VNQVanguard Index FDS
7.6%Added +4%
VCLTVanguard Scottsdale FDS
7.6%Added +6%
VTIPVanguard Malvern FDS
7.3%Added +10%
VIGVanguard Specialized Funds
6.3%Added +10%
VYMVanguard Whitehall FDS
6.2%Added +10%
PFFiShares Tr
6.0%Added +14%
VPUVanguard World Fd
5.6%Added +13%
VWOBVanguard Whitehall FDS
4.3%Added +33%
VIGIVanguard Whitehall FDS
4.3%Added +11%
VDEVanguard World Fd
3.9%Trimmed −9%
VGTVanguard World Fd
3.6%
VYMIVanguard Whitehall FDS
9.5%
VNQVanguard Index FDS
7.6%
VCLTVanguard Scottsdale FDS
7.6%
VTIPVanguard Malvern FDS
7.3%Added +10%
VIGVanguard Specialized Funds
6.3%+10%
VYMVanguard Whitehall FDS
6.2%+10%
PFFiShares Tr
6.0%
VPUVanguard World Fd
5.6%
VWOBVanguard Whitehall FDS
4.3%
VIGIVanguard Whitehall FDS
4.3%
VDEVanguard World Fd
3.9%
VGTVanguard World Fd
3.6%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VYMI Vanguard Whitehall FDS 9.5% Held
VNQ Vanguard Index FDS 7.6% Added +4%
VCLT Vanguard Scottsdale FDS 7.6% Added +6%
VTIP Vanguard Malvern FDS 7.3% Added +10%
VIG Vanguard Specialized Funds 6.3% Added +10%
VYM Vanguard Whitehall FDS 6.2% Added +10%
PFF iShares Tr 6.0% Added +14%
VPU Vanguard World Fd 5.6% Added +13%
VWOB Vanguard Whitehall FDS 4.3% Added +33%
VIGI Vanguard Whitehall FDS 4.3% Added +11%
VDE Vanguard World Fd 3.9% Trimmed −9%
VGT Vanguard World Fd 3.6% Trimmed −24%
What changed
Biggest moves since Mar 31, 2026
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