SWAN Capital LLC

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
560
Quarter
2025 Q4
Top Holding
VYMI (10.1%)
Top 10 Concentration
59.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 560
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
VYMI
VANGUARD WHITEH...
Bond/Debt 10.06% 9.95% #1
Prev: #1
4.0 -2,237 -0.8%
P
S
287,539 $25,878,491 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VCLT
VANGUARD SCOTTS...
ETF 8.32% 8.26% #2
Prev: #2
5.4 19,873 7.6%
P
S
282,137 $21,400,082 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VNQ
VANGUARD INDEX ...
ETF 6.90% 6.79% #3
Prev: #3
4.8 17,352 9.5%
P
S
200,514 $17,743,455 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VIG
VANGUARD SPECIA...
ETF 5.08% 4.63% #4 2
Prev: #6
4.1 6,550 12.4%
P
S
59,439 $13,063,464 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VTIP
VANGUARD MALVER...
ETF 5.00% 4.67% #5
Prev: #5
4.0 32,371 14.2%
P
S
260,105 $12,864,782 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
PFF
ISHARES TR
Preferred 4.93% 4.59% #6 1
Prev: #7
4.0 51,281 14.3%
P
S
409,140 $12,666,965 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VGT
VANGUARD WORLD ...
ETF 4.87% 5.63% #7 3
Prev: #4
2.0 -1,977 -10.6%
P
S
16,613 $12,522,325 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VYM
VANGUARD WHITEH...
ETF 4.83% 4.21% #8 3
Prev: #11
4.0 12,986 17.6%
P
S
86,600 $12,428,874 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VDE
VANGUARD WORLD ...
ETF 4.58% 4.22% #9 1
Prev: #10
3.9 10,984 13.3%
P
S
93,608 $11,787,072 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VPU
VANGUARD WORLD ...
ETF 4.46% 4.31% #10 1
Prev: #9
3.8 5,839 10.4%
P
S
62,019 $11,476,072 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BRK/B
BERKSHIRE HATHA...
Financial Services 4.10% 4.47% #11 3
Prev: #8
1.7 -938 -4.3%
P
S
20,988 $10,549,493 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VBK
VANGUARD INDEX ...
ETF 3.59% 3.92% #12 2
Prev: #14
1.5 -1,969 -6.1%
P
S
30,519 $9,220,065 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VONG
VANGUARD SCOTTS...
ETF 3.56% 3.97% #13
Prev: #13
1.4 -6,006 -7.4%
P
S
75,155 $9,150,099 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VIGI
VANGUARD WHITEH...
Bond/Debt 3.55% 3.25% #14 3
Prev: #17
3.5 10,165 11.3%
P
S
99,755 $9,122,581 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VOT
VANGUARD INDEX ...
ETF 3.47% 3.98% #15 3
Prev: #12
1.4 -1,465 -4.4%
P
S
31,979 $8,926,749 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VOE
VANGUARD INDEX ...
ETF 3.16% 3.42% #16 1
Prev: #15
1.3 -2,547 -5.3%
P
S
45,826 $8,128,125 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VBR
VANGUARD INDEX ...
ETF 3.13% 3.38% #17 1
Prev: #16
1.3 -1,964 -4.9%
P
S
38,020 $8,052,343 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VWOB
VANGUARD WHITEH...
ETF 2.55% 2.25% #18 2
Prev: #20
3.1 14,245 17.2%
P
S
97,079 $6,546,048 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VONV
VANGUARD SCOTTS...
ETF 2.53% 2.71% #19 1
Prev: #18
1.0 -4,247 -5.7%
P
S
70,457 $6,503,197 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VSS
VANGUARD INTL E...
ETF 2.09% 2.25% #20 1
Prev: #19
0.8 -1,511 -3.9%
P
S
37,490 $5,373,490 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VCIT
VANGUARD SCOTTS...
Bond/Debt 1.73% 1.83% #21
Prev: #21
0.7 -737 -1.4%
P
S
53,005 $4,439,151 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC
Technology 1.34% 1.30% #22
Prev: #22
2.5 34 0.3%
P
S
12,633 $3,434,363 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SO
SOUTHERN CO
Utilities 0.62% 0.71% #23
Prev: #23
0.2 -10 -0.1%
P
S
18,377 $1,602,446 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
NVDA
NVIDIA CORPORAT...
Technology 0.31% 0.30% #24
Prev: #24
2.1 256 6.4%
P
S
4,232 $789,200 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AMZN
AMAZON COM INC
Consumer Cyclical 0.28% 0.20% #25 4
Prev: #29
2.2 905 40.0%
P
S
3,165 $730,545 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
V
VISA INC
Financial Services 0.00% 0.04%
Sold All 😨
(Was: #58)
0.3 -267 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TRP
TC ENERGY CORP
Energy 0.00% 0.02%
Sold All 😨
(Was: #89)
0.3 -728 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SNOW
SNOWFLAKE INC
Technology 0.00% 0.01%
Sold All 😨
(Was: #114)
0.3 -102 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MDB
MONGODB INC
Technology 0.00% 0.01%
Sold All 😨
(Was: #138)
0.3 -50 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SHEL
SHELL PLC
Energy 0.00% 0.00%
Sold All 😨
(Was: #159)
0.3 -150 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ES
EVERSOURCE ENER...
Utilities 0.00% 0.00%
Sold All 😨
(Was: #176)
0.3 -117 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SAND
SANDSTORM GOLD ...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #204)
0.3 -480 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SOBO
SOUTH BOW CORP
Energy 0.00% 0.00%
Sold All 😨
(Was: #244)
0.3 -142 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TTE
TOTALENERGIES S...
Energy 0.00% 0.00%
Sold All 😨
(Was: #255)
0.3 -59 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NBIS
NEBIUS GROUP N....
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #256)
0.3 -31 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DLR
DIGITAL RLTY TR...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #257)
0.3 -20 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
EOG
EOG RES INC
Energy 0.00% 0.00%
Sold All 😨
(Was: #276)
0.3 -25 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
WNS
WNS HLDGS LTD
Unknown 0.00% 0.00%
Sold All 😨
(Was: #286)
0.3 -33 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IONQ
IONQ INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #291)
0.3 -40 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ZETA
ZETA GLOBAL HOL...
Technology 0.00% 0.00%
Sold All 😨
(Was: #316)
0.3 -100 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EQT
EQT CORP
Energy 0.00% 0.00%
Sold All 😨
(Was: #324)
0.3 -35 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BEP
BROOKFIELD RENE...
Utilities 0.00% 0.00%
Sold All 😨
(Was: #357)
0.3 -50 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MTA
METALLA RTY & S...
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #359)
0.3 -200 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MIR
MIRION TECHNOLO...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #370)
0.3 -50 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MTDR
MATADOR RES CO
Energy 0.00% 0.00%
Sold All 😨
(Was: #374)
0.3 -25 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
JEPQ
J P MORGAN EXCH...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #382)
0.3 -18 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
WEC
WEC ENERGY GROU...
Utilities 0.00% 0.00%
Sold All 😨
(Was: #383)
0.3 -9 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ETR
ENTERGY CORP NE...
Utilities 0.00% 0.00%
Sold All 😨
(Was: #386)
0.3 -11 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
WY
WEYERHAEUSER CO...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #389)
0.3 -40 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AZN
ASTRAZENECA PLC
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #391)
0.3 -13 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHD
SCHWAB STRATEGI...
ETF 0.00% 0.00%
Sold All 😨
(Was: #392)
0.3 -36 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NRG
NRG ENERGY INC
Utilities 0.00% 0.00%
Sold All 😨
(Was: #393)
0.3 -6 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IAUX
I-80 GOLD CORP
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #395)
0.3 -1,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AMLP
ALPS ETF TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #397)
0.3 -20 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FBIO
FORTRESS BIOTEC...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #401)
0.3 -250 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GTLB
GITLAB INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #402)
0.3 -20 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VG
VENTURE GLOBAL ...
Energy 0.00% 0.00%
Sold All 😨
(Was: #403)
0.3 -60 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BRZE
BRAZE INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #404)
0.3 -30 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ALVO
ALVOTECH
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #407)
0.3 -100 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ETHA
ISHARES ETHEREU...
ETF 0.00% 0.00%
Sold All 😨
(Was: #412)
0.3 -25 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IEZ
ISHARES TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #416)
0.3 -40 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BSM
BLACK STONE MIN...
Energy 0.00% 0.00%
Sold All 😨
(Was: #423)
0.3 -50 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LFCR
LIFECORE BIOMED...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #427)
0.3 -80 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RCAT
RED CAT HLDGS I...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #434)
0.3 -50 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PROP
PRAIRIE OPER CO
Energy 0.00% 0.00%
Sold All 😨
(Was: #441)
0.3 -200 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IPG
INTERPUBLIC GRO...
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #443)
0.3 -14 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SYM
SYMBOTIC INC
Industrials 0.00% 0.00%
Sold All 😨
(Was: #444)
0.3 -7 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AMPX
AMPRIUS TECHNOL...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #449)
0.3 -29 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SMCI
SUPER MICRO COM...
Technology 0.00% 0.00%
Sold All 😨
(Was: #451)
0.3 -6 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RXRX
RECURSION PHARM...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #454)
0.3 -50 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TXRH
TEXAS ROADHOUSE...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #462)
0.3 -1 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MITT
AG MTG INVT TR ...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #469)
0.3 -20 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
C
CITIGROUP INC
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #477)
0.3 -1 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SPCE
VIRGIN GALACTIC...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #489)
0.3 -2 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 560 holdings

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