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Christi Annin

Swf Llc

Assets Managed
$1.147B
Holdings
11
Last Quarter
2026 - Q1
Filed Date
1mo 13d ago
Growth Rate
15.99%(2Q avg: 8.67%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Swf Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 11 positions.

Assets under management

The assets under management (AUM) of Swf Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.147B in assets, with a quarterly growth rate of 15.99% and a 2-quarter average growth rate of 8.67%. The portfolio is managed by Christi Annin, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 45.35%
47.85%
$548.746M
918,327 shares@ $597.56 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
24.41%
$279.897M
584,092 shares@ $479.2 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 8.42%
11.93%
$136.817M
2.026M shares@ $67.53 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Increased 4.75%
6.8%
$77.968M
627,654 shares@ $124.23 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 8.58%
5.74%
$65.799M
114,000 shares@ $577.18 avg price
BRK.A
Berkshire Hathaway Inc-cl A
Recent Activity
3.14%
$35.907M
50 shares@ $718140.0 avg price
DFAI
Dimensional International Co
Recent Activity
Increased 13.62%
0.07%
$793,148
20,358 shares@ $38.97 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 7.12%
0.03%
$262,646
1,506 shares@ $174.4 avg price
AAPL
Apple Inc
Recent Activity
Increased 3.13%
0.03%
$234,248
923 shares@ $253.79 avg price
CMDT
Pimco Commodity Active Strat
Recent Activity
New Position
0.02%
$225,664
6,993 shares@ $32.27 avg price

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