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Filers›Family Office›SWAN Capital LLC
DOSSIER · 13F-HR · Q1 2026

SWAN Capital LLC

SWAN's family office based in Stamford, CT — $272M in tracked AUM across 554 positions as of Q1 2026.

S
SWAN·Stamford, CT·Family Office
CIK 0001952722 · last filed Mar 31, 2026
Total AUM
$272M
▼ 4.9%
vs prior
Holdings
554
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
Top sector
Tech
5% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

SWAN Capital LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VYMI
VANGUARD WHITEHALL FDS
$27M283K9.8%
02
VCLT
VANGUARD SCOTTSDALE FDS
$21M278K7.6%
03
VNQ
VANGUARD INDEX FDS
$20M223K7.3%
04
VTIP
VANGUARD MALVERN FDS
$19M382K7.0%
05
VYM
VANGUARD WHITEHALL FDS
$16M105K5.7%
06
PFF
ISHARES TR
$15M504K5.6%
07
VIG
VANGUARD SPECIALIZED FUNDS
$15M71K5.6%
08
VDE
VANGUARD WORLD FD
$15M84K5.4%
09
VPU
VANGUARD WORLD FD
$15M73K5.3%
10
VIGI
VANGUARD WHITEHALL FDS
$11M121K3.9%

Filing history

Filing history loading…
AI Agent · grounded in SWAN
haiku-4-5 · 554 positions indexed
Sector mix
  • Tech5%
  • Health Care18%
  • Communications8%
  • Industrials28%
  • Energy9%
  • Other32%
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