SWF LLC

CIK

2065728

Location

OMAHA, NE

Portfolio Value

Mid $1,571,606,827

Diversification

Highly concentrated

Reports for

Suzanne & Walter Scott Foundation Walter Scott Family Foundation

Filing Date

Global Rank

#1,957 / 8,827 ▲ 162 · as of Jun 2026

Top Industry

Insurance - Diversified 99.8%

3Y Alpha vs SPY

-2.4%

Period ended 38 days ago

Filed Nov 5, 2026 · 2d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 100.0% of the book (60%+)

Turnover

Low turnover

0.0% over the last four quarters (under 30%)

Horizon

Horizon unknown

The value-weighted holding period is at least 9.5 quarters, but 19.6% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 93.3%; sector active share 75.8% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

18 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

56.3%

+5.3 pts

Top 5

99.9%

−0.0 pts

Top 10

100.0%

−0.0 pts

HHI

3,933

Highly concentrated+362

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	79.1%	$1,242,593,295	13
Financial Services	20.9%	$328,198,860	2
Technology	0.0%	$586,377	2
Communication Services	0.0%	$228,295	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

4 positions

Ticker	Company	Δ Shares	Shares	Value
IEMG	iShares Trust	+366,000	685,456	$0
IXUS	iShares Core MSCI Total International Stock ETF	+314,867	727,286	$69,084,896
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	+70,738	259,645	$97,169,544
VOO	VANGUARD 500 INDEX FUND	+65,812	1,074,685	$753,203,727
No positions match the current search.

Trimmed

Positions the filer reduced

2 positions

Ticker	Company	Δ Shares	Shares	Value
IJH	iShares Core S&P Mid-Cap ETF	−532,260	1,502,828	$108,128,473
IJR	iShares Core S&P Small-Cap ETF	−201,328	428,983	$58,358,845
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
IVW	iShares S&P 500 Growth ETF	253,851	$36,112,843
VTV	VANGUARD VALUE INDEX FUND	158,889	$34,332,734
JEMA	JPMorgan ActiveBuilders Emerging Markets Equity ETF	7,775	$481,194
RLY	State Street(R) Multi-Asset Real Return ETF	5,795	$209,721
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

18 tracked positions · $1,571,606,827 total · filing declares 32 positions · $1,627,238,453 · as of Sep 30, 2026

All sectors Communication Services Financial Services Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VOO	VANGUARD 500 INDEX FUND	Added	1,074,685	+65,812	$753,203,727	+8.7%	47.93%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	584,092	0	$290,848,610	−0.5%	18.51%
IJH	iShares Core S&P Mid-Cap ETF	Reduced	1,502,828	-532,260	$108,128,473	−31.1%	6.88%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	259,645	+70,738	$97,169,544	+39.0%	6.18%
QQQ	Invesco Qqq Trust, Series 1	Held	114,124	0	$84,425,510	+0.5%	5.37%
IXUS	iShares Core MSCI Total International Stock ETF	Added	727,286	+314,867	$69,084,896	+75.5%	4.40%
IJR	iShares Core S&P Small-Cap ETF	Reduced	428,983	-201,328	$58,358,845	−37.6%	3.71%
BRK-A	Berkshire Hathaway Inc Financial Services	Held	50	0	$37,350,250	−0.2%	2.38%
IVW	iShares S&P 500 Growth ETF	NEW	253,851	NEW	$36,112,843	NEW	2.30%
VTV	VANGUARD VALUE INDEX FUND	NEW	158,889	NEW	$34,332,734	NEW	2.18%
DFAI	Dimensional International Core Equity Market ETF	Held	20,358	0	$843,431	+0.4%	0.05%
JEMA	JPMorgan ActiveBuilders Emerging Markets Equity ETF	NEW	7,775	NEW	$481,194	NEW	0.03%
NVDA	Nvidia Corp Technology	Held	1,471	0	$335,946	+14.1%	0.02%
AAPL	Apple Inc. Technology	Held	752	0	$250,431	+15.1%	0.02%
CMDT	PIMCO Commodity Strategy Active Exchange-Traded Fund	Held	6,993	0	$242,377	+13.0%	0.02%
GOOG	Alphabet Inc. Communication Services	Held	670	0	$228,295	−3.6%	0.01%
RLY	State Street(R) Multi-Asset Real Return ETF	NEW	5,795	NEW	$209,721	NEW	0.01%
IEMG	iShares Trust	Added	685,456	+366,000	$0	−100.0%	0.00%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.