§ 13F · FUND PROFILE
Ervin Investment Management, LLC.
AUM · $184M (13F)Positions · 47Turnover · n/a · Q2Filed · Jul 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 79K | $39M | 21.4% | −3% |
| 2 | SPTM | SPDR SERIES TRUST | 169K | $15M | 8.3% | +2% |
| 3 | AAPL | APPLE INC | 49K | $14M | 7.7% | −4% |
| 4 | MSFT | MICROSOFT CORP | 33K | $12M | 6.8% | +1% |
| 5 | GOOGL | ALPHABET INC | 28K | $10M | 5.4% | −6% |
| 6 | BN | BROOKFIELD CORP | 232K | $10M | 5.4% | ±0% |
| 7 | L | LOEWS CORP | 78K | $9M | 4.8% | −1% |
| 8 | VBR | VANGUARD INDEX FDS | 29K | $7M | 3.8% | +4% |
| 9 | SPDW | SPDR INDEX SHS FDS | 121K | $6M | 3.3% | +6% |
| 10 | SGOL | ETFS GOLD TR | 153K | $6M | 3.2% | +6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ERVIN SIGNAL
AC read
Ervin Investment Management, LLC is a Other fund managing $184 million in assets. The fund runs a portfolio of 47 positions.
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