§ 13F · FUND PROFILE
Vines Capital Management, LLC.
AUM · $244M (13F)Positions · 210Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 36K | $18M | 7.4% | +122% |
| 2 | NVDA | NVIDIA CORPORATION | 64K | $13M | 5.3% | — |
| 3 | AAPL | APPLE INC | 35K | $10M | 4.1% | +100% |
| 4 | QQQ | INVESCO QQQ TR | 6K | $5M | 1.9% | — |
| 5 | JPM | JPMORGAN CHASE & CO | 14K | $4M | 1.8% | — |
| 6 | DGRW | WISDOMTREE TR | 46K | $4M | 1.8% | — |
| 7 | VOO | VANGUARD INDEX FDS | 6K | $4M | 1.8% | +120% |
| 8 | VUG | VANGUARD INDEX FDS | 47K | $4M | 1.7% | — |
| 9 | MTUM | ISHARES TR | 10K | $4M | 1.5% | — |
| 10 | AMZN | AMAZON COM INC | 15K | $4M | 1.5% | +111% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE VINES SIGNAL
AC read
Vines Capital Management, LLC is a Other fund managing $244 million in assets. The fund runs a broad portfolio of 210 positions.
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