Ervin Investment Management, LLC
48 holdingsFiling period: 2026-03-31Current AUM: $191.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 81.2K | $38.9M | $38.9M | 20.36% | +331 | 2026-03-31 |
| 2 | SPTM | SPDR SERIES TRUST | 165.7K | $13.1M | $15.0M | 7.87% | +81.2K | 2026-03-31 |
| 3 | AAPL | APPLE INC | 50.7K | $12.9M | $15.7M | 8.20% | +49.0K | 2026-03-31 |
| 4 | MSFT | MICROSOFT CORP | 33.1K | $12.3M | $15.4M | 8.05% | +25.9K | 2026-03-31 |
| 5 | BN | BROOKFIELD CORP | 233.1K | $9.4M | $9.9M | 5.19% | +221.3K | 2026-03-31 |
| 6 | GOOGL | ALPHABET INC | 29.6K | $8.5M | $10.5M | 5.52% | +27.5K | 2026-03-31 |
| 7 | L | LOEWS CORP | 78.8K | $8.4M | $9.1M | 4.78% | +45.7K | 2026-03-31 |
| 8 | SGOL | ETFS GOLD TR | 144.4K | $6.4M | $5.6M | 2.92% | +143.9K | 2026-03-31 |
| 9 | VBR | VANGUARD INDEX FDS | 27.4K | $5.9M | $6.7M | 3.50% | +25.8K | 2026-03-31 |
| 10 | GM | GENERAL MTRS CO | 72.5K | $5.4M | $6.4M | 3.37% | -14,629 | 2026-03-31 |
| 11 | SPDW | SPDR INDEX SHS FDS | 114.1K | $5.2M | $5.7M | 2.99% | +4.5K | 2026-03-31 |
| 12 | MKL | MARKEL GROUP INC | 2.6K | $5.0M | $5.0M | 2.60% | -6,475 | 2026-03-31 |
| 13 | SPEM | SPDR INDEX SHS FDS | 88.4K | $4.1M | $4.5M | 2.36% | +81.3K | 2026-03-31 |
| 14 | XOM | EXXON MOBIL CORP | 22.2K | $3.8M | $3.4M | 1.80% | -51,788 | 2026-03-31 |
| 15 | XOM | EXXON MOBIL CORP | 22.2K | $3.8M | $3.4M | 1.80% | -51,788 | 2026-03-31 |
| 16 | JEF | JEFFERIES FINL GROUP INC | 90.3K | $3.7M | $4.9M | 2.58% | +85.0K | 2026-03-31 |
| 17 | — | ASML HOLDING N V | 2.6K | $3.4M | $3.4M | 1.77% | -30,483 | 2026-03-31 |
| 18 | GOOG | ALPHABET INC | 10.6K | $3.0M | $3.8M | 1.97% | -40,699 | 2026-03-31 |
| 19 | SGOV | ISHARES TR | 18.1K | $1.8M | $1.8M | 0.95% | +15.5K | 2026-03-31 |
| 20 | YUM | YUM BRANDS INC | 10.7K | $1.7M | $1.6M | 0.86% | -- | 2026-03-31 |
| 21 | BAM | BROOKFIELD ASSET MANAGMT LTD | 32.9K | $1.5M | $1.6M | 0.83% | +28.4K | 2026-03-31 |
| 22 | ESGV | VANGUARD WORLD FD | 12.8K | $1.4M | $1.7M | 0.89% | -11,551 | 2026-03-31 |
| 23 | IVV | ISHARES TR | 2.1K | $1.4M | $1.6M | 0.83% | -77,060 | 2026-03-31 |
| 24 | ORCL | ORACLE CORP | 9.1K | $1.3M | $1.2M | 0.62% | +8.8K | 2026-03-31 |
| 25 | PM | PHILIP MORRIS INTL INC | 7.1K | $1.2M | $1.4M | 0.71% | +4.3K | 2026-03-31 |
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