Ervin Investment Management, LLC
48 holdingsFiling period: 2026-06-30Current AUM: $192.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 78.8K | $39.4M | $39.4M | 20.51% | -2,360 | 2026-06-30 |
| 2 | SPTM | SPDR SERIES TRUST | 168.6K | $15.3M | $15.5M | 8.04% | +2.8K | 2026-06-30 |
| 3 | AAPL | APPLE INC | 48.9K | $14.1M | $16.2M | 8.42% | -1,874 | 2026-06-30 |
| 4 | MSFT | MICROSOFT CORP | 33.4K | $12.4M | $16.6M | 8.62% | +234 | 2026-06-30 |
| 5 | GOOGL | ALPHABET INC | 27.8K | $9.9M | $9.6M | 4.99% | -1,804 | 2026-06-30 |
| 6 | BN | BROOKFIELD CORP | 232.3K | $9.9M | $8.6M | 4.48% | -776 | 2026-06-30 |
| 7 | L | LOEWS CORP | 78.0K | $8.8M | $8.5M | 4.43% | -801 | 2026-06-30 |
| 8 | VBR | VANGUARD INDEX FDS | 28.6K | $6.9M | $6.9M | 3.58% | +1.2K | 2026-06-30 |
| 9 | SPDW | SPDR INDEX SHS FDS | 120.5K | $6.1M | $6.1M | 3.18% | +6.4K | 2026-06-30 |
| 10 | SGOL | ETFS GOLD TR | 153.1K | $5.9M | $6.3M | 3.26% | +8.7K | 2026-06-30 |
| 11 | GM | GENERAL MTRS CO | 71.3K | $5.5M | $6.1M | 3.16% | -1,160 | 2026-06-30 |
| 12 | MKL | MARKEL GROUP INC | 2.7K | $5.3M | $4.9M | 2.52% | +76 | 2026-06-30 |
| 13 | — | ASML HLDG NV | 2.5K | $5.0M | $5.0M | 2.58% | -55 | 2026-06-30 |
| 14 | SPEM | SPDR INDEX SHS FDS | 93.6K | $4.8M | $4.8M | 2.51% | +5.2K | 2026-06-30 |
| 15 | JEF | JEFFERIES FINANCIAL GROUP IN | 92.2K | $4.6M | $4.5M | 2.34% | +1.9K | 2026-06-30 |
| 16 | GOOG | ALPHABET INC | 9.8K | $3.5M | $3.3M | 1.74% | -755 | 2026-06-30 |
| 17 | XOM | EXXON MOBIL CORP | 20.1K | $2.7M | $3.4M | 1.76% | -2,126 | 2026-06-30 |
| 18 | XOM | EXXON MOBIL CORP | 20.1K | $2.7M | $3.4M | 1.76% | -2,126 | 2026-06-30 |
| 19 | MELI | MERCADOLIBRE INC | 1.2K | $2.0M | $2.1M | 1.10% | -- | 2026-06-30 |
| 20 | ESGV | VANGUARD WORLD FD | 13.7K | $1.8M | $1.8M | 0.95% | +860 | 2026-06-30 |
| 21 | AMD | ADVANCED MICRO DEVICES INC | 2.7K | $1.6M | $1.4M | 0.72% | -201 | 2026-06-30 |
| 22 | YUM | YUM BRANDS INC | 9.9K | $1.6M | $1.4M | 0.73% | -825 | 2026-06-30 |
| 23 | IVV | ISHARES TR | 2.0K | $1.5M | $1.5M | 0.78% | -142 | 2026-06-30 |
| 24 | BAM | BROOKFIELD ASSET MANAGMT LTD | 30.9K | $1.4M | $1.4M | 0.74% | -2,034 | 2026-06-30 |
| 25 | GE | GE AEROSPACE | 3.7K | $1.4M | $1.1M | 0.59% | -- | 2026-06-30 |
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