Ervin Investment Management, LLC
Q3 2026 13F filing
Updated 13 days ago46 disclosed positions worth $186.2M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | B BERKSHIRE HATHAWAY INC DEL | $39.1M | 78.5K | 21.00% | Trimmed(-0.4%) |
| 2 | M MICROSOFT CORP | $17.2M | 33.5K | 9.22% | Added(+0.4%) |
| 3 | A APPLE INC | $16M | 47.9K | 8.57% | Trimmed(-1.9%) |
| 4 | S SPDR SERIES TRUST | $15.6M | 169.7K | 8.39% | Added(+0.7%) |
| 5 | G ALPHABET INC | $9.2M | 26.8K | 4.94% | Trimmed(-3.8%) |
| 6 | B BROOKFIELD CORP | $8.5M | 232.8K | 4.56% | Added(+0.2%) |
| 7 | L LOEWS CORP | $8.1M | 77.6K | 4.35% | Trimmed(-0.5%) |
| 8 | V VANGUARD INDEX FDS | $6.6M | 28.6K | 3.54% | Added(+0.0%) |
| 9 | S SPDR INDEX SHS FDS | $6.1M | 122.2K | 3.29% | Added(+1.4%) |
| 10 | S ETFS GOLD TR | $6.1M | 153.3K | 3.26% | Added(+0.1%) |
| 11 | G GENERAL MTRS CO | $5.5M | 71.6K | 2.96% | Added(+0.4%) |
| 12 | S SPDR INDEX SHS FDS | $4.9M | 95.4K | 2.65% | Added(+1.9%) |
| 13 | M MARKEL GROUP INC | $4.7M | 2.7K | 2.51% | Added(+0.5%) |
| 14 | A ASML HLDG NV | $4.5M | 2.5K | 2.43% | Added(+0.0%) |
| 15 | J JEFFERIES FINANCIAL GROUP IN | $4.2M | 92.7K | 2.28% | Added(+0.6%) |
| 16 | G ALPHABET INC | $3.3M | 9.6K | 1.76% | Trimmed(-1.6%) |
| 17 | X EXXON MOBIL CORP | $3.2M | 19.9K | 1.74% | Trimmed(-0.9%) |
| 18 | M MERCADOLIBRE INC | $2.2M | 1.3K | 1.16% | Added(+8.7%) |
| 19 | V VANGUARD WORLD FD | $1.9M | 13.7K | 1.00% | Added(+0.4%) |
| 20 | A ADVANCED MICRO DEVICES INC | $1.6M | 2.6K | 0.86% | Trimmed(-4.2%) |
| 21 | E ISHARES TR | $1.5M | 2.0K | 0.81% | Trimmed(-0.3%) |
| 22 | B BROOKFIELD ASSET MANAGMT LTD | $1.4M | 31.0K | 0.74% | Added(+0.3%) |
| 23 | Y YUM BRANDS INC | $1.4M | 9.9K | 0.73% | Unchanged |
| 24 | E ISHARES TR | $1.3M | 7.7K | 0.69% | Unchanged |
| 25 | P PHILIP MORRIS INTL INC | $1.2M | 6.5K | 0.67% | Unchanged |
| 26 | O ORACLE CORP | $1.2M | 8.9K | 0.66% | Unchanged |
| 27 | G GE AEROSPACE | $1.2M | 3.7K | 0.62% | Added(+0.4%) |
| 28 | V VANGUARD STAR FDS | $1.2M | 13.5K | 0.62% | Unchanged |
| 29 | A AMERICAN EXPRESS CO | $1M | 3.4K | 0.56% | Trimmed(-1.8%) |
| 30 | A AMAZON COM INC | $604K | 2.4K | 0.32% | Trimmed(-0.4%) |
| 31 | T TECK RESOURCES LTD | $572K | 8.7K | 0.31% | Unchanged |
| 32 | V VANGUARD INDEX FDS | $549K | 1.5K | 0.29% | Trimmed(-1.4%) |
| 33 | G GE VERNOVA INC | $523K | 550 | 0.28% | Unchanged |
| 34 | V VANGUARD INDEX FDS | $432K | 616 | 0.23% | Unchanged |
| 35 | B BOEING CO | $414K | 2.2K | 0.22% | Added(+11.0%) |
| 36 | S ABRDN SILVER ETF TRUST | $407K | 7.1K | 0.22% | Unchanged |
| 37 | V VANGUARD WORLD FD | $382K | 4.7K | 0.20% | Added(+4.0%) |
| 38 | D DIAGEO PLC | $360K | 4.2K | 0.19% | Unchanged |
| 39 | M ALTRIA GROUP INC | $322K | 4.8K | 0.17% | Trimmed(-0.4%) |
| 40 | C CNX RES CORP | $321K | 10.3K | 0.17% | Unchanged |
| 41 | C CHUBB LIMITED | $285K | 875 | 0.15% | Unchanged |
| 42 | Y YUM CHINA HLDGS INC | $265K | 6.4K | 0.14% | Trimmed(-2.1%) |
| 43 | K COCA COLA CO | $261K | 3.0K | 0.14% | Trimmed(-1.6%) |
| 44 | Q INVESCO QQQ TR | $256K | 346 | 0.14% | Unchanged |
| 45 | A AURORA INNOVATION INC | $224K | 40.4K | 0.12% | Added(+304.0%) |
| 46 | G GE HEALTHCARE TECHNOLOGIES I | $207K | 3.2K | 0.11% | Unchanged |