Ervin Investment Management, LLC

CIK 0001907802 · SEATTLE, WA · Quarter end: 2026-06-30 · Filed on: 2026-07-14 · Open the SEC source

Ervin Investment Management, LLC reported 47 positions worth $184.1M as of June 30, 2026 (13F filed July 14, 2026). Largest holding: BRK-B (21.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$184.1M
2026 Q2
Positions
47
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
70.0%
Est. Net Flow (Q)
2026 Q2
10 / 47 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1BRK-BBERKSHIRE HATHAWAY INC DELSH$39.4M21.43%78,831
2SPTMSPDR SERIES TRUSTSH$15.3M8.31%168,556
3AAPLAPPLE INCSH$14.1M7.68%48,875
4MSFTMICROSOFT CORPSH$12.4M6.76%33,354
5GOOGLALPHABET INCSH$9.9M5.40%27,808
6BNBROOKFIELD CORPSH$9.9M5.38%232,348
7LLOEWS CORPSH$8.8M4.79%77,959
8VBRVANGUARD INDEX FDSSH$6.9M3.77%28,553
9SPDWSPDR INDEX SHS FDSSH$6.1M3.30%120,510
10SGOLETFS GOLD TRSH$5.9M3.18%153,105

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Ervin Investment Management, LLC hold as of Q2 2026?

Ervin Investment Management, LLC reported 47 positions worth $184.1M in its Q2 2026 13F filing. Largest positions: BRK-B (21.4%), SPTM (8.3%), AAPL (7.7%), MSFT (6.8%) and GOOGL (5.4%).

What did Ervin Investment Management, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Ervin Investment Management, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.