Ervin Investment Management, LLC Q3 2025 Filing
Filed October 7, 2025
Portfolio Value
$174.7B
Holdings
42
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (42 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BRK/BBERKSHIRE HATHAWAY INC DEL | 80,511 | $40.5B | 23.17% | |
| 2 | MSFTMICROSOFT CORP | 33,714 | $17.5B | 9.99% | |
| 3 | AAPLAPPLE INC | 53,392 | $13.6B | 7.78% | |
| 4 | SPTMSPDR SERIES TRUST | 161,149 | $13.0B | 7.44% | |
| 5 | BNBROOKFIELD CORP | 157,554 | $10.8B | 6.18% | |
| 6 | LLOEWS CORP | 80,058 | $8.0B | 4.60% | |
| 7 | GOOGLALPHABET INC | 32,114 | $7.8B | 4.47% | |
| 8 | JEFJEFFERIES FINL GROUP INC | 86,698 | $5.7B | 3.25% | |
| 9 | SGOLETFS GOLD TR | 144,770 | $5.3B | 3.05% | |
| 10 | VBRVANGUARD INDEX FDS | 24,017 | $5.0B | 2.87% | |
| 11 | GMGENERAL MTRS CO | 80,536 | $4.9B | 2.81% | |
| 12 | MKLMARKEL GROUP INC | 2,536 | $4.8B | 2.77% | |
| 13 | SPDWSPDR INDEX SHS FDS | 106,786 | $4.6B | 2.62% | |
| 14 | SPEMSPDR INDEX SHS FDS | 81,059 | $3.8B | 2.17% | |
| 15 | GOOGALPHABET INC | 11,376 | $2.8B | 1.59% | |
| 16 | ORCLORACLE CORP | 9,811 | $2.8B | 1.58% | |
| 17 | XOMEXXON MOBIL CORP | 23,737 | $2.7B | 1.53% | |
| 18 | ASMLASML HOLDING N V | 2,472 | $2.4B | 1.37% | |
| 19 | SGOVISHARES TR | 19,756 | $2.0B | 1.14% | |
| 20 | BAMBROOKFIELD ASSET MANAGMT LTD | 33,561 | $1.9B | 1.09% | |
| 21 | YUMYUM BRANDS INC | 10,827 | $1.6B | 0.94% | |
| 22 | IVVISHARES TR | 2,241 | $1.5B | 0.86% | |
| 23 | ESGVVANGUARD WORLD FD | 11,931 | $1.4B | 0.81% | |
| 24 | AXPAMERICAN EXPRESS CO | 4,146 | $1.4B | 0.79% | |
| 25 | 4I1PHILIP MORRIS INTL INC | 7,244 | $1.2B | 0.67% | |
| 26 | GEGE AEROSPACE | 3,859 | $1.2B | 0.66% | |
| 27 | ITOTISHARES TR | 7,483 | $1.1B | 0.62% | |
| 28 | VXUSVANGUARD STAR FDS | 13,809 | $1.0B | 0.58% | |
| 29 | VTIVANGUARD INDEX FDS | 1,656 | $543.5M | 0.31% | |
| 30 | DEODIAGEO PLC | 5,101 | $486.8M | 0.28% | |
| 31 | AMZNAMAZON COM INC | 2,018 | $443.1M | 0.25% | |
| 32 | TECK/BTECK RESOURCES LTD | 8,875 | $389.5M | 0.22% | |
| 33 | BABOEING CO | 1,730 | $373.4M | 0.21% | |
| 34 | MOALTRIA GROUP INC | 5,451 | $360.1M | 0.21% | |
| 35 | GEVGE VERNOVA INC | 550 | $338.2M | 0.19% | |
| 36 | SFMSPROUTS FMRS MKT INC | 2,950 | $321.0M | 0.18% | |
| 37 | YUMCYUM CHINA HLDGS INC | 7,330 | $314.6M | 0.18% | |
| 38 | VSGXVANGUARD WORLD FD | 3,668 | $254.4M | 0.15% | |
| 39 | GEHCGE HEALTHCARE TECHNOLOGIES I | 3,162 | $237.5M | 0.14% | |
| 40 | CNXCNX RES CORP | 6,600 | $212.0M | 0.12% | |
| 41 | KOCOCA COLA CO | 3,087 | $204.7M | 0.12% | |
| 42 | AURAURORA INNOVATION INC | 10,000 | $53.9M | 0.03% |