Unconventional Investor, LLC
CIK: 0001910387SEC EDGAR →
Portfolio Value
$210.5M
Holdings
47
As of
Q4 2025
New Positions
5
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Total Stock Market ETF | 204,898 | $68.7M | 32.63% |
| 2 | Vanguard S&P 500 ETF | 47,898 | $30.1M | 14.29% |
| 3 | Berkshire Hathaway; Class B | 55,480 | $27.9M | 13.24% |
| 4 | Vanguard FTSE Developed Markets ETF | 271,005 | $16.9M | 8.04% |
| 5 | Vanguard Utilities ETF | 80,177 | $14.8M | 7.05% |
| 6 | VANGUARD SHORT TERM TREASURY ETF | 165,875 | $9.7M | 4.63% |
| 7 | Berkshire Hathaway A | 7 | $5.3M | 2.51% |
| 8 | Vanguard REIT ETF | 56,114 | $5.0M | 2.36% |
| 9 | Vanguard Total International Stock ETF | 62,110 | $4.7M | 2.23% |
| 10 | ISHARES CORE MSCI INTRL DVLP MKT ETF | 36,834 | $3.0M | 1.44% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 32 | $169.8M | 80.6% |
| Unknown | 4 | $33.6M | 16.0% |
| Technology | 5 | $4.4M | 2.1% |
| Industrials | 1 | $986K | 0.5% |
| Communication Services | 2 | $828K | 0.4% |
| Consumer Cyclical | 2 | $474K | 0.2% |
| Consumer Defensive | 1 | $458K | 0.2% |