Ervin Investment Management, LLC 13F Holdings
CIK 0001907802 · SEATTLE, WA
As of Sep 30, 2025, Ervin Investment Management, LLC reported 42 positions worth
CIK 0001907802 · SEATTLE, WA
As of Sep 30, 2025, Ervin Investment Management, LLC reported 42 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 80,511 | $40.5M | 23.17% |
| MICROSOFT CORP | MSFT | Technology | 33,714 | 7.5M | 9.99% |
| APPLE INC | AAPL | Technology | 53,392 | 3.6M | 7.78% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 1500(R) COMPOSITE STOCK MARKET ETF | SPTM | — | 161,149 | 3.0M | 7.44% |
| BROOKFIELD CORP | BN | Financial Services | 157,554 | 0.8M | 6.18% |
| LOEWS CORP | L | Financial Services | 80,058 | $8.0M | 4.60% |
| ALPHABET INC | GOOGL | Equity | 32,114 | $7.8M | 4.47% |
| JEFFERIES FINANCIAL GROUP INC | JEF | Financial Services | 86,698 | $5.7M | 3.25% |
| ABRDN GOLD ETF TRUST | SGOL | — | 144,770 | $5.3M | 3.05% |
| VANGUARD SMALL-CAP VALUE INDEX FUND | VBR | — | 24,017 | $5.0M | 2.87% |
| GENERAL MOTORS CO | GM | Consumer Cyclical | 80,536 | $4.9M | 2.81% |
| MARKEL GROUP INC | MKL | Financial Services | 2,536 | $4.8M | 2.77% |
| SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF | SPDW | — | 106,786 | $4.6M | 2.62% |
| SPDR PORTFOLIO EMERGING MARK | SPEM | — | 81,059 | $3.8M | 2.17% |
| ALPHABET INC | GOOG | Equity | 11,376 | $2.8M | 1.59% |
| ORACLE CORP | ORCL | Technology | 9,811 | $2.8M | 1.58% |
| EXXON MOBIL CORP | XOM | Energy | 23,737 | $2.7M | 1.53% |
| ASML HOLDING NV | ASML | Technology | 2,472 | $2.4M | 1.37% |
| ISHARES 0-3 MONTH TREASURY BOND ETF | SGOV | — | 19,756 | $2.0M | 1.14% |
| BROOKFIELD ASSET MANAGEMENT LTD | BAM | Financial Services | 33,561 | .9M | 1.09% |
| YUM BRANDS INC | YUM | Consumer Cyclical | 10,827 | .6M | 0.94% |
| ISHARES CORE S&P 500 ETF | IVV | — | 2,241 | .5M | 0.86% |
| VANGUARD ESG US STOCK ETF | ESGV | — | 11,931 | .4M | 0.81% |
| AMERICAN EXPRESS CO | AXP | Financial Services | 4,146 | .4M | 0.79% |
| PHILIP MORRIS INTERNATIONAL INC | PM | Consumer Defensive | 7,244 | .2M | 0.67% |