Ervin Investment Management, LLC

Est. AUM

$170.8M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$38.9M	81191	22.78%	SOLE
2	SPDR SERIES TRUST	STATE STREET SPD	$13.1M	165710	7.67%	SOLE
3	APPLE INC	COM	$12.9M	50749	7.54%	SOLE
4	MICROSOFT CORP	COM	$12.3M	33120	7.18%	SOLE
5	BROOKFIELD CORP	CL A LTD VT SH	$9.4M	233124	5.53%	SOLE
6	ALPHABET INC	CAP STK CL A	$8.5M	29612	4.99%	SOLE
7	LOEWS CORP	COM	$8.4M	78760	4.92%	SOLE
8	ETFS GOLD TR	PHYSCL GOLD SHS	$6.4M	144420	3.77%	SOLE
9	VANGUARD INDEX FDS	SM CP VAL ETF	$5.9M	27378	3.48%	SOLE
10	GENERAL MTRS CO	COM	$5.4M	72475	3.16%	SOLE
11	SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$5.2M	114088	3.05%	SOLE
12	MARKEL GROUP INC	COM	$5.0M	2635	2.95%	SOLE
13	SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$4.1M	88449	2.43%	SOLE
14	EXXON MOBIL CORP	COM	$3.8M	22178	2.20%	SOLE
15	JEFFERIES FINL GROUP INC	COM	$3.7M	90308	2.18%	SOLE
16	ASML HOLDING N V	N Y REGISTRY SHS	$3.4M	2554	1.98%	SOLE
17	ALPHABET INC	CAP STK CL C	$3.0M	10551	1.77%	SOLE
18	ISHARES TR	0-3 MNTH TREASRY	$1.8M	18113	1.07%	SOLE
19	YUM BRANDS INC	COM	$1.7M	10747	0.98%	SOLE
20	BROOKFIELD ASSET MANAGMT LTD	CL A LMT VTG SHS	$1.5M	32941	0.86%	SOLE
21	VANGUARD WORLD FD	ESG US STK ETF	$1.4M	12828	0.84%	SOLE
22	ISHARES TR	CORE S&P500 ETF	$1.4M	2120	0.81%	SOLE
23	ORACLE CORP	COM	$1.3M	9110	0.78%	SOLE
24	PHILIP MORRIS INTL INC	COM	$1.2M	7134	0.69%	SOLE
25	AMERICAN EXPRESS CO	COM	$1.2M	3871	0.69%	SOLE
26	ISHARES TR	CORE S&P TTL STK	$1.1M	7483	0.62%	SOLE
27	VANGUARD STAR FDS	VG TL INTL STK F	$1.0M	13539	0.61%	SOLE
28	GE AEROSPACE	COM NEW	$1.0M	3669	0.61%	SOLE
29	ADVANCED MICRO DEVICES INC	COM	$598K	2941	0.35%	SOLE
30	ABRDN SILVER ETF TRUST	PHYSCL SILVR SHS	$508K	7100	0.30%	SOLE
31	GE VERNOVA INC	COM	$480K	550	0.28%	SOLE
32	VANGUARD INDEX FDS	TOTAL STK MKT	$477K	1486	0.28%	SOLE
33	AMAZON COM INC	COM	$472K	2266	0.28%	SOLE
34	TECK RESOURCES LTD	CL B	$458K	8855	0.27%	SOLE
35	BOEING CO	COM	$399K	2005	0.23%	SOLE
36	CNX RES CORP	COM	$397K	10300	0.23%	SOLE
37	ALTRIA GROUP INC	COM	$353K	5351	0.21%	SOLE
38	YUM CHINA HLDGS INC	COM	$345K	7080	0.20%	SOLE
39	DIAGEO PLC	SPON ADR NEW	$341K	4576	0.20%	SOLE
40	VANGUARD WORLD FD	ESG INTL STK ETF	$303K	4228	0.18%	SOLE
41	SUNCOR ENERGY INC NEW	COM	$249K	3759	0.15%	SOLE
42	COCA COLA CO	COM	$235K	3087	0.14%	SOLE
43	SPDR GOLD TR	GOLD SHS	$234K	543	0.14%	SOLE
44	GE HEALTHCARE TECHNOLOGIES I	COMMON STOCK	$225K	3162	0.13%	SOLE
45	CHUBB LIMITED	COM	$218K	670	0.13%	SOLE
46	SPROUTS FMRS MKT INC	COM	$218K	2831	0.13%	SOLE
47	AURORA INNOVATION INC	CLASS A COM	$41K	10000	0.02%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.