account_balance
Investment manager · 13F filer · SEC CIK 1763454
Severin Investments, LLC
Reported value$135Mas of Sep 30, 2026
Positions169 15 new, 20 sold out
Top 10 weight23.9%VEA alone is 6%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VEAVanguard Tax-Managed FDS
5.9%Added +2%
NVDANVIDIA Corp
3.0%Added +8%
VCITVanguard Scottsdale FDS
2.8%
AAPLApple Inc.
2.2%Added +29%
TSMTaiwan Semiconductor Manufacturing Co Ltd
2.0%Trimmed −11%
AVGOBroadcom Inc.
1.9%
MSFTMicrosoft Corp
1.7%Added +2%
VWOVanguard Intl Equity Index F
1.7%Added +5%
DELLDell Technologies Inc.
1.4%
SHYiShares Tr
1.3%Added +4%
VZVerizon Communications Inc
1.3%Added +21%
IJHiShares Tr
1.3%
VEAVanguard Tax-Managed FDS
5.9%Added +2%
NVDANVIDIA Corp
3.0%
VCITVanguard Scottsdale FDS
2.8%
AAPLApple Inc.
2.2%+29%
TSMTaiwan Semiconductor Manufacturing Co Ltd
2.0%−11%
AVGOBroadcom Inc.
1.9%
MSFTMicrosoft Corp
1.7%
VWOVanguard Intl Equity Index F
1.7%
DELLDell Technologies Inc.
1.4%
SHY1.3%
VZ1.3%IJH1.3%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VEA Vanguard Tax-Managed FDS 5.9% Added +2%
NVDA NVIDIA Corp 3.0% Added +8%VCIT Vanguard Scottsdale FDS 2.8% Held
AAPL Apple Inc. 2.2% Added +29%TSM Taiwan Semiconductor Manufacturing Co Ltd 2.0% Trimmed −11%AVGO Broadcom Inc. 1.9% HeldMSFT Microsoft Corp 1.7% Added +2%VWO Vanguard Intl Equity Index F 1.7% Added +5%
DELL Dell Technologies Inc. 1.4% HeldSHY iShares Tr 1.3% Added +4%
VZ Verizon Communications Inc 1.3% Added +21%IJH iShares Tr 1.3% Held
What changed
Biggest moves since Jun 30, 2026
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