account_balance

Investment manager · 13F filer · SEC CIK 2110678

Vines Capital Management, LLC

Reported value$124Mas of Sep 30, 2026
Positions85 3 new, 8 sold out
Top 10 weight59.6%BRK-B alone is 15%
FiledNov 1243 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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
BRK-B Berkshire Hathaway Inc 14.6% HeldNVDA NVIDIA Corp 11.8% HeldAAPL Apple Inc. 9.3% HeldJPM JPMorgan Chase & Co 3.6% Held
QQQ Invesco QQQ Tr 3.6% Trimmed −6%
DGRW Wisdomtree Tr 3.6% Held
VOO Vanguard Index FDS 3.5% Held
VUG Vanguard Index FDS 3.4% Trimmed −2%
MSFT Microsoft Corp 3.2% HeldAMZN Amazon.com Inc 3.0% Held
MTUM iShares Tr 2.7% Added +2%
BINC BlackRock ETF Trust II 2.5% Added +6%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 12, 2026, compared with the Aug 6, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
  • TQQQ −57%
  • IJR −29%
  • WMT −17%
  • BA −15%
remove_circleSold out
  • BXC $467K
  • CIEN $269K
  • MUU $254K
  • VGT $251K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist