account_balance
Investment manager · 13F filer · SEC CIK 2144243
Daniel Investment Group, Inc.
Reported value$165Mas of Sep 30, 2026
Positions36 3 new, 0 sold out
Top 10 weight88.3%BRK-B alone is 57%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
BRK-BBerkshire Hathaway Inc
56.5%
VEUVanguard Intl Equity Index F
7.1%Added +12%
BNBrookfield Corp
5.0%Trimmed −4%
JPMJPMorgan Chase & Co
4.4%
VIGVanguard Specialized Funds
3.3%
GOOGAlphabet Inc.
2.7%
RSPInvesco Exchange Traded Fd T
2.7%
AAPLApple Inc.
2.4%
MKLMarkel Group Inc.
2.2%
VBVanguard Index FDS
2.1%+4%
VO1.6%
VWO1.4%
BRK-BBerkshire Hathaway Inc
56.5%
VEUVanguard Intl Equity Index F
7.1%+12%
VIG3.3%
GOOG2.7%RSP2.7%
AAPLMKL2.2%VB
VO
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 56.5% Held
VEU Vanguard Intl Equity Index F 7.1% Added +12%
BN Brookfield Corp 5.0% Trimmed −4%JPM JPMorgan Chase & Co 4.4% HeldVIG Vanguard Specialized Funds 3.3% Held
GOOG Alphabet Inc. 2.7% HeldRSP Invesco Exchange Traded Fd T 2.7% Held
AAPL Apple Inc. 2.4% HeldMKL Markel Group Inc. 2.2% HeldVB Vanguard Index FDS 2.1% Added +4%
VO Vanguard Index FDS 1.6% Added +2%
VWO Vanguard Intl Equity Index F 1.4% Held
What changed
Biggest moves since Jun 30, 2026
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