Severin Investments, LLC — 13F holdings

Severin Investments, LLC reported 174 holdings worth $133M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

  1. VEA VANGUARD TAX-MANAGED FDS — $7.86M (5.9%)
  2. VCIT VANGUARD SCOTTSDALE FDS — $4.05M (3.1%)
  3. NVDA NVIDIA CORPORATION — $3.27M (2.5%)
  4. TSM TAIWAN SEMICONDUCTOR MFG LTD — $3.15M (2.4%)
  5. AVGO BROADCOM INC — $2.71M (2.0%)
  6. VWO VANGUARD INTL EQUITY INDEX F — $2.22M (1.7%)
  7. GOOGL ALPHABET INC — $2.04M (1.5%)
  8. AAPL APPLE INC — $1.97M (1.5%)
  9. IJH ISHARES TR — $1.87M (1.4%)
  10. SHY ISHARES TR — $1.76M (1.3%)