Ervin Investment Management, LLC — 13F holdings

Ervin Investment Management, LLC reported 46 holdings worth $186M in its 13F filing for Q3 2026, filed October 23, 2026.

Largest positions

1. BRK.B BERKSHIRE HATHAWAY INC DEL — $39.1M (21.0%)
2. MSFT MICROSOFT CORP — $17.2M (9.2%)
3. AAPL APPLE INC — $16.0M (8.6%)
4. SPTM SPDR SERIES TRUST — $15.6M (8.4%)
5. GOOGL ALPHABET INC — $9.20M (4.9%)
6. BN Brookfield Corp — $8.49M (4.6%)
7. L LOEWS CORP — $8.10M (4.4%)
8. VBR VANGUARD INDEX FDS — $6.60M (3.5%)
9. SPDW SPDR INDEX SHS FDS — $6.13M (3.3%)
10. SGOL ETFS GOLD TR — $6.07M (3.3%)