Vines Capital Management, LLC — 13F holdings

Vines Capital Management, LLC reported 105 holdings worth $122M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. BRK.B BERKSHIRE HATHAWAY INC DEL — $18.1M (14.9%)
2. NVDA NVIDIA CORPORATION — $12.9M (10.5%)
3. AAPL APPLE INC — $10.00M (8.2%)
4. QQQ Invesco Qqq Tr — $4.74M (3.9%)
5. JPM JPMorgan Chase & Co. — $4.47M (3.7%)
6. DGRW WISDOMTREE TR — $4.40M (3.6%)
7. VOO VANGUARD INDEX FDS — $4.36M (3.6%)
8. VUG VANGUARD INDEX FDS — $4.09M (3.4%)
9. MTUM ISHARES TR — $3.56M (2.9%)
10. AMZN AMAZON COM INC — $3.54M (2.9%)