Daniel Investment Group, Inc. — 13F holdings

Daniel Investment Group, Inc. reported 33 holdings worth $169M in its 13F filing for Q2 2026, filed August 3, 2026.

Largest positions

1. BRK.B BERKSHIRE HATHAWAY INC DEL — $95.4M (56.5%)
2. VEU VANGUARD INTL EQUITY INDEX F — $10.5M (6.2%)
3. BN Brookfield Corp — $10.0M (5.9%)
4. JPM JPMorgan Chase & Co. — $7.17M (4.2%)
5. VIG VANGUARD SPECIALIZED FUNDS — $5.62M (3.3%)
6. GOOG ALPHABET INC — $4.72M (2.8%)
7. RSP INVESCO EXCHANGE TRADED FD T — $4.50M (2.7%)
8. MKL MARKEL GROUP INC — $4.10M (2.4%)
9. VB VANGUARD INDEX FDS — $3.55M (2.1%)
10. AAPL APPLE INC — $3.44M (2.0%)