SEC Form 13F

Daniel Investment Group, Inc. 13F Holdings

Inspect Daniel Investment Group, Inc.'s 2026-06-30 SEC 13F positions, public filing date, amendments and original receipt.

As of 2026-08-04T03:59:59.999Z

Report period
2026-06-30
Publicly available
2026-08-04
Reported value
$168,902,482
Positions
33

Disclosed positions

BERKSHIRE HATHAWAY INC DELBRK.BCL B NEW$95,414,927190,681SHNone
VANGUARD INTL EQUITY INDEX FVEUALLWRLD EX US$10,522,279125,639SHNone
BROOKFIELD CORPBNCL A LTD VT SH$10,011,735235,072SHNone
JPMORGAN CHASE & COJPMCOM$7,170,60621,906SHNone
VANGUARD SPECIALIZED FUNDSVIGDIV APP ETF$5,619,23123,748SHNone
ALPHABET INCGOOGCAP STK CL C$4,724,21413,371SHNone
INVESCO EXCHANGE TRADED FD TRSPS&P500 EQL WGT$4,500,68821,153SHNone
MARKEL GROUP INCMKLCOM$4,104,2472,101SHNone
VANGUARD INDEX FDSVBSMALL CP ETF$3,554,22511,725SHNone
APPLE INCAAPLCOM$3,444,71911,905SHNone
VANGUARD WHITEHALL FDSVIGIINTL DVD ETF$3,090,50633,096SHNone
VANGUARD INDEX FDSVOMID CAP ETF$2,679,19433,253SHNone
VANGUARD INTL EQUITY INDEX FVWOFTSE EMR MKT ETF$2,298,12538,501SHNone
BERKSHIRE HATHAWAY INC DELBRK.ACL A$2,246,5503SHNone
AMAZON COM INCAMZNCOM$1,362,8045,718SHNone
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$1,300,8121,894SHNone
ALPHABET INCGOOGLCAP STK CL A$990,2732,771SHNone
META PLATFORMS INCMETACL A$669,7521,189SHNone
MICROSOFT CORPMSFTCOM$633,5771,699SHNone
INVESCO EXCHANGE TRADED FD TGRPMS&P MIDCAP 400$569,4814,375SHNone
SUN CMNTYS INCSUICOM$503,1424,196SHNone
ALLSTATE CORPALLCOM$475,8802,000SHNone
NVIDIA CORPORATIONNVDACOM$431,7572,158SHNone
PROGRESSIVE CORPPGRCOM$415,8411,904SHNone
CMS ENERGY CORPCMSCOM$384,8725,031SHNone
DISNEY WALT CODISCOM$326,3843,391SHNone
VANGUARD INDEX FDSVTVVALUE ETF$309,2591,419SHNone
FLAGSTAR BANK NATIONAL ASSOCFLGCOM NEW$306,85320,539SHNone
COSTCO WHOLESALE CORPORATIONCOSTCOM$305,899327SHNone
VANGUARD INTL EQUITY INDEX FVTTT WRLD ST ETF$230,7171,470SHNone
FORD MTR COFCOM$169,81612,217SHNone
KOPIN CORPKOPNCOM$129,92029,000SHNone
MILESTONE SCIENTIFIC INCMLSSCOM NEW$4,19713,076SHNone

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.