SEC Form 13F

Daniel Investment Group, Inc. 13F Holdings

Report period2026-06-30
Publicly available2026-08-04
Reported value$168,902,482
Positions33

Largest disclosed positions

IssuerTickerClassReported valueReported amount
BERKSHIRE HATHAWAY INC DELBRK.BCL B NEW$95,414,927190,681
VANGUARD INTL EQUITY INDEX FVEUALLWRLD EX US$10,522,279125,639
BROOKFIELD CORPBNCL A LTD VT SH$10,011,735235,072
JPMORGAN CHASE & COJPMCOM$7,170,60621,906
VANGUARD SPECIALIZED FUNDSVIGDIV APP ETF$5,619,23123,748
ALPHABET INCGOOGCAP STK CL C$4,724,21413,371
INVESCO EXCHANGE TRADED FD TRSPS&P500 EQL WGT$4,500,68821,153
MARKEL GROUP INCMKLCOM$4,104,2472,101
VANGUARD INDEX FDSVBSMALL CP ETF$3,554,22511,725
APPLE INCAAPLCOM$3,444,71911,905

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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