Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Unconventional Investor

Latest statistics and disclosures from Unconventional Investor's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTI, VOO, BRK.B, VPU, VEA, and represent 76.58% of Unconventional Investor's stock portfolio.
Added to shares of these 10 stocks: BRK.A (+$5.3M), VGSH, VOO, VT, VEA, VPL, HD, GOOG, BRK.B, ONTO.
Started 6 new stock positions in BRK.A, HD, ONTO, GOOG, VT, VPL.
Reduced shares in these 6 stocks: 1/100 Berkshire Htwy Cla 100 (-$5.1M), VTI, VEU, VXUS, NVDA, JPM.
Sold out of its position in 1/100 Berkshire Htwy Cla 100.
Unconventional Investor was a net buyer of stock by $6.7M.
Unconventional Investor has $199M in assets under management (AUM), dropping by 10.22%.
Central Index Key (CIK): 0001910387

Tip: Access up to 7 years of quarterly data

Positions held by Unconventional Investor consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Unconventional Investor

Unconventional Investor holds 45 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Total Stock Market ETF Etf (VTI)	33.2	$66M		202k	328.17	View chart
Vanguard S&P 500 ETF Etf (VOO)	14.2	$28M	+2%	46k	612.39	View chart
Berkshire Hathaway; Class B Class B (BRK.B)	14.1	$28M		56k	502.74	View chart
Vanguard Utilities ETF Etf (VPU)	7.9	$16M		83k	189.41	View chart
Vanguard FTSE Developed Markets ETF Etf (VEA)	7.2	$14M	+4%	240k	59.92	View chart
Vanguard Short Term Treasury Etf Etf (VGSH)	3.0	$6.0M	+176%	102k	58.83	View chart
Berkshire Hathaway A 84990175 Class A (BRK.A)	2.6	$5.3M	NEW	7.00	754200.00	View chart
Vanguard REIT ETF Etf (VNQ)	2.6	$5.1M	+2%	56k	91.42	View chart
Vanguard Total International Stock ETF Etf (VXUS)	2.2	$4.3M		59k	73.46	View chart
Ishares Core Msci Intrl Dvlp Mkt Etf Etf (IDEV)	1.5	$2.9M		36k	80.17	View chart
Vanguard Int'l Equity Index ETF Etf (VEU)	1.1	$2.2M	-2%	31k	71.37	View chart
NVIDIA Corporation (NVDA)	1.1	$2.1M		11k	186.58	View chart
Dimensional Wld Ex Us Cr Eq 2 Etf Etf (DFAX)	0.8	$1.5M		49k	31.38	View chart
Vanguard Ftse Europe Etf Etf (VGK)	0.7	$1.4M		18k	79.80	View chart
First Trust Internet Index Cf Etf Etf (FDN)	0.7	$1.4M		4.8k	279.84	View chart
Apple (AAPL)	0.6	$1.2M	+14%	4.7k	254.65	View chart
Vanguard Value Etf Etf (VTV)	0.6	$1.1M		5.9k	186.50	View chart
iShares All World Ex US Etf (ACWX)	0.5	$906k		14k	65.01	View chart
Ishares Msci India Etf Etf (INDA)	0.4	$772k		15k	52.06	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.4	$711k		3.7k	189.70	View chart
Planet Labs Pbc Com Cl A (PL)	0.3	$649k		50k	12.98	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.3	$646k		3.1k	208.71	View chart
Vanguard Total World Stock Inde Etf (VT)	0.3	$560k	NEW	4.1k	137.79	View chart
All World ex-U.S. Real Estate Index ETF Etf (VNQI)	0.3	$519k		11k	47.74	View chart
Ishares Msci Taiwan Etf Etf (EWT)	0.3	$514k		8.1k	63.62	View chart
Aussie $ ETF Etf (FXA)	0.3	$513k		7.8k	65.52	View chart
Vanguard Small-Cap Growth ETF Etf (VBK)	0.3	$504k		1.7k	297.68	View chart
Canadian $ ETF Etf (FXC)	0.3	$502k		7.1k	70.27	View chart
Costco Wholesale Corporation (COST)	0.2	$492k		532.00	925.63	View chart
First Trust Nasdaq Cybrscrty Etf Etf (CIBR)	0.2	$462k		6.1k	76.01	View chart
Vanguard Ftse Pacific Etf Etf (VPL)	0.2	$456k	NEW	5.2k	87.84	View chart
Vanguard High Dividend Yield Etf Etf (VYM)	0.2	$421k		3.0k	140.95	View chart
Alphabet Inc Class A cs (GOOGL)	0.2	$404k		1.7k	243.10	View chart
Visa (V)	0.2	$353k		1.0k	341.38	View chart
Vanguard Extended Market Etf Etf (VXF)	0.2	$345k		1.6k	209.29	View chart
Ishares Lehman Treas 3-7 yr Etf (IEI)	0.2	$327k		2.7k	119.49	View chart
Home Depot (HD)	0.2	$320k	NEW	789.00	405.16	View chart
JPMorgan Chase & Co. (JPM)	0.1	$289k	-2%	915.00	315.43	View chart
Microsoft Corporation (MSFT)	0.1	$271k		522.00	518.11	View chart
First Trust Cloud Computing Etf Etf (SKYY)	0.1	$269k		2.0k	134.42	View chart
Alphabet Inc. Class C Class C (GOOG)	0.1	$247k	NEW	1.0k	243.45	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$243k		325.00	746.15	View chart
Onto Innovation (ONTO)	0.1	$217k	NEW	1.7k	129.22	View chart
Amazon (AMZN)	0.1	$211k		959.00	219.57	View chart
Wheels Up Experience Inc Com Cl A	0.0	$31k		17k	1.84	View chart

Past Filings by Unconventional Investor

SEC 13F filings are viewable for Unconventional Investor going back to 2021

Unconventional Investor 2025 Q3 filed Nov. 7, 2025
Unconventional Investor 2025 Q2 filed Aug. 1, 2025
Unconventional Investor 2024 Q4 filed Feb. 19, 2025
Unconventional Investor 2024 Q3 filed Nov. 18, 2024
Unconventional Investor 2024 Q2 filed Aug. 15, 2024
Unconventional Investor 2024 Q1 filed May 13, 2024
Unconventional Investor 2023 Q4 filed Feb. 12, 2024
Unconventional Investor 2023 Q3 filed Nov. 16, 2023
Unconventional Investor 2023 Q2 filed Aug. 9, 2023
Unconventional Investor 2023 Q1 filed May 11, 2023
Unconventional Investor 2022 Q4 filed Feb. 6, 2023
Unconventional Investor 2022 Q3 filed Oct. 24, 2022
Unconventional Investor 2022 Q2 filed July 15, 2022
Unconventional Investor 2022 Q1 filed April 11, 2022
Unconventional Investor 2021 Q4 filed Feb. 14, 2022

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z