DOSSIER · 13F-HR · Q2 2026

Cheviot Value Management, LLC

$984M in tracked AUM across 443 positions as of Q2 2026.

CV
CIK 0001427147 · last filed Jun 30, 2026
Total AUM
$984M
as of Q2 2026
Holdings
443
positions
Whale Score
58
58
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Cheviot Value Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
$119M238K12.1%
02
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
$101M1.0M10.3%
03
AEM
AGNICO EAGLE MINES LTD COM
$64M410K6.5%
04
GOOGL
ALPHABET INC CAP STK CL A
$57M159K5.8%
05
TOTL
STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF
$54M1.4M5.5%
06
JNJ
JOHNSON & JOHNSON COM
$39M155K4.0%
07
LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
$35M324K3.6%
08
TDTF
FLEXSHARES IBOXX 5 YEAR TARGET DURATION TIPS INDEX FUND
$33M1.4M3.3%
09
V
VISA INC COM CL A
$28M80K2.8%
10
META
META PLATFORMS INC CL A
$25M44K2.5%

Filing history

2026Q2Jun 30
$984M 1.2%
443 positionsView →
2026Q1Mar 31
$996M 2.2%
426 positionsView →
2025Q4Dec 31
$1.0B 8.3%
416 positionsView →
2025Q3Sep 30
$940M 7.8%
444 positionsView →
2025Q2Jun 30
$872M 222.9%
433 positionsLocked
2025Q1Mar 31
$270M 48.3%
217 positionsLocked
2024Q4Dec 31
$523M 1.3%
70 positionsLocked
2024Q3Sep 30
$530M 3.5%
67 positionsLocked
2024Q2Jun 30
$512M 12.2%
69 positionsLocked
2024Q1Mar 31
$456M 1.8%
62 positionsLocked
2023Q4Dec 31
$464M 2.8%
72 positionsLocked
2023Q3Sep 30
$452M 1.6%
74 positionsLocked
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