DOSSIER · 13F-HR · Q2 2026

Daniel Investment Group, Inc.

$169M in tracked AUM across 33 positions as of Q2 2026.

DI
CIK 0002144243 · last filed Jun 30, 2026
Total AUM
$169M
as of Q2 2026
Holdings
33
positions
Whale Score
67
67
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Daniel Investment Group, Inc. 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
$95M191K56.5%
02
VEU
VANGUARD INTL EQUITY INDEX F
$11M126K6.2%
03
BN
BROOKFIELD CORP
$10M235K5.9%
04
JPM
JPMORGAN CHASE & CO
$7M22K4.2%
05
VIG
VANGUARD SPECIALIZED FUNDS
$6M24K3.3%
06
GOOG
ALPHABET INC
$5M13K2.8%
07
RSP
INVESCO EXCHANGE TRADED FD T
$5M21K2.7%
08
MKL
MARKEL GROUP INC
$4M2K2.4%
09
VB
VANGUARD INDEX FDS
$4M12K2.1%
10
AAPL
APPLE INC
$3M12K2.0%

Filing history

2026Q2Jun 30
$169M
33 positionsView →