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Funds / Unconventional Investor, LLC
Institutional Fund

Unconventional Investor, LLC

Portsmouth, NHCIK 19103875 filings on record

Portfolio Value
$210.61M
Q1 2026
Holdings
46
Reported positions
New Buys
1
Opened this quarter
QoQ Change
+0.0%
from $210.55M

Portfolio Value Trend

Reported 13F value by quarter

Portfolio value trend — upgrade to see history

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Top Allocations

Largest positions by weight

  • Vanguard Index Fds31.7%
  • Vanguard Index Fds14.1%
  • Berkshire Hathaway Inc Del12.5%
  • Vanguard Tax-Managed Fds8.8%
  • Vanguard World Fd7.5%
  • Vanguard Scottsdale Fds5.2%
  • Other20.2%

Portfolio Holdings

46 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Vanguard Index Fds208.0K$66.72M31.7%+3.1KAdded
2Vanguard Index Fds49.7K$29.74M14.1%+1.8KAdded
3Berkshire Hathaway Inc Del55.1K$26.40M12.5%397Reduced
4Vanguard Tax-Managed Fds288.6K$18.49M8.8%+17.6KAdded
5Vanguard World Fd79.4K$15.74M7.5%740Reduced
6Vanguard Scottsdale Fds188.0K$11.00M5.2%+22.1KAdded
7Vanguard Index Fds56.9K$5.05M2.4%+796Added
8Berkshire Hathaway Inc Del7$5.03M2.4%0Held
9Vanguard Star Fds63.3K$4.88M2.3%+1.2KAdded
10Ishares Tr36.8K$3.08M1.5%0Held

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