13FBOX
Daniel Investment Group, Inc. · 13F Holdings
Options Calculator Rankings

Daniel Investment Group, Inc.

No.7724 Data as of 2026Q2
Latest AUM (Q2 2026)
$168.9M
QoQ Change Q1 2026
+$168.9Mnew
Holdings
33
New Buys
33
Adds
0
Reduces
0
Exits
0
Unchanged
0
Holdings Value Trend
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BERKSHIRE HATHAWAY INC DELBRK.B
56.49%$95.4M190,681$00+190,681New Buy
VVANGUARD INTL EQUITY INDEX FVEU
6.23%$10.5M125,639$00+125,639New Buy
BROOKFIELD CORPBN
5.93%$10.0M235,072$00+235,072New Buy
JPMORGAN CHASE & COJPM
4.25%$7.2M21,906$00+21,906New Buy
VVANGUARD SPECIALIZED FUNDSVIG
3.33%$5.6M23,748$00+23,748New Buy
AAlphabet Inc Class CGOOG
2.8%$4.7M13,371$00+13,371New Buy
IINVESCO EXCHANGE TRADED FD TRSP
2.66%$4.5M21,153$00+21,153New Buy
Markel Group Inc.MKL
2.43%$4.1M2,101$00+2,101New Buy
VVANGUARD INDEX FDSVB
2.1%$3.6M11,725$00+11,725New Buy
APPLE INCAAPL
2.04%$3.4M11,905$00+11,905New Buy
VVANGUARD WHITEHALL FDSVNQ
1.83%$3.1M33,096$00+33,096New Buy
VVANGUARD MIDVO
1.59%$2.7M33,253$00+33,253New Buy
VVANGUARD FSTEVWO
1.36%$2.3M38,501$00+38,501New Buy
BERKSHIRE HATHAWAY INC CL ABRK.A
1.33%$2.2M3$00+3New Buy
AMAZON COM INCAMZN
0.81%$1.4M5,718$00+5,718New Buy
VVANGUARD INDEX FDSVOO
0.77%$1.3M1,894$00+1,894New Buy
ALPHABET INCGOOGL
0.59%$990,2732,771$00+2,771New Buy
META PLATFORMS INCMETA
0.4%$669,7521,189$00+1,189New Buy
MICROSOFT CORPMSFT
0.38%$633,5771,699$00+1,699New Buy
IINVESCO EXCHANGE TRADED FD TGRPM
0.34%$569,4814,375$00+4,375New Buy
SUN CMNTYS INC COMSUI
0.3%$503,1424,196$00+4,196New Buy
ALLSTATE CORPALL
0.28%$475,8802,000$00+2,000New Buy
NVIDIA CORPORATIONNVDA
0.26%$431,7572,158$00+2,158New Buy
PROGRESSIVE CORPPGR
0.25%$415,8411,904$00+1,904New Buy
CMS ENERGY CORP COMCMS
0.23%$384,8725,031$00+5,031New Buy
DISNEY WALT CODIS
0.19%$326,3843,391$00+3,391New Buy
VVANGUARD INDEX FDSVTV
0.18%$309,2591,419$00+1,419New Buy
FLAGSTAR BANK NATIONAL ASSOCFLG
0.18%$306,85320,539$00+20,539New Buy
COSTCO WHOLESALE CORPORATIONCOST
0.18%$305,899327$00+327New Buy
VVANGUARD INTL EQUITY INDEX FVT
0.14%$230,7171,470$00+1,470New Buy
FORD MTR COF
0.1%$169,81612,217$00+12,217New Buy
KKOPIN CORPKOPN
0.08%$129,92029,000$00+29,000New Buy
MMILESTONE SCIENTIFIC INCMLSS
<0.01%$4,19713,076$00+13,076New Buy

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