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John Ervin

Ervin Investment Management, Llc

Assets Managed
$184.079M
Holdings
47
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
7.8%(2Q avg: 1.74%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Ervin Investment Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 47 positions.

Assets under management

The assets under management (AUM) of Ervin Investment Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 184.079M in assets, with a quarterly growth rate of 7.8% and a 2-quarter average growth rate of 1.74%. The portfolio is managed by John Ervin, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -2.9%
21.43%
$39.446M
78,831 shares@ $500.39 avg price
SPTM
Spdr Portfolio S&p 1500 Comp
Recent Activity
Increased 1.72%
8.32%
$15.303M
168,556 shares@ $90.79 avg price
AAPL
Apple Inc
Recent Activity
Decreased -3.69%
7.69%
$14.143M
48,875 shares@ $289.37 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 0.71%
6.76%
$12.442M
33,354 shares@ $373.03 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -6.09%
5.4%
$9.938M
27,808 shares@ $357.37 avg price
BN
Brookfield Corp
Recent Activity
Decreased -0.33%
5.38%
$9.896M
232,348 shares@ $42.6 avg price
L
Loews Corp
Recent Activity
Decreased -1.01%
4.8%
$8.826M
77,959 shares@ $113.22 avg price
VBR
Vanguard Small-cap Value Etf
Recent Activity
Increased 4.3%
3.77%
$6.938M
28,553 shares@ $242.99 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Increased 5.63%
3.3%
$6.072M
120,510 shares@ $50.39 avg price
SGOL
Abrdn Physical Gold Shares
Recent Activity
Increased 6.02%
3.18%
$5.853M
153,105 shares@ $38.23 avg price

1-10 of 47