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Paul P. O'Leary

Unconventional Investor, Llc

Assets Managed
$210.609M
Holdings
46
Last Quarter
2026 - Q1
Filed Date
17d ago
Growth Rate
0.03%(2Q avg: 2.82%)
Sustained Growth
14 quarters

Portfolio positions

This chart displays the top 10 holdings in Unconventional Investor, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 46 positions.

Assets under management

The assets under management (AUM) of Unconventional Investor, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 14 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 210.609M in assets, with a quarterly growth rate of 0.03% and a 2-quarter average growth rate of 2.82%. The portfolio is managed by Paul P. O'Leary, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 1.51%
31.68%
$66.72M
207,973 shares@ $320.81 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 3.85%
14.13%
$29.74M
49,741 shares@ $597.9 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -0.71%
12.54%
$26.396M
55,083 shares@ $479.21 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 6.48%
8.78%
$18.491M
288,563 shares@ $64.08 avg price
VPU
Vanguard Utilities Etf
Recent Activity
Decreased -0.92%
7.48%
$15.74M
79,437 shares@ $198.14 avg price
VGSH
Vanguard Short-term Treasury
Recent Activity
Increased 13.32%
5.23%
$11.003M
187,955 shares@ $58.54 avg price
VNQ
Vanguard Real Estate Etf
Recent Activity
Increased 1.42%
2.4%
$5.048M
56,910 shares@ $88.7 avg price
BRK.A
Berkshire Hathaway Inc-cl A
Recent Activity
2.39%
$5.027M
7 shares@ $718140.0 avg price
VXUS
Vanguard Total Intl Stock
Recent Activity
Increased 1.96%
2.32%
$4.883M
63,322 shares@ $77.12 avg price
IDEV
Ishares Core Msci Dev Mkts
Recent Activity
1.47%
$3.078M
36,834 shares@ $83.58 avg price

1-10 of 46