Vault-13

Daniel Investment Group, Inc.

ROYAL OAK, MI · CIK 2144243 · 13F filing filed 2026-08-03

SEC-registered investment adviser since 2025 · corporation

$168.9m reported value
33positions
88.3%in top 10
—no comparable previous quarter

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B BRK.B 190,681 $95.4m56.49% 56.49% First filing
2 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU VEU 125,639 $10.5m6.23% 6.23% First filing
3 BROOKFIELD CORP CL A LTD VT SH BN BN 235,072 $10.0m5.93% 5.93% First filing
4 JPMORGAN CHASE & CO COM JPM JPM 21,906 $7.2m4.25% 4.25% First filing
5 VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG VIG 23,748 $5.6m3.33% 3.33% First filing
6 ALPHABET INC CAP STK CL C GOOG GOOG 13,371 $4.7m2.80% 2.80% First filing
7 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP RSP 21,153 $4.5m2.66% 2.66% First filing
8 MARKEL GROUP INC COM MKL MKL 2,101 $4.1m2.43% 2.43% First filing
9 VANGUARD INDEX FDS SMALL CP ETF VB VB 11,725 $3.6m2.10% 2.10% First filing
10 APPLE INC COM AAPL AAPL 11,905 $3.4m2.04% 2.04% First filing
11 VANGUARD WHITEHALL FDS INTL DVD ETF VIGI VIGI 33,096 $3.1m1.83% 1.83% First filing
12 VANGUARD INDEX FDS MID CAP ETF VO VO 33,253 $2.7m1.59% 1.59% First filing
13 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO VWO 38,501 $2.3m1.36% 1.36% First filing
14 BERKSHIRE HATHAWAY INC DEL CL A BRK.A BRK.A 3 $2.2m1.33% 1.33% First filing
15 AMAZON COM INC COM AMZN AMZN 5,718 $1.4m0.81% 0.81% First filing
16 VANGUARD INDEX FDS S&P 500 ETF SHS VOO VOO 1,894 $1.3m0.77% 0.77% First filing
17 ALPHABET INC CAP STK CL A GOOGL GOOGL 2,771 $990.3k0.59% 0.59% First filing
18 META PLATFORMS INC CL A META META 1,189 $669.8k0.40% 0.40% First filing
19 MICROSOFT CORP COM MSFT MSFT 1,699 $633.6k0.38% 0.38% First filing
20 INVESCO EXCHANGE TRADED FD T S&P MIDCAP 400 GRPM GRPM 4,375 $569.5k0.34% 0.34% First filing
21 SUN CMNTYS INC COM SUI SUI 4,196 $503.1k0.30% 0.30% First filing
22 ALLSTATE CORP COM ALL ALL 2,000 $475.9k0.28% 0.28% First filing
23 NVIDIA CORPORATION COM NVDA NVDA 2,158 $431.8k0.26% 0.26% First filing
24 PROGRESSIVE CORP COM PGR PGR 1,904 $415.8k0.25% 0.25% First filing
25 CMS ENERGY CORP COM CMS CMS 5,031 $384.9k0.23% 0.23% First filing
26 DISNEY WALT CO COM DIS DIS 3,391 $326.4k0.19% 0.19% First filing
27 VANGUARD INDEX FDS VALUE ETF VTV VTV 1,419 $309.3k0.18% 0.18% First filing
28 FLAGSTAR FINANCIAL INC COM NEW FLG FLG 20,539 $306.9k0.18% 0.18% First filing
29 COSTCO WHSL CORP NEW COM COST COST 327 $305.9k0.18% 0.18% First filing
30 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT VT 1,470 $230.7k0.14% 0.14% First filing
31 FORD MTR CO COM F F 12,217 $169.8k0.10% 0.10% First filing
32 KOPIN CORP COM KOPN KOPN 29,000 $129.9k0.08% 0.08% First filing
33 MILESTONE SCIENTIFIC INC COM NEW MLSS MLSS 13,076 $4.2k0.00% 0.00% First filing