Daniel Investment Group, Inc. Concentrated Active

Location: Royal Oak, MI

CIK: 0002144243 · Show all filings

Period: Q2 2026

Filing Date: Aug 3, 2026

Total Value: $169M (100.0% shares, 0.0% debt)

Holdings (33)

BRK/B BERKSHIRE HATHAWAY INC DEL 56.5%

Value $95.41M Shares 190,681 Est. Cost $500.39 Unrealized —

VEU VANGUARD INTL EQUITY INDEX F 6.2%

Value $10.52M Shares 125,639 Est. Cost $83.75 Unrealized —

BN BROOKFIELD CORP 5.9%

Value $10.01M Shares 235,072 Est. Cost $42.59 Unrealized —

JPM JPMORGAN CHASE & CO 4.2%

Value $7.171M Shares 21,906 Est. Cost $327.34 Unrealized —

VIG VANGUARD SPECIALIZED FUNDS 3.3%

Value $5.619M Shares 23,748 Est. Cost $236.62 Unrealized —

GOOG ALPHABET INC 2.8%

Value $4.724M Shares 13,371 Est. Cost $353.32 Unrealized —

RSP INVESCO EXCHANGE TRADED FD T 2.7%

Value $4.501M Shares 21,153 Est. Cost $212.77 Unrealized —

MKL MARKEL GROUP INC 2.4%

Value $4.104M Shares 2,101 Est. Cost $1953.47 Unrealized —

VB VANGUARD INDEX FDS 2.1%

Value $3.554M Shares 11,725 Est. Cost $303.13 Unrealized —

AAPL APPLE INC 2.0%

Value $3.445M Shares 11,905 Est. Cost $289.35 Unrealized —

VIGI VANGUARD WHITEHALL FDS 1.8%

Value $3.091M Shares 33,096 Est. Cost $93.38 Unrealized —

VO VANGUARD INDEX FDS 1.6%

Value $2.679M Shares 33,253 Est. Cost $80.57 Unrealized —

VWO VANGUARD INTL EQUITY INDEX F 1.4%

Value $2.298M Shares 38,501 Est. Cost $59.69 Unrealized —

BRK/A BERKSHIRE HATHAWAY INC DEL 1.3%

Value $2.247M Shares 3 Est. Cost $748850.00 Unrealized —

AMZN AMAZON COM INC 0.8%

Value $1.363M Shares 5,718 Est. Cost $238.34 Unrealized —

VOO VANGUARD INDEX FDS 0.8%

Value $1.301M Shares 1,894 Est. Cost $686.81 Unrealized —

GOOGL ALPHABET INC 0.6%

Value $990K Shares 2,771 Est. Cost $357.37 Unrealized —

META META PLATFORMS INC 0.4%

Value $670K Shares 1,189 Est. Cost $563.29 Unrealized —

MSFT MICROSOFT CORP 0.4%

Value $634K Shares 1,699 Est. Cost $372.91 Unrealized —

GRPM INVESCO EXCHANGE TRADED FD T 0.3%

Value $569K Shares 4,375 Est. Cost $130.17 Unrealized —

SUI SUN CMNTYS INC 0.3%

Value $503K Shares 4,196 Est. Cost $119.91 Unrealized —

ALL ALLSTATE CORP 0.3%

Value $476K Shares 2,000 Est. Cost $237.94 Unrealized —

NVDA NVIDIA CORPORATION 0.3%

Value $432K Shares 2,158 Est. Cost $200.07 Unrealized —

PGR PROGRESSIVE CORP 0.2%

Value $416K Shares 1,904 Est. Cost $218.40 Unrealized —

CMS CMS ENERGY CORP 0.2%

Value $385K Shares 5,031 Est. Cost $76.50 Unrealized —

DIS DISNEY WALT CO 0.2%

Value $326K Shares 3,391 Est. Cost $96.25 Unrealized —

VTV VANGUARD INDEX FDS 0.2%

Value $309K Shares 1,419 Est. Cost $217.94 Unrealized —

FLG FLAGSTAR BANK NATIONAL ASSOC 0.2%

Value $307K Shares 20,539 Est. Cost $14.94 Unrealized —

COST COSTCO WHOLESALE CORPORATION 0.2%

Value $306K Shares 327 Est. Cost $935.47 Unrealized —

VT VANGUARD INTL EQUITY INDEX F 0.1%

Value $231K Shares 1,470 Est. Cost $156.95 Unrealized —

F FORD MTR CO 0.1%

Value $170K Shares 12,217 Est. Cost $13.90 Unrealized —

KOPN KOPIN CORP 0.1%

Value $130K Shares 29,000 Est. Cost $4.48 Unrealized —

MLSS MILESTONE SCIENTIFIC INC 0.0%

Value $4,197 Shares 13,076 Est. Cost $0.32 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BRK/B	BERKSHIRE HATHAWAY INC DEL	190,681	$95.41M	56.5%	$500.39	—	CL B NEW	084670702
VEU	VANGUARD INTL EQUITY INDEX F	125,639	$10.52M	6.2%	$83.75	—	ALLWRLD EX US	922042775
BN	BROOKFIELD CORP	235,072	$10.01M	5.9%	$42.59	—	CL A LTD VT SH	11271J107
JPM	JPMORGAN CHASE & CO	21,906	$7.171M	4.2%	$327.34	—	COM	46625H100
VIG	VANGUARD SPECIALIZED FUNDS	23,748	$5.619M	3.3%	$236.62	—	DIV APP ETF	921908844
GOOG	ALPHABET INC	13,371	$4.724M	2.8%	$353.32	—	CAP STK CL C	02079K107
RSP	INVESCO EXCHANGE TRADED FD T	21,153	$4.501M	2.7%	$212.77	—	S&P500 EQL WGT	46137V357
MKL	MARKEL GROUP INC	2,101	$4.104M	2.4%	$1953.47	—	COM	570535104
VB	VANGUARD INDEX FDS	11,725	$3.554M	2.1%	$303.13	—	SMALL CP ETF	922908751
AAPL	APPLE INC	11,905	$3.445M	2.0%	$289.35	—	COM	037833100
VIGI	VANGUARD WHITEHALL FDS	33,096	$3.091M	1.8%	$93.38	—	INTL DVD ETF	921946810
VO	VANGUARD INDEX FDS	33,253	$2.679M	1.6%	$80.57	—	MID CAP ETF	922908629
VWO	VANGUARD INTL EQUITY INDEX F	38,501	$2.298M	1.4%	$59.69	—	FTSE EMR MKT ETF	922042858
BRK/A	BERKSHIRE HATHAWAY INC DEL	3	$2.247M	1.3%	$748850.00	—	CL A	084670108
AMZN	AMAZON COM INC	5,718	$1.363M	0.8%	$238.34	—	COM	023135106
VOO	VANGUARD INDEX FDS	1,894	$1.301M	0.8%	$686.81	—	S&P 500 ETF SHS	922908363
GOOGL	ALPHABET INC	2,771	$990K	0.6%	$357.37	—	CAP STK CL A	02079K305
META	META PLATFORMS INC	1,189	$670K	0.4%	$563.29	—	CL A	30303M102
MSFT	MICROSOFT CORP	1,699	$634K	0.4%	$372.91	—	COM	594918104
GRPM	INVESCO EXCHANGE TRADED FD T	4,375	$569K	0.3%	$130.17	—	S&P MIDCAP 400	46137V225
SUI	SUN CMNTYS INC	4,196	$503K	0.3%	$119.91	—	COM	866674104
ALL	ALLSTATE CORP	2,000	$476K	0.3%	$237.94	—	COM	020002101
NVDA	NVIDIA CORPORATION	2,158	$432K	0.3%	$200.07	—	COM	67066G104
PGR	PROGRESSIVE CORP	1,904	$416K	0.2%	$218.40	—	COM	743315103
CMS	CMS ENERGY CORP	5,031	$385K	0.2%	$76.50	—	COM	125896100
DIS	DISNEY WALT CO	3,391	$326K	0.2%	$96.25	—	COM	254687106
VTV	VANGUARD INDEX FDS	1,419	$309K	0.2%	$217.94	—	VALUE ETF	922908744
FLG	FLAGSTAR BANK NATIONAL ASSOC	20,539	$307K	0.2%	$14.94	—	COM NEW	649445400
COST	COSTCO WHOLESALE CORPORATION	327	$306K	0.2%	$935.47	—	COM	22160K105
VT	VANGUARD INTL EQUITY INDEX F	1,470	$231K	0.1%	$156.95	—	TT WRLD ST ETF	922042742
F	FORD MTR CO	12,217	$170K	0.1%	$13.90	—	COM	345370860
KOPN	KOPIN CORP	29,000	$130K	0.1%	$4.48	—	COM	500600101
MLSS	MILESTONE SCIENTIFIC INC	13,076	$4,197	0.0%	$0.32	—	COM NEW	59935P209