Daniel Investment Group, Inc. — 13F Holdings & Portfolio
CIK 2144243 · latest 13F-HR filed 2026-08-03
Daniel Investment Group, Inc. manages $168.9M in 13F-reported U.S. long-equity assets across 33 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are BRK.B (56.49%), VEU (6.23%), BN (5.93%).
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
Long-equity book
Distinct positions
Filed 2026-08-03
no prior filing cached
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
1 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 88.3%Cumulative share of the portfolio held in the largest N positions.
As of the firm’s regulatory filing dated Mar 18, 2026.
SUITE B
SANTA BARBARA, CA 93101
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| VAN WYK, GREGORY, DANIEL Control | INVESTMENT MANAGER/FOUNDER/CCO since Aug 2011 | 75% or more | Individual |
Ownership & leadership changes · 1 filing with changes since Mar 27, 2013
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
- ChangedVAN WYK, GREGORY, DANIEL · title ELECTED MANAGER/CHIEF COMPLIANCE OFFICER → INVESTMENT MANAGER/FOUNDER/CCO
- ListedVAN WYK, GREGORY, DANIEL · ELECTED MANAGER/CHIEF COMPLIANCE OFFICER · 75% or more · control person
Daniel Investment Group, Inc. Holdings (2026-06-30)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $95.4M | 56.49% | 190,681 | SH |
| 2 | VANGUARD INTL EQUITY INDEX F | VEU | 922042775 | $10.5M | 6.23% | 125,639 | SH |
| 3 | BROOKFIELD CORP | BN | 11271J107 | $10.0M | 5.93% | 235,072 | SH |
| 4 | JPMORGAN CHASE & CO | JPM | 46625H100 | $7.2M | 4.25% | 21,906 | SH |
| 5 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $5.6M | 3.33% | 23,748 | SH |
| 6 | ALPHABET INC | GOOG | 02079K107 | $4.7M | 2.80% | 13,371 | SH |
| 7 | INVESCO EXCHANGE TRADED FD T | RSP | 46137V357 | $4.5M | 2.66% | 21,153 | SH |
| 8 | MARKEL GROUP INC | MKL | 570535104 | $4.1M | 2.43% | 2,101 | SH |
| 9 | VANGUARD INDEX FDS | VB | 922908751 | $3.6M | 2.10% | 11,725 | SH |
| 10 | APPLE INC | AAPL | 037833100 | $3.4M | 2.04% | 11,905 | SH |
| 11 | VANGUARD WHITEHALL FDS | VIGI | 921946810 | $3.1M | 1.83% | 33,096 | SH |
| 12 | VANGUARD INDEX FDS | VO | 922908629 | $2.7M | 1.59% | 33,253 | SH |
| 13 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $2.3M | 1.36% | 38,501 | SH |
| 14 | BERKSHIRE HATHAWAY INC DEL | BRK.A | 084670108 | $2.2M | 1.33% | 3 | SH |
| 15 | AMAZON COM INC | AMZN | 023135106 | $1.4M | 0.81% | 5,718 | SH |
| 16 | VANGUARD INDEX FDS | VOO | 922908363 | $1.3M | 0.77% | 1,894 | SH |
| 17 | ALPHABET INC | GOOGL | 02079K305 | $990.3K | 0.59% | 2,771 | SH |
| 18 | META PLATFORMS INC | META | 30303M102 | $669.8K | 0.40% | 1,189 | SH |
| 19 | MICROSOFT CORP | MSFT | 594918104 | $633.6K | 0.38% | 1,699 | SH |
| 20 | INVESCO EXCHANGE TRADED FD T | GRPM | 46137V225 | $569.5K | 0.34% | 4,375 | SH |
| 21 | SUN CMNTYS INC | SUI | 866674104 | $503.1K | 0.30% | 4,196 | SH |
| 22 | ALLSTATE CORP | ALL | 020002101 | $475.9K | 0.28% | 2,000 | SH |
| 23 | NVIDIA CORPORATION | NVDA | 67066G104 | $431.8K | 0.26% | 2,158 | SH |
| 24 | PROGRESSIVE CORP | PGR | 743315103 | $415.8K | 0.25% | 1,904 | SH |
| 25 | CMS ENERGY CORP | CMS | 125896100 | $384.9K | 0.23% | 5,031 | SH |
| 26 | DISNEY WALT CO | DIS | 254687106 | $326.4K | 0.19% | 3,391 | SH |
| 27 | VANGUARD INDEX FDS | VTV | 922908744 | $309.3K | 0.18% | 1,419 | SH |
| 28 | FLAGSTAR BANK NATIONAL ASSOC | FLG | 649445400 | $306.9K | 0.18% | 20,539 | SH |
| 29 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $305.9K | 0.18% | 327 | SH |
| 30 | VANGUARD INTL EQUITY INDEX F | VT | 922042742 | $230.7K | 0.14% | 1,470 | SH |
| 31 | FORD MTR CO | F | 345370860 | $169.8K | 0.10% | 12,217 | SH |
| 32 | KOPIN CORP | KOPN | 500600101 | $129.9K | 0.08% | 29,000 | SH |
| 33 | MILESTONE SCIENTIFIC INC | MLSS | 59935P209 | $4.2K | 0.00% | 13,076 | SH |
SUITE 216
ROYAL OAK, MI 48067