13F-HR filed by Daniel Investment Group, Inc.
Daniel Investment Group, Inc. filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-03, with 33 holding rows worth $168,902,482.
- Accession
- 0002144243-26-000001
- Filer
- CIK 2144243
- Filed
- 2026-08-03
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 33 entries on the cover page, a total value of $168,902,482 stated on the cover page (in dollars after the unit check, H1), rows summing to $168,902,482 with VALUE read as dollars as filed, 13F file number 028-27076. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc | 084670702 | COM | 190,681 | $95,414,927 | dollars as filed | |
| Vanguard FTSE All-World ex-US ETF | 922042775 | SHS | 125,639 | $10,522,279 | dollars as filed | |
| BROOKFIELD CORP CL A LTD VT SH | 11271J107 | Stock | 235,072 | $10,011,735 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 21,906 | $7,170,606 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 23,748 | $5,619,231 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 13,371 | $4,724,214 | dollars as filed | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 21,153 | $4,500,688 | dollars as filed | |
| MARKELGROUPINC | 570535104 | STOK | 2,101 | $4,104,247 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 11,725 | $3,554,225 | dollars as filed | |
| Apple Inc | 037833100 | COM | 11,905 | $3,444,719 | dollars as filed | |
| Vanguard International Dividend Appreciation ETF | 921946810 | SHS | 33,096 | $3,090,506 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 33,253 | $2,679,194 | dollars as filed | |
| VWO | 922042858 | SHS | 38,501 | $2,298,125 | dollars as filed | |
| BERKSHIRE HATHAWAY INC DEL | 084670108 | CL A | 3 | $2,246,550 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 5,718 | $1,362,804 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 1,894 | $1,300,812 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 2,771 | $990,273 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 1,189 | $669,752 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 1,699 | $633,577 | dollars as filed | |
| INVESCO S&P MIDCAP 400 GARP ETF | 46137V225 | ETF | 4,375 | $569,481 | dollars as filed | |
| SUN CMNTYS INC COM | 866674104 | REIT | 4,196 | $503,142 | dollars as filed | |
| ALLSTATE CORP COM | 020002101 | Stock | 2,000 | $475,880 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 2,158 | $431,757 | dollars as filed | |
| Progressive Corporation | 743315103 | COM | 1,904 | $415,841 | dollars as filed | |
| CMS ENERGY CORP COM | 125896100 | Stock | 5,031 | $384,872 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 3,391 | $326,384 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 1,419 | $309,259 | dollars as filed | |
| FLAGSTAR FINANCIAL INC | 649445400 | COM NEW | 20,539 | $306,853 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 327 | $305,899 | dollars as filed | |
| Vanguard Total World Stock ETF | 922042742 | SHS | 1,470 | $230,717 | dollars as filed | |
| FORD MTR CO COM | 345370860 | Stock | 12,217 | $169,816 | dollars as filed | |
| KOPIN CORP | 500600101 | COMMON STOCK | 29,000 | $129,920 | dollars as filed | |
| MILESTONE PHARMACEUTICALS IN | 59935P209 | COM NEW | 13,076 | $4,197 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002144243-26-000001 | this filing | 2026-08-03 | acceptance time not in the bulk data set |