MondegarAI
Unconventional Investor, LLC

Q4 2025 · 13F-HR

Unconventional Investor, LLCholdings as filed

Filed 2026-02-05 · accession 0001910387-26-000001

$210.5M
Reported value
47
Positions
2025-12-31
Period end
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The Brief · Unconventional Investor, LLC · Q4 2025

AI · grounded in 13F

Unconventional Investor, LLC established a new position in Total Stock Market ETF VTI valued at $68.7M. The fund also initiated new stakes in Vanguard S&P 500 ETF VOO for $30.1M and Berkshire Hathaway; Class B BRK/B for $27.9M. Additional new positions include Vanguard FTSE Developed Markets ETF VEA at $16.9M and Vanguard Utilities ETF at $14.8M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908769VTITotal Stock Market ETF$68.7M32.6%204,898CommonNONE
922908363VOOVanguard S&P 500 ETF$30.1M14.3%47,898CommonNONE
084670702BRK/BBerkshire Hathaway; Class B$27.9M13.2%55,480CommonNONE
921943858VEAVanguard FTSE Developed Markets ETF$16.9M8.04%271,005CommonNONE
92204A876VPUVanguard Utilities ETF$14.8M7.05%80,177CommonNONE
92206C102VGSHVANGUARD SHORT TERM TREASURY ETF$9.7M4.63%165,875CommonNONE
084670108BRK/ABerkshire Hathaway A$5.3M2.51%7CommonNONE
922908553VNQVanguard REIT ETF$5.0M2.36%56,114CommonNONE
921909768VXUSVanguard Total International Stock ETF$4.7M2.23%62,110CommonNONE
46435G326IDEVISHARES CORE MSCI INTRL DVLP MKT ETF$3.0M1.44%36,834CommonNONE
922042775VEUVanguard Int'l Equity Index ETF$2.3M1.11%31,669CommonNONE
67066G104NVDANVIDIA CORP$2.1M1.01%11,384CommonNONE
25434V880DFAXDIMENSIONAL WLD EX US CR EQ 2 ETF$1.6M0.76%48,888CommonNONE
922042874VGKVANGUARD FTSE EUROPE ETF$1.5M0.71%17,991CommonNONE
33733E302FDNFIRST TRUST INTERNET INDEX CF ETF$1.3M0.62%4,825CommonNONE
037833100AAPLApple$1.3M0.60%4,621CommonNONE
922908744VTVVANGUARD VALUE ETF$1.1M0.54%5,984CommonNONE
72703X106PLPLANET LABS PBC CLASS A$986,0000.47%50,000CommonNONE
464288240ACWXiShares All World Ex US$935,7760.44%13,940CommonNONE
46429B598INDAISHARES MSCI INDIA ETF$769,8690.37%14,244CommonNONE
46137V357RSPINVESCO S&P 500 EQUAL WEIGHT ETF$718,4330.34%3,750CommonNONE
922908611VBRVANGUARD SMALL CAP VALUE ETF$659,9290.31%3,116CommonNONE
922042742VTVanguard Total World Stock Inde$575,4800.27%4,080CommonNONE
922042676VNQIAll World ex-U.S. Real Estate Index ETF$520,3680.25%11,352CommonNONE
02079K305GOOGLALPHABET INC. CLASS A$519,5800.25%1,660CommonNONE
46090N103FXAAussie $ ETF$518,4940.25%7,844CommonNONE
922908595VBKVanguard Small-Cap Growth ETF$512,2410.24%1,696CommonNONE
46138T104FXCCanadian $ ETF$509,2430.24%7,154CommonNONE
922042866VPLVANGUARD FTSE PACIFIC ETF$482,2990.23%5,335CommonNONE
22160K105COSTCOSTCO WHOLESALE CO$458,7650.22%532CommonNONE
46434G772EWTISHARES MSCI TAIWAN ETF$452,1920.21%7,118CommonNONE
33734X846CIBRFIRST TRUST NASDAQ CYBRSCRTY ETF$433,9160.21%6,073CommonNONE
921946406VYMVANGUARD HIGH DIVIDEND YIELD ETF$428,9810.20%2,989CommonNONE
46090E103QQQINVESCO QQQ ETF$421,5300.20%686CommonNONE
92826C839VVisa International$362,9850.17%1,035CommonNONE
922908652VXFVANGUARD EXTENDED MARKET ETF$344,7070.16%1,648CommonNONE
02079K107GOOGALPHABET INC. CLASS C$309,2750.15%986CommonNONE
46625H100JPMJPMORGAN CHASE & COMPANY$293,5420.14%911CommonNONE
437076102HDHOME DEPOT INC$271,5970.13%789CommonNONE
683344105ONTOONTO INNOVATION INC$264,5730.13%1,676CommonNONE
33734X192SKYYFIRST TRUST CLOUD COMPUTING ETF$260,1600.12%2,000CommonNONE
594918104MSFTMICROSOFT CORP$252,5790.12%522CommonNONE
92204A702VGTVANGUARD INFORMATION TECHNOLOGY ETF$230,2630.11%305CommonNONE
464288661IEIIshares Lehman Treas 3-7 yr$228,9160.11%1,918CommonNONE
023135106AMZNAMAZON.COM INC$203,3520.10%881CommonNONE
808513105SCHWCHARLES SCHWAB CORP$202,9420.10%2,031CommonNONE
96328L106WHEELS UP EXPERIENCE I F$10,9380.01%16,666CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.