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Ervin Investment Management, LLC
Ervin Investment Management, LLC is a boutique investment adviser firm based in Seattle, Washington. The firm is registered with the SEC (CIK: 0001907802) and primarily serves individual clients, including high net worth individuals. Founded in 2018, Ervin Investment Management manages approximately $243 million in assets as of March 2025 and employs a small team of 3 investment professionals. The firm is focused on delivering personalized investment solutions and portfolio management services for its clients.
Investment Strategy
Ervin Investment Management, LLC primarily manages discretionary portfolios for individual and high net worth clients using a tailored investment approach. The firm invests across a range of sectors, with holdings in diversified individual stocks (including large-cap technology, financials, and alternative assets such as gold ETFs). Their approach emphasizes long-term capital preservation, fundamental research, and active portfolio management, adapting allocations based on evolving market conditions and client objectives.
Latest 13F Filing Activity
Ervin Investment Management, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 42 equity positions with a total 13F market value of $175M. The fund increased holdings in Apple Inc., Alphabet Inc., Berkshire Hathaway Inc. Del among other positions. Ervin Investment Management, LLC reduced exposure to Sprouts FMRS MKT Inc., Philip Morris Intl Inc., Markel Group Inc. among others.
Top Holdings
Equity Positions (42)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 23.17% | $40.5M | 80,511 | $299.14 | $502.74 | +$1.2M | |
M MSFT | MICROSOFT CORP | 9.99% | $17.5M | 33,714 | $335.79 | $517.95 | +$424.4K |
A AAPL | APPLE INC | 7.78% | $13.6M | 53,392 | $177.57 | $254.63 | +$2.4M |
S SPTM | SPDR SERIES TRUST | 7.44% | $13.0M | 161,149 | $66.19 | $80.65 | +$798.4K |
B BN | BROOKFIELD CORP | 6.18% | $10.8M | 157,554 | $36.48 | $45.72 | +$998.0K |
Industry Allocation
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