Unconventional Investor, LLC
UNCONVENTIONAL INVESTOR, LLC is an investment management firm based in Portsmouth, New Hampshire, United States. According to SEC filings, the firm manages assets primarily through public equity markets. It specializes in holding diversified portfolios utilizing ETFs and blue-chip stocks like Vanguard Total Stock Market ETF, Berkshire Hathaway, and S&P 500 ETF. The firm has been active in filing 13F portfolio disclosures since at least 2022. Further details regarding the founding year, street address, postal code, and employee count are not publicly disclosed.
Investment Strategy
Unconventional Investor, LLC employs a diversified, long-only investment strategy with a focus on broad market ETFs (such as VTI and VOO), sector ETFs, international developed markets, and large-cap stocks including Berkshire Hathaway. Its strategy appears driven by passive index exposure and tactical asset allocation, with its top five holdings representing over 80% of the portfolio. The firm regularly rebalances its portfolio between US and international equities, REITs, utilities, and major tech stocks, suggesting a philosophy centered on core asset diversification and relative value.
Top Holdings
Equity Positions (38)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | Total Stock Market ETF | 34.31% | $62.1M | 204,206 | $234.77 | $303.93 | +$4.8M |
B BRK-B | Berkshire Hathaway; Class B | 14.94% | $27.0M | 55,620 | $271.47 | $485.77 | -$2.8M |
V VOO | Vanguard S&P 500 ETF | 14.11% | $25.5M | 44,930 | $434.23 | $568.03 | +$1.8M |
V VPU | Vanguard Utilities ETF | 8.06% | $14.6M | 82,619 | $153.85 | $176.51 | +$359.3K |
V VEA | Vanguard FTSE Developed Markets ETF | 7.28% | $13.2M | 230,946 | $48.92 | $57.01 | +$1.3M |