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Severin Investments, LLC

Portfolio Manager
Severin Investments, LLC
Performance
-3.20% (2026 Q1)
AUM (13F)
$116.49M
# of Holdings
171
Performance Rank
Allocation (Top 20)
33.55%

Severin Investments, LLC Holdings Map

Top 50 Severin Investments, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VEA
VANGUARD TAX-MANAGED FDS
6.01%109.2K$7.0M
+47.70%(+35.27K)
2025-Q1: 33.6K shares2025-Q2: 76.5K shares2025-Q3: 76.8K shares2025-Q4: 73.9K shares2026-Q1: 109.2K shares
$55.96(+26.54%)
2026-03-31
VCIT
VANGUARD SCOTTSDALE FDS
3.33%46.9K$3.9M
+317.75%(+35.65K)
2025-Q1: 11.0K shares2025-Q2: 10.8K shares2025-Q3: 10.7K shares2025-Q4: 11.2K shares2026-Q1: 46.9K shares
$82.78(-0.53%)
2026-03-31
NVDA
NVIDIA CORPORATION
2.33%15.6K$2.7M
+11.99%(+1.67K)
2025-Q1: 15.4K shares2025-Q2: 15.7K shares2025-Q3: 11.6K shares2025-Q4: 13.9K shares2026-Q1: 15.6K shares
$140.31(+38.85%)
2026-03-31
TSM
TAIWAN SEMICONDUCTOR MANUFAC
2.06%7.1K$2.4M
+2.01%(+140)
2025-Q1: 3.4K shares2025-Q2: 4.9K shares2025-Q3: 4.9K shares2025-Q4: 7.0K shares2026-Q1: 7.1K shares
$221.86(+95.69%)
2026-03-31
AVGO
BROADCOM INC
1.82%6.8K$2.1M
+24.90%(+1.36K)
2025-Q1: 8.0K shares2025-Q2: 8.0K shares2025-Q3: 4.5K shares2025-Q4: 5.5K shares2026-Q1: 6.8K shares
$247.49(+45.64%)
2026-03-31
GOOGL
ALPHABET INC
1.54%6.3K$1.8M
+2.76%(+168)
2025-Q1: 2.4K shares2025-Q2: 3.2K shares2025-Q3: 4.5K shares2025-Q4: 6.1K shares2026-Q1: 6.3K shares
$211.35(+70.29%)
2026-03-31
VWO
VANGUARD INTL EQUITY INDEX F
1.44%31.1K$1.7M
+7.52%(+2.17K)
2025-Q1: 28.6K shares2025-Q2: 0 shares2025-Q3: 26.2K shares2025-Q4: 28.9K shares2026-Q1: 31.1K shares
$46.54(+26.86%)
2026-03-31
IJH
ISHARES TR
1.42%24.5K$1.7M
+285.62%(+18.12K)
2025-Q1: 8.2K shares2025-Q2: 8.5K shares2025-Q3: 7.1K shares2025-Q4: 6.3K shares2026-Q1: 24.5K shares
$65.59(+16.01%)
2026-03-31
SHY
ISHARES TR
1.41%19.9K$1.6M
+92.95%(+9.56K)
2025-Q1: 9.5K shares2025-Q2: 10.0K shares2025-Q3: 9.8K shares2025-Q4: 10.3K shares2026-Q1: 19.9K shares
$82.54(-0.73%)
2026-03-31
MSFT
MICROSOFT CORP
1.35%4.3K$1.6M
-0.79%(-34)
2025-Q1: 2.9K shares2025-Q2: 2.7K shares2025-Q3: 4.0K shares2025-Q4: 4.3K shares2026-Q1: 4.3K shares
$453.85(-13.96%)
2026-03-31

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