SEC 13F Intelligence

Managers / Q1 2022 · view latest →

Unconventional Investor, LLC

CIK 0001910387 · 162 MILL POND WAY, UNIT 2, PORTSMOUTH, NH, 03801 · (415) 235-3729

Reported Value
$109M
Q1 2022
Positions
33
Filings on Record
18
2019–present window
Filed
Apr 11, 2022
original filing

Summary

Unconventional Investor, LLC reported $109M in U.S.-listed holdings across 33 positions for Q1 2022.

The portfolio is heavily concentrated: Vanguard Total Stock Market alone accounts for 36.4% of reported value.

Compared with Q4 2021, the fund opened 1 new position and exited 2.

Portfolio Metrics

Turnover
+5.0%
vs prior filed quarter
Top-10 Concentration
+89.2%
share of reported value
Largest Position
+36.4%
Vanguard Total Stock Market
New / Exited
1 / 2
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’21: $101MQ4 ’21Q1 ’22: $109MQ2 ’22: $97MQ3 ’22: $92MQ3 ’22Q4 ’22: $99MQ1 ’23: $105MQ2 ’23: $110MQ2 ’23Q3 ’23: $114MQ4 ’23: $126MQ1 ’24: $139MQ1 ’24Q2 ’24: $142MQ3 ’24: $160MQ4 ’24: $166MQ4 ’24Q1 ’25: $169MQ2 ’25: $181MQ3 ’25: $199MQ3 ’25Q4 ’25: $211MQ1 ’26: $211Mfilingsflow.com

Portfolio Composition

By security type
ETP: 79.2%Other: 15.0%Common Stock: 5.8%
  • ETP · 79.2% · $86M
  • Other · 15.0% · $16M
  • Common Stock · 5.8% · $6M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2021 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
SPDR S&P CHINANEW+3.0K3.0K+$266,000$266,000
ISHARES SELECT DIVIDEND ETFSOLD OUT6.1K0$751,000$0
VANGUARD ESG INTL STOCK ETFSOLD OUT3.3K0$202,000$0
ISHARES 1-3 YEAR TREASRYBONDTRIMMED5.3K3.9K$459,000$325,000
VANGUARD FTSE DEVELOPED MARKETSADDED+51.1K177.2K+$2M$9M
VANGUARD S&P 500TRIMMED2.4K5.3K$1M$2M
SCHWAB US TIPSTRIMMED1.6K4.2K$110,000$254,000
BERKSHIRE HATHAWAYADDED+8.7K46.3K+$5M$16M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2022

32 positions
#IssuerClass% PortfolioValueShares
1VANGUARD TOTAL STOCK MARKETETF36.44%$40M174.0K
2BRK/ABERKSHIRE HATHAWAYClass B · Class A18.90%$21M46.3K
3VPUVANGUARD UTILITIEShistory →ETF11.24%$12M75.6K
4VANGUARD FTSE DEVELOPED MARKETSETF7.83%$9M177.2K
5VANGUARD FTSE ALL WORLD EX USETF4.16%$5M78.5K
6VGSHVANGUARD SHORT TERM TREASURYhistory →ETF3.55%$4M65.2K
7VANGUARD REAL ESTATEETF IV2.63%$3M26.4K
8VANGUARD S&P 500ETF2.03%$2M5.3K
9ISHARES 3-7 YEAR TRERY BONDETF1.25%$1M11.2K
10DFAXDIMENSIONAL WLD EX US CR EQ 2history →ETF1.12%$1M48.9K
11VANGUARD GLBAL EX US REAL ESTATEETF1.09%$1M22.8K
12VANGUARD FTSE EMERGING MARKETF IV1.00%$1M23.6K
13FIRST TRUST INTERNET INDEX CFETF0.98%$1M5.7K
14VTVVANGUARD VALUE ETFETF0.87%$943,0006.4K
15AAPLAPPLE INCCommon0.81%$882,0005.0K
16ISHARES MSCI ACWI EX USETF IV0.67%$729,00013.9K
17ISHARES MSCI TAIWANETF0.59%$640,00010.4K
18ISHARES TIPS BONDETF0.50%$548,0004.4K
19VANGUARD SMALL CAP VALUEETF0.49%$532,0003.0K
20NVDANVIDIA CORPCommon0.43%$468,0001.7K
21ISHARES CHINA LARGE CAPETF0.35%$385,00011.9K
22VANGUARD SMALL CAP GROWTHETF IV0.35%$381,0001.5K
23VUGVANGUARD GROWTHETF0.33%$358,0001.2K
24ISHARES 1-3 YEAR TREASRYBONDETF0.30%$325,0003.9K
25FIRST TRUST NASDAQ CYBRSCRTYETF0.30%$323,0006.1K
26FIRST TRUST CLOUD COMPUTINGETF0.29%$316,0003.5K
27INVSC S P 500 EQUAL WEIGHTETF0.29%$313,0002.0K
28COSTCOSTCO WHOLESALE COCommon0.28%$306,000532
29SPDR S&P CHINAETF0.24%$266,0003.0K
30SCHWAB US TIPSETF0.23%$254,0004.2K
31GOOGLALPHABET INCClass A0.21%$231,00083
32VVISA INCClass A0.21%$230,0001.0K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$211M46May 18, 202613F-HRchanges · EDGAR ↗
Q4 2025$211M47Feb 5, 202613F-HRchanges · EDGAR ↗
Q3 2025$199M45Nov 7, 202513F-HRchanges · EDGAR ↗
Q2 2025$181M40Aug 1, 202513F-HRchanges · EDGAR ↗
Q1 2025$169M34May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$166M35Feb 19, 202513F-HRchanges · EDGAR ↗
Q3 2024$160M34Nov 18, 202413F-HRchanges · EDGAR ↗
Q2 2024$142M33Aug 15, 202413F-HRchanges · EDGAR ↗
Q1 2024$139M33May 13, 202413F-HRchanges · EDGAR ↗
Q4 2023$126M32Feb 12, 202413F-HRchanges · EDGAR ↗
Q3 2023$114M33Nov 16, 202313F-HRchanges · EDGAR ↗
Q2 2023$110M32Aug 9, 202313F-HRchanges · EDGAR ↗
Q1 2023$105M33May 11, 202313F-HRchanges · EDGAR ↗
Q4 2022$99M30Feb 6, 202313F-HRchanges · EDGAR ↗
Q3 2022$92M31Oct 24, 202213F-HRchanges · EDGAR ↗
Q2 2022$97M33Jul 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$109M33Apr 11, 202213F-HRchanges · EDGAR ↗
Q4 2021$101M34Feb 14, 202213F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.