SEC 13F Intelligence

Managers / Q3 2022 · view latest →

Unconventional Investor, LLC

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

Reported Value
$92M
Q3 2022
Positions
31
Filings on Record
18
2019–present window
Filed
Oct 24, 2022
original filing

Summary

Unconventional Investor, LLC reported $92M in U.S.-listed holdings across 31 positions for Q3 2022.

The portfolio is heavily concentrated: Total Stock Market Etf alone accounts for 39.1% of reported value.

Compared with Q2 2022, the fund opened 3 new positions and exited 5.

Portfolio Metrics

Turnover
+18.6%
vs prior filed quarter
Top-10 Concentration
+90.1%
share of reported value
Largest Position
+39.1%
Total Stock Market Etf
New / Exited
3 / 5
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. 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: 79.4%Common Stock: 16.9%Other: 3.7%
  • ETP · 79.4% · $73M
  • Common Stock · 16.9% · $15M
  • Other · 3.7% · $3M

Quarter-over-Quarter Changes full breakdown →

vs Q2 2022 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
BRK/BBerkshire Hathaway; Class BNEW+53.4K53.4K+$14M$14M
Berkshire Hathaway ANEW+800800+$3M$3M
OSCROSCAR HEALTH INCNEW+15.8K15.8K+$79,000$79,000
BERKSHIRE HATHAWAY CLASS BSOLD OUT51.9K0$14M$0
BRK/ABERKSHIRE HTWY CL ASOLD OUT8000$3M$0
POWERSCHOOL HOLDINGS INCSOLD OUT34.6K0$417,000$0
VUGVANGUARD GROWTH ETFSOLD OUT1.2K0$269,000$0
VVISA INC CLASS ASOLD OUT1.0K0$204,000$0

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

Holdings — Q3 2022

31 positions
#IssuerClass% PortfolioValueShares
1Total Stock Market ETFETF39.13%$36M200.5K
2BRK/BBerkshire Hathaway; Class Bhistory →CLASS B15.51%$14M53.4K
3VPUVanguard Utilities ETFhistory →ETF11.83%$11M76.4K
4Vanguard FTSE Developed Markets ETFETF8.18%$8M206.9K
5VGSHVANGUARD SHORT TERM TREASURY ETFhistory →ETF3.63%$3M57.8K
6Berkshire Hathaway ACOMMON3.54%$3M800
7Vanguard Int'l Equity Index ETFETF3.24%$3M67.1K
8Vanguard REIT ETFETF2.20%$2M25.2K
9Vanguard S&P 500 ETFETF1.69%$2M4.7K
10Ishares Lehman Treas 3-7 yrETF1.12%$1M9.0K
11DFAXDIMENSIONAL WLD EX US CR EQ 2 ETFhistory →ETF1.00%$923,00048.9K
12VANGUARD FTSE EMERGING MARKETS ETFETF0.92%$849,00023.3K
13All World ex-U.S. Real Estate Index ETFETF0.83%$766,00020.1K
14VTVVANGUARD VALUE ETFETF0.81%$746,0006.0K
15FIRST TRUST INTERNET INDEX CF ETFETF0.78%$719,0005.7K
16AAPLAppleCOMMON0.76%$699,0005.1K
17iShares All World Ex USETF0.61%$558,00013.9K
18Ishares Lehman TIPSETF0.50%$457,0004.4K
19VANGUARD SMALL CAP VALUE ETFETF0.47%$433,0003.0K
20ISHARES MSCI TAIWAN ETFETF0.47%$430,00010.0K
21Vanguard Small-Cap Growth ETFETF0.36%$329,0001.7K
22ISHARES 1-3 YEAR TREASRY BOND ETF IVETF0.33%$306,0003.8K
23INVESCO S&P 500 EQUAL WEIGHT ETFETF0.28%$256,0002.0K
24COSTCOSTCO WHOLESALE COCOMMON0.27%$251,000532
25SPDR S&P CHINA ETF IVETF0.26%$242,0003.4K
26ISHARES CHINA LARGE CAP ETFETF0.26%$240,0009.3K
27FIRST TRUST NASDAQ CYBRSCRTY ETFETF0.25%$234,0006.1K
28FIRST TRUST CLOUD COMPUTING ETFETF0.23%$211,0003.5K
29NVDANVIDIA CORPCOMMON0.23%$208,0001.7K
30WHEELS UP EXPERIENCE I FCOMMON0.21%$192,000166.7K
31OSCROSCAR HEALTH INCCOMMON0.09%$79,00015.8K

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 ↗.