SEC 13F Intelligence

Managers / Q4 2024 · view latest →

Unconventional Investor, LLC

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

Reported Value
$166M
Q4 2024
Positions
35
Filings on Record
18
2019–present window
Filed
Feb 19, 2025
original filing

Summary

Unconventional Investor, LLC reported $166M in U.S.-listed holdings across 35 positions for Q4 2024.

The portfolio is heavily concentrated: Total Stock Market Etf alone accounts for 36.9% of reported value.

Compared with Q3 2024, the fund opened 1 new position and exited 0.

Portfolio Metrics

Turnover
+1.7%
vs prior filed quarter
Top-10 Concentration
+91.3%
share of reported value
Largest Position
+36.9%
Total Stock Market Etf

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: 78.9%Common Stock: 18.2%Other: 2.9%
  • ETP · 78.9% · $131M
  • Common Stock · 18.2% · $30M
  • Other · 2.9% · $5M

Quarter-over-Quarter Changes full breakdown →

vs Q3 2024 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
VANGUARD INFORMATION TECHNOLOGY ETFNEW+324324+$201,551$201,551
Vanguard Total International Stock ETFADDED+13.6K58.2K+$539,175$3M
All World ex-U.S. Real Estate Index ETFADDED+2.9K12.8K+$42,255$506,330
Vanguard S&P 500 ETFADDED+4.3K43.6K+$3M$24M
Vanguard REIT ETFADDED+3.8K51.0K$52,842$5M
Total Stock Market ETFHELD+8.9K210.7K+$4M$61M
Vanguard FTSE Developed Markets ETFHELD+4.8K218.2K$835,937$10M
Ishares Lehman Treas 3-7 yrHELD502.8K$17,242$322,416

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

Holdings — Q4 2024

35 positions
#IssuerClass% PortfolioValueShares
1Total Stock Market ETFETF36.89%$61M210.7K
2BRK/BBerkshire Hathaway; Class Bhistory →Class B15.33%$25M56.0K
3Vanguard S&P 500 ETFETF14.20%$24M43.6K
4VPUVanguard Utilities ETFhistory →ETF8.27%$14M83.8K
5Vanguard FTSE Developed Markets ETFETF6.30%$10M218.2K
6Berkshire Hathaway AClass A2.88%$5M700
7Vanguard REIT ETFETF2.75%$5M51.0K
8Vanguard Total International Stock ETFETF2.07%$3M58.2K
9VGSHVANGUARD SHORT TERM TREASURY ETFhistory →ETF1.41%$2M40.0K
10Vanguard Int'l Equity Index ETFETF1.21%$2M35.0K
11NVDANVIDIA CORPCom0.91%$2M11.2K
12FIRST TRUST INTERNET INDEX CF ETFETF0.75%$1M5.1K
13DFAXDIMENSIONAL WLD EX US CR EQ 2 ETFETF0.73%$1M48.9K
14VANGUARD FTSE EUROPE ETFETF0.67%$1M17.5K
15AAPLAppleCom0.66%$1M4.4K
16VTVVANGUARD VALUE ETFETF0.60%$993,2275.9K
17iShares All World Ex USETF0.44%$727,09813.9K
18INVESCO S&P 500 EQUAL WEIGHT ETFETF0.40%$654,6243.7K
19VANGUARD SMALL CAP VALUE ETFETF0.37%$604,7083.1K
20All World ex-U.S. Real Estate Index ETFETF0.31%$506,33012.8K
21COSTCOSTCO WHOLESALE COCom0.29%$487,456532
22Vanguard Small-Cap Growth ETFETF0.29%$473,5141.7K
23ISHARES MSCI TAIWAN ETFETF0.27%$454,8078.8K
24FIRST TRUST CLOUD COMPUTING ETFETF0.24%$392,0243.3K
25FIRST TRUST NASDAQ CYBRSCRTY ETFETF0.23%$385,3326.1K
26VVisa InternationalCom0.20%$327,1011.0K
27Ishares Lehman Treas 3-7 yrETF0.19%$322,4162.8K
28VANGUARD EXTENDED MARKET ETFETF0.19%$316,5631.7K
29GOOGLALPHABET INC. CLASS AClass A0.19%$314,2381.7K
30ONTOONTO INNOVATION INCCom0.17%$279,3391.7K
31MSFTMICROSOFT CORPCom0.15%$254,664604
32AMZNAMAZON.COM INCCom0.15%$254,4921.2K
33JPMJPMORGAN CHASE & COMPANYCom0.14%$238,751996
34VANGUARD INFORMATION TECHNOLOGY ETFETF0.12%$201,551324
35WHEELS UP EXPERIENCE I FCom0.02%$27,49916.7K

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 ↗.