SEC 13F Intelligence

Managers / Q4 2025 · view latest →

Diesslin Group, Inc.

CIK 0002108559 · 425 HOUSTON ST, STE 500, FORT WORTH, TX, 76102 · 8173326122

Reported Value
$252M
Q4 2025
Positions
54
Filings on Record
3
2019–present window
Filed
Feb 25, 2026
original filing

Summary

Diesslin Group, Inc. reported $252M in U.S.-listed holdings across 54 positions for Q4 2025.

The portfolio is heavily concentrated: BRK/B alone accounts for 23.9% of reported value.

Portfolio Metrics

Top-10 Concentration
+86.0%
share of reported value
Largest Position
+23.9%
Berkshire Hathaway

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 ’25: $252MQ4 ’25Q1 ’26: $222MQ1 ’26Q2 ’26: $259MQ2 ’26filingsflow.com

Portfolio Composition

By security type
ETP: 65.7%Common Stock: 32.5%Closed-End Fund: 1.4%ADR: 0.3%PUBLIC: 0.1%Other: 0.0%
  • ETP · 65.7% · $165M
  • Common Stock · 32.5% · $82M
  • Closed-End Fund · 1.4% · $4M
  • ADR · 0.3% · $749,241
  • PUBLIC · 0.1% · $240,217
  • Other · 0.0% · $49,611

Quarter-over-Quarter Changes full breakdown →

IssuerMoveShare ΔShares nowValue ΔValue now
BRK/BBERKSHIRE HATHAWAY INC DELNEW+119.8K119.8K+$60M$60M
JANUS DETROIT STR TRNEW+626.9K626.9K+$32M$32M
NDQINVESCO QQQ TRNEW+46.4K46.4K+$29M$29M
VANGUARD WORLD FDNEW+367.4K367.4K+$24M$24M
VANGUARD INDEX FDSNEW+131.3K131.3K+$23M$23M
ISHARES TRNEW+303.1K303.1K+$23M$23M
INVESCO EXCHANGE TRADED FD TNEW+44.2K44.2K+$8M$8M
ISHARES TRNEW+85.4K85.4K+$7M$7M

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

Holdings — Q4 2025

42 positions
#IssuerClass% PortfolioValueShares
1BRK/BBERKSHIRE HATHAWAY INC DELCL B NEW · CL A24.83%$62M119.8K
2JANUS DETROIT STR TRHENDRSON AAA CL12.60%$32M626.9K
3ISHARES TRRUSEL 2500 ETF · 20 YR TR BD ETF11.98%$30M388.5K
4NDQINVESCO QQQ TRhistory →UNIT SER 111.34%$29M46.4K
5VANGUARD INDEX FDSMCAP VL IDXVIP · TOTAL STK MKT · S&P 500 ETF SHS · REAL ESTATE ETF11.25%$28M147.5K
6VDEVANGUARD WORLD FDEXTENDED DUR · ENERGY ETF9.64%$24M370.3K
7INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT3.36%$8M44.2K
8VALUED ADVISERS TRREGAN FLTG RATE2.42%$6M237.7K
9AAPLAPPLE INChistory →COM1.62%$4M15.0K
10WMTWALMART INChistory →COM1.50%$4M33.9K
11SPDR S&P 500 ETF TRTR UNIT0.90%$2M3.3K
12PAGPEURPLAINS GP HLDGS L PLTD PARTNR INT A0.60%$2M78.7K
13MSFTMICROSOFT CORPCOM0.56%$1M2.9K
14VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT0.51%$1M20.7K
15SPROTT ASSET MANAGEMENT LPPHYSICAL GOLD TR0.47%$1M35.8K
16BTZBLACKROCK CR ALLOCATION INCOCOM0.47%$1M108.2K
17JNJJOHNSON & JOHNSONCOM0.45%$1M5.5K
18PEPPEPSICO INCCOM0.40%$1M7.0K
19IAU*ISHARES GOLD TRISHARES NEW0.39%$978,09912.1K
20GQ9SPDR GOLD TRGOLD SHS0.37%$934,8952.4K
21AMZNAMAZON COM INCCOM0.34%$855,1883.7K
22HANCOCK JOHN TAX-ADVANTAGEDCOM0.30%$754,59631.9K
23AZZAZZ INCCOM0.30%$750,2607.0K
24NVSNNOVARTIS AGSPONSORED ADR0.30%$749,2415.4K
25GOOGLALPHABET INCCAP STK CL A · CAP STK CL C0.28%$705,0442.3K
26WFCWELLS FARGO CO NEWCOM · PERP PFD CNV A0.27%$671,9194.8K
27EXMOCEXXON MOBIL CORPCOM0.23%$568,2694.7K
28NVDANVIDIA CORPORATIONCOM0.22%$543,7772.9K
29CFRCULLEN FROST BANKERS INCCOM0.22%$541,3434.3K
30MDYSPDR S&P MIDCAP 400 ETF TRUTSER1 S&PDCRP0.19%$475,769789
31VANGUARD CHARLOTTE FDSTOTAL INT BD ETF0.18%$456,5279.4K
32UNPUNION PAC CORPCOM0.18%$453,1562.0K
33SABASABA CAPITAL INCOME & OPPORTCOM NEW0.15%$379,24446.0K
34YUMYUM BRANDS INCCOM0.14%$360,6522.4K
35DFACDIMENSIONAL ETF TRUSTUS CORE EQUITY 20.13%$332,9528.4K
36IBITISHARES BITCOIN TRUST ETFSHS BEN INT0.13%$321,6826.5K
37COPCONOCOPHILLIPSCOM0.12%$307,9963.3K
38AG8AGILENT TECHNOLOGIES INCCOM0.12%$306,8382.3K
39SPDR SERIES TRUSTSTATE STREET SPD0.11%$279,9754.9K
40TSLATESLA INCCOM0.10%$249,145554
41VANECK ETF TRUSTPREFERRED SECURT0.10%$239,06113.5K
42CHVCHEVRON CORP NEWCOM0.08%$203,4671.3K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q2 2026$259M59Jul 2, 202613F-HRchanges · EDGAR ↗
Q1 2026$222M53Apr 21, 202613F-HRchanges · EDGAR ↗
Q4 2025$252M54Feb 25, 202613F-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 ↗.