Cheviot Value Management, LLC

Name: Cheviot Value Management, LLC — 13F holdings
Creator: Fundocap
License: https://creativecommons.org/licenses/by/4.0/

CIK 0001427147 · BEVERLY HILLS, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-06 · Open the SEC source ↗

Cheviot Value Management, LLC reported 443 positions worth $984.0M as of June 30, 2026 (13F filed August 6, 2026). Largest holding: BRK-B (12.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$984.0M

2026 Q2

Positions

443

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

56.3%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

10 / 443 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	BRK-B	BERKSHIRE HATHAWAY INC DEL CL B NEW	SH	$118.9M	12.09%	237,670	—	—
▸ 2	SGOV	ISHARES 0-3 MONTH TREASURY BOND ETF	SH	$100.9M	10.26%	1,002,516	—	—
▸ 3	AEM	AGNICO EAGLE MINES LTD COM	SH	$63.6M	6.46%	409,761	—	—
▸ 4	GOOGL	ALPHABET INC CAP STK CL A	SH	$56.8M	5.77%	158,980	—	—
▸ 5	TOTL	STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF	SH	$54.0M	5.49%	1,368,052	—	—
▸ 6	JNJ	JOHNSON & JOHNSON COM	SH	$39.3M	3.99%	154,695	—	—
▸ 7	LQD	ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF	SH	$35.3M	3.59%	323,920	—	—
▸ 8	TDTF	FLEXSHARES IBOXX 5 YEAR TARGET DURATION TIPS INDEX FUND	SH	$32.6M	3.32%	1,372,859	—	—
▸ 9	V	VISA INC COM CL A	SH	$27.6M	2.80%	80,407	—	—
▸ 10	META	META PLATFORMS INC CL A	SH	$24.7M	2.51%	43,818	—	—

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Cheviot Value Management, LLC hold as of Q2 2026?

Cheviot Value Management, LLC reported 443 positions worth $984.0M in its Q2 2026 13F filing. Largest positions: BRK-B (12.1%), SGOV (10.3%), AEM (6.5%), GOOGL (5.8%) and TOTL (5.5%).

What did Cheviot Value Management, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Cheviot Value Management, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.