Severin Investments, LLC
CIK 0001763454 · ST. LOUIS, MO · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$132.7M
2026 Q2
Positions
174
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
23.3%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
VEA
VANGUARD TAX-MANAGED FDS
5.9%
VCIT
VANGUARD SCOTTSDALE FDS
3.1%
NVDA
NVIDIA CORPORATION
2.5%
TSM
TAIWAN SEMICONDUCTOR MANUFAC
2.4%
AVGO
BROADCOM INC
2.0%
VWO
VANGUARD INTL EQUITY INDEX F
1.7%
GOOGL
ALPHABET INC
1.5%
AAPL
APPLE INC
1.5%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.