Ervin Investment Management, LLC
All 13F Filings
- Location
- Seattle, WA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 170,762
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/8/2026 | 47 | 170,762 | 13F-HR | Ervin Investment Management, LLC |
| Q4 2025 | 1/23/2026 | 44 | 178,496 | 13F-HR/A - RESTATEMENT | Ervin Investment Management, LLC |
| Q4 2025 | 1/21/2026 | 44 | 178,496 | 13F-HR | Ervin Investment Management, LLC |
| Q3 2025 | 10/7/2025 | 42 | 174,722 | 13F-HR | Ervin Investment Management, LLC |
| Q2 2025 | 7/22/2025 | 40 | 159,844 | 13F-HR | Ervin Investment Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 134.1 K | 78.5% | 0 | 36.1 K | -36.1 K |
| ETFs | 36.69 K | 21.5% | 28.36 K | 0 | 28.36 K |
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Fund Snapshot
Q1 2026
Latest filed
4/8/2026
Total value ($000)
170,762
Holdings
47
QoQ value change ($000)
-7,734
(-4.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.