Loading…
CIK 0002108559 • 4 13F filings • Feb 25, 2026 – Oct 14, 2026
Import this data to Google Sheets with:
=jivedata("diesslin-group-inc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVISOR MANAGED PORTFOLIOS | REGAN FIXED RATE | $256K | 0.1% | 9,078 SH | |
| AGILENT TECHNOLOGIES INC | COM | $246K | 0.1% | 2,160 SH | |
| ALPHABET INC | CAP STK CL A | $309K | 0.1% | 1,074 SH | |
| ALPHABET INC | CAP STK CL C | $304K | 0.1% | 1,060 SH | |
| AMAZON COM INC | COM | $762K | 0.3% | 3,659 SH | |
| APPLE INC | COM | $3.8M | 1.7% | 14,812 SH | |
| AZZ INC | COM | $876K | 0.4% | 7,000 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL A | $2.2M | 1.0% | 3 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $58.1M | 26.2% | 121,295 SH | |
| BLACKROCK CR ALLOCATION | COM | $353K | 0.2% | 34,928 SH | |
| CHEVRON CORPORATION | COM | $276K | 0.1% | 1,335 SH | |
| CONOCOPHILLIPS | COM | $435K | 0.2% | 3,294 SH | |
| CULLEN FROST BANKERS INC | COM | $507K | 0.2% | 3,699 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $327K | 0.1% | 8,410 SH | |
| EXXON MOBIL CORP | COM | $801K | 0.4% | 4,722 SH | |
| HANCOCK JOHN TAX-ADVANTAGED | COM | $755K | 0.3% | 30,487 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $8.7M | 3.9% | 45,115 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $26.7M | 12.0% | 46,232 SH | |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $249K | 0.1% | 6,479 SH | |
| ISHARES GOLD TR | ISHARES NEW | $764K | 0.3% | 8,664 SH | |
| ISHARES TR | 20 YR TR BD ETF | $4.2M | 1.9% | 48,621 SH | |
| ISHARES TR | RUSEL 2500 ETF | $22.2M | 10.0% | 291,193 SH | |
| JANUS DETROIT STR TR | HENDERSON SECURI | $404K | 0.2% | 7,829 SH | |
| JANUS DETROIT STR TR | HENDRSON AAA CL | $32.1M | 14.5% | 637,921 SH | |
| JOHNSON & JOHNSON | COM | $1.1M | 0.5% | 4,668 SH | |
| MARVELL TECHNOLOGY INC | COM | $233K | 0.1% | 2,353 SH | |
| MICROSOFT CORP | COM | $1.1M | 0.5% | 2,940 SH | |
| NEXTDECADE CORP | COM | $77K | 0.0% | 10,000 SH | |
| NOVARTIS AG | SPONSORED ADR | $830K | 0.4% | 5,434 SH | |
| NUVEEN PFD & INCOME OPPORTUN | COM | $92K | 0.0% | 12,256 SH | |
| NVIDIA CORPORATION | COM | $508K | 0.2% | 2,916 SH | |
| PEPSICO INC | COM | $1.1M | 0.5% | 7,001 SH | |
| PERMIANVILLE RTY TR | TR UNIT | $51K | 0.0% | 27,715 SH | |
| PLAINS GP HLDGS L P | LTD PARTNR INT A | $2.0M | 0.9% | 82,177 SH | |
| SPDR GOLD TR | GOLD SHS | $1.0M | 0.5% | 2,359 SH | |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL GOLD TR | $1.4M | 0.6% | 39,596 SH | |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $2.2M | 1.0% | 3,326 SH | |
| STATE STR SPDR S&P MIDCAP 40 | UTSER1 S&PDCRP | $450K | 0.2% | 730 SH | |
| TESLA INC | COM | $206K | 0.1% | 554 SH | |
| UNION PAC CORP | COM | $475K | 0.2% | 1,959 SH | |
| VALUED ADVISERS TR | REGAN FLTG RATE | $512K | 0.2% | 20,089 SH | |
| VANECK ETF TRUST | PREFERRED SECURT | $348K | 0.2% | 19,840 SH | |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $453K | 0.2% | 9,431 SH | |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $23.0M | 10.4% | 124,837 SH | |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $589K | 0.3% | 6,635 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $2.5M | 1.1% | 7,732 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $1.4M | 0.6% | 22,421 SH | |
| VANGUARD WORLD FD | ENERGY ETF | $503K | 0.2% | 2,905 SH | |
| VANGUARD WORLD FD | EXTENDED DUR | $9.1M | 4.1% | 140,603 SH | |
| WALMART INC | COM | $4.2M | 1.9% | 33,941 SH | |
| WELLS FARGO & CO | COM | $369K | 0.2% | 4,632 SH | |
| WELLS FARGO & CO | PERP PFD CNV A | $232K | 0.1% | 201 SH | |
| YUM BRANDS INC | COM | $371K | 0.2% | 2,384 SH |
| 13F-HR |
| 0002108559-26-000004 |
| $259.2M |
| View |
| Apr 21, 2026 | Q1 2026 | 13F-HR | 0002108559-26-000003 | $222.0M | View |