Elgethun Capital Management

CIK 0001638022 • 6 13F filings • May 9, 2025 – Jul 29, 2026

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Filer information

Filed by: Elgethun Capital Management, President
Address: 231 S PHILLIPS AVE, SUITE 201, SIOUX FALLS, SD, 57104
Phone: 605-367-3336
AUM: $578.9M

AUM over time

$717.8M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $578.9M164 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$1.1M	0.2%Prev: 0.2%	6,915 SH	Increased+7 SH
ABBOTT LABS	COM	$362K	0.1%Prev: 0.1%	2,888 SH	Decreased
ABBVIE INC	COM	$1.4M	0.2%Prev: 0.3%	6,302 SH	Decreased+146 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$406K	0.1%Prev: 0.1%	1,512 SH	Increased
ADVANCE AUTO PARTS INC	COM	$6.7M	1.2%Prev: 1.9%	170,279 SH	Decreased+1,903 SH
ADVANCED MICRO DEVICES INC	COM	$268K	0.0%Prev: 0.0%	1,250 SH	Increased-38 SH
ALBERTSONS COS INC	COMMON STOCK	$3.6M	0.6%Prev: 0.6%	211,851 SH	Increased+24,747 SH
ALPHABET INC	CAP STK CL A	$3.0M	0.5%Prev: 0.4%	9,738 SH	Increased+686 SH
ALPHABET INC	CAP STK CL C	$3.1M	0.5%Prev: 0.4%	9,882 SH	Increased+1,413 SH
ALPS ETF TR	ALERIAN MLP	$8.9M	1.5%Prev: 1.5%	188,564 SH	Increased+10,870 SH
ALTRIA GROUP INC	COM	$238K	0.0%	4,120 SH	New
AMAZON COM INC	COM	$5.1M	0.9%Prev: 0.9%	21,944 SH	Increased-543 SH
AMERICAN EXPRESS CO	COM	$6.3M	1.1%Prev: 1.0%	17,039 SH	Increased-163 SH
AMERICAN TOWER CORP NEW	COM	$116K	0.0%Prev: 0.0%	661 SH	Decreased-99 SH
APPLE INC	COM	$4.1M	0.7%Prev: 0.7%	14,977 SH	Increased-542 SH
APPLIED MATLS INC	COM	$236K	0.0%Prev: 0.0%	918 SH	Increased
ARROWHEAD PHARMACEUTICALS IN	COM	$266K	0.0%	4,000 SH	New
ATLANTA BRAVES HLDGS INC	COM SER C	$6.3M	1.1%Prev: 1.1%	160,326 SH	Increased+12,077 SH
BANCORP INC DEL	COM	$14.9M	2.6%Prev: 2.9%	220,172 SH	Decreased+971 SH
BANK AMERICA CORP	COM	$366K	0.1%Prev: 0.1%	6,662 SH	Increased+3 SH
BERKLEY W R CORP	COM	$1.7M	0.3%Prev: 0.3%	24,069 SH	Decreased+2 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$2.3M	0.4%Prev: 0.1%	3 SH	Increased+2 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$66.3M	11.5%Prev: 11.8%	131,927 SH	Increased+1,852 SH
BLACKROCK MUN TARGET TERM TR	COM SHS BEN IN	$3.1M	0.5%Prev: 0.5%	137,007 SH	Increased+4,591 SH
BOOKING HOLDINGS INC	COM	$519K	0.1%Prev: 0.1%	97 SH	Increased
BOSTON OMAHA CORP	CL A COM STK	$18.0M	3.1%Prev: 3.4%	1,453,842 SH	Decreased+27,234 SH
BP PLC	SPONSORED ADR	$441K	0.1%Prev: 0.1%	12,694 SH	Increased+91 SH
BRIDGEWATER BANCSHARES INC	COM	$1.4M	0.2%Prev: 0.3%	79,250 SH	Increased-50 SH
BROADCOM INC	COM	$1.3M	0.2%Prev: 0.2%	3,880 SH	Increased
CANADIAN NAT RES LTD	COM	$227K	0.0%	6,698 SH	New
CARMAX INC	COM	$469K	0.1%	12,125 SH	New
CASEYS GEN STORES INC	COM	$323K	0.1%Prev: 0.1%	585 SH	Increased+46 SH
CATERPILLAR INC	COM	$638K	0.1%Prev: 0.1%	1,113 SH	Increased+75 SH
CHEVRON CORP NEW	COM	$756K	0.1%Prev: 0.1%	4,962 SH	Decreased+33 SH
CHUBB LIMITED	COM	$380K	0.1%Prev: 0.1%	1,219 SH	Increased
CITIGROUP INC	COM NEW	$20.4M	3.5%Prev: 3.1%	174,715 SH	Increased+1,810 SH
COCA COLA CO	COM	$727K	0.1%Prev: 0.1%	10,399 SH	Decreased-741 SH
COSTCO WHSL CORP NEW	COM	$359K	0.1%Prev: 0.1%	417 SH	Decreased+17 SH
CRIMSON WINE GROUP	COM	$8.1M	1.4%Prev: 1.5%	1,657,948 SH	Decreased+35,631 SH
CSX CORP	COM	$446K	0.1%Prev: 0.1%	12,310 SH	Increased
D R HORTON INC	COM	$252K	0.0%Prev: 0.1%	1,751 SH	Decreased
DANAHER CORPORATION	COM	$557K	0.1%Prev: 0.1%	2,432 SH	Increased
DEERE & CO	COM	$353K	0.1%Prev: 0.1%	758 SH	Increased+1 SH
DREAM FINDERS HOMES INC	COM CL A	$8.5M	1.5%Prev: 2.1%	495,037 SH	Decreased+37,450 SH
DRIVEN BRANDS HLDGS INC	COM	$7.9M	1.4%Prev: 1.5%	532,535 SH	Decreased+18,556 SH
EATON CORP PLC	SHS	$231K	0.0%Prev: 0.0%	725 SH	Decreased
ECOLAB INC	COM	$186K	0.0%Prev: 0.0%	707 SH	Decreased
ELI LILLY & CO	COM	$26.5M	4.6%Prev: 3.6%	24,640 SH	Increased+1 SH
ENTERPRISE PRODS PARTNERS L	COM	$5.9M	1.0%Prev: 1.0%	184,331 SH	Increased+10,765 SH
EVERUS CONSTR GROUP	COM	$229K	0.0%Prev: 0.0%	2,682 SH	Increased
EXXON MOBIL CORP	COM	$966K	0.2%Prev: 0.2%	8,023 SH	Increased+211 SH
FAIRFAX FINANCIAL	COM	$47.4M	8.2%Prev: 7.8%	24,851 SH	Increased+262 SH
FAIRFAX INDIA	COM	$5.9M	1.0%Prev: 1.0%	337,057 SH	Increased+19,613 SH
GENERAL MTRS CO	COM	$215K	0.0%Prev: 0.0%	2,646 SH	Increased
GOLD FIELDS LTD	SPONSORED ADR	$218K	0.0%Prev: 0.0%	5,000 SH	Increased
GREEN BRICK PARTNERS INC	COM	$398K	0.1%Prev: 0.1%	6,355 SH	Decreased
GREIF INC	CL B	$267K	0.0%Prev: 0.1%	3,581 SH	Decreased-2,135 SH
HERSHEY CO	COM	$129K	0.0%Prev: 0.0%	707 SH	Decreased
HOME DEPOT INC	COM	$1.1M	0.2%Prev: 0.2%	3,303 SH	Decreased+53 SH
HONEYWELL INTL INC	COM	$342K	0.1%Prev: 0.1%	1,752 SH	Decreased+1 SH
ILLINOIS TOOL WKS INC	COM	$318K	0.1%Prev: 0.1%	1,289 SH	Increased+132 SH
INTEL CORP	COM	$5.1M	0.9%Prev: 0.8%	137,921 SH	Increased+1,239 SH
INTERCONTINENTAL EXCHANGE IN	COM	$289K	0.0%Prev: 0.1%	1,784 SH	Decreased
INTERNATIONAL BUSINESS MACHS	COM	$369K	0.1%Prev: 0.1%	1,247 SH	Increased+5 SH
INTUIT	COM	$354K	0.1%Prev: 0.1%	534 SH	Increased+28 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$5.8M	1.0%Prev: 1.0%	30,337 SH	Increased+1,685 SH
INVESCO QQQ TR	UNIT SER 1	$384K	0.1%Prev: 0.0%	625 SH	Increased+197 SH
ISHARES INC	CORE MSCI EMKT	$24.4M	4.2%Prev: 4.3%	362,812 SH	Increased+8,596 SH
ISHARES INC	EM MKTS DIV ETF	$340K	0.1%Prev: 0.1%	10,925 SH	Increased
ISHARES TR	CORE MSCI EAFE	$918K	0.2%Prev: 0.2%	10,264 SH	Increased+524 SH
ISHARES TR	CORE S&P MCP ETF	$108K	0.0%Prev: 0.0%	1,636 SH	Increased+34 SH
ISHARES TR	CORE S&P SCP ETF	$313K	0.1%Prev: 0.1%	2,603 SH	Increased
ISHARES TR	CORE S&P500 ETF	$921K	0.2%Prev: 0.2%	1,344 SH	Decreased-43 SH
ISHARES TR	EAFE VALUE ETF	$32.5M	5.6%Prev: 5.2%	454,996 SH	Increased+32,916 SH
ISHARES TR	MSCI ACWI EX US	$503K	0.1%Prev: 0.1%	7,500 SH	Increased
ISHARES TR	MSCI EAFE ETF	$877K	0.2%Prev: 0.2%	9,138 SH	Increased+1 SH
ISHARES TR	MSCI INTL VLU FT	$227K	0.0%Prev: 0.0%	5,970 SH	Increased
ISHARES TR	RUS 2000 GRW ETF	$670K	0.1%Prev: 0.1%	2,075 SH	Increased
ISHARES TR	RUS MID CAP ETF	$3.4M	0.6%Prev: 0.6%	35,515 SH	Decreased
ISHARES TR	RUSSELL 2000 ETF	$1.0M	0.2%Prev: 0.2%	4,129 SH	Increased
ISHARES TR	US HOME CONS ETF	$158K	0.0%Prev: 0.0%	1,644 SH	Decreased
JOHNSON & JOHNSON	COM	$851K	0.1%Prev: 0.1%	4,114 SH	Increased-49 SH
JPMORGAN CHASE & CO.	COM	$1.7M	0.3%Prev: 0.3%	5,344 SH	Increased+246 SH
KNIFE RIVER CORP	COMMON STOCK	$164K	0.0%Prev: 0.0%	2,337 SH	Decreased
KROGER CO	COM	$5.0M	0.9%Prev: 0.9%	79,388 SH	Decreased+1,903 SH
LIBERTY GLOBAL LTD	COM CL C	$9.2M	1.6%Prev: 1.8%	830,112 SH	Decreased+11,144 SH
LIBERTY MEDIA CORP DEL	COM LBTY ONE S A	$13.2M	2.3%Prev: 2.5%	147,490 SH	Decreased+2,771 SH
LINEAGE CELL THERAPEUTICS IN	COM	$25K	0.0%Prev: 0.0%	15,000 SH	Decreased
LOCKHEED MARTIN CORP	COM	$267K	0.0%Prev: 0.1%	552 SH	Decreased-8 SH
LOWES COS INC	COM	$242K	0.0%Prev: 0.0%	1,005 SH	Decreased+1 SH
LPL FINL HLDGS INC	COM	$176K	0.0%Prev: 0.0%	493 SH	Increased
MARATHON PETE CORP	COM	$515K	0.1%Prev: 0.1%	3,168 SH	Decreased
MARKEL GROUP INC	COM	$512K	0.1%Prev: 0.1%	238 SH	Increased-11 SH
MASTERCARD INCORPORATED	CL A	$448K	0.1%Prev: 0.1%	785 SH	Increased+29 SH
MCDONALDS CORP	COM	$1.1M	0.2%Prev: 0.2%	3,478 SH	Increased+65 SH
MDU RES GROUP INC	COM	$213K	0.0%Prev: 0.0%	10,930 SH	Increased+49 SH
MERCK & CO INC	COM	$1.3M	0.2%Prev: 0.2%	11,901 SH	Increased+35 SH
MICRON TECHNOLOGY INC	COM	$213K	0.0%	747 SH	New
MICROSOFT CORP	COM	$11.4M	2.0%Prev: 2.3%	23,658 SH	Decreased-464 SH
MONDELEZ INTL INC	CL A	$91K	0.0%Prev: 0.0%	1,696 SH	Decreased
MONSTER BEVERAGE CORP NEW	COM	$258K	0.0%Prev: 0.0%	3,360 SH	Increased
NEW GOLD INC CDA	COM	$131K	0.0%Prev: 0.0%	15,000 SH	Increased
NEWMONT CORP	COM	$363K	0.1%Prev: 0.1%	3,638 SH	Increased+9 SH
NEXTERA ENERGY INC	COM	$248K	0.0%Prev: 0.0%	3,091 SH	Increased-3 SH
NIKE INC	CL B	$128K	0.0%Prev: 0.0%	2,002 SH	Decreased
NORTHROP GRUMMAN CORP	COM	$246K	0.0%Prev: 0.0%	431 SH	Decreased-18 SH
NVIDIA CORPORATION	COM	$5.1M	0.9%Prev: 0.2%	27,106 SH	Increased+20,533 SH
NVR INC	COM	$4.7M	0.8%Prev: 0.9%	640 SH	Decreased+34 SH
OCCIDENTAL PETE CORP	*W EXP 08/03/202	$200K	0.0%	10,400 SH	New
OCCIDENTAL PETE CORP	COM	$6.0M	1.0%Prev: 1.1%	145,660 SH	Decreased+12,352 SH
ORACLE CORP	COM	$1.0M	0.2%Prev: 0.2%	5,142 SH	Increased+2,130 SH
PATHWARD FINANCIAL INC	COM	$14.4M	2.5%Prev: 2.6%	202,782 SH	Decreased+5,551 SH
PEPSICO INC	COM	$686K	0.1%Prev: 0.1%	4,780 SH	Decreased-661 SH
PHILIP MORRIS INTL INC	COM	$745K	0.1%Prev: 0.1%	4,644 SH	Decreased+10 SH
PROCTER AND GAMBLE CO	COM	$396K	0.1%Prev: 0.1%	2,760 SH	Decreased-108 SH
QUALCOMM INC	COM	$106K	0.0%Prev: 0.0%	622 SH	Decreased-71 SH
RTX CORPORATION	COM	$414K	0.1%Prev: 0.1%	2,259 SH	Increased+4 SH
S&P GLOBAL INC	COM	$514K	0.1%Prev: 0.1%	983 SH	Increased
SALESFORCE INC	COM	$228K	0.0%Prev: 0.0%	860 SH	Decreased-101 SH
SCHWAB CHARLES CORP	COM	$16.0M	2.8%Prev: 2.7%	160,304 SH	Increased+931 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL EMER	$19.4M	3.3%Prev: 3.2%	536,745 SH	Increased+47,007 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$333K	0.1%Prev: 0.1%	7,367 SH	Increased+78 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$15.8M	2.7%Prev: 2.6%	657,812 SH	Increased+58,729 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$13.9M	2.4%Prev: 3.0%	531,780 SH	Decreased-107,827 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$3.4M	0.6%Prev: 0.6%	104,946 SH	Increased-127 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$2.3M	0.4%Prev: 0.4%	78,257 SH	Increased+2,723 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$2.1M	0.4%Prev: 0.4%	78,465 SH	Decreased-6,734 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$181K	0.0%Prev: 0.0%	6,352 SH	Increased-108 SH
SELECT SECTOR SPDR TR	STATE STREET FIN	$666K	0.1%	12,154 SH	New
SERVICENOW INC	COM	$636K	0.1%Prev: 0.1%	4,150 SH	Decreased+3,320 SH
SHELL PLC	SPON ADS	$173K	0.0%Prev: 0.0%	2,361 SH	Decreased-65 SH
SPDR GOLD TR	GOLD SHS	$244K	0.0%Prev: 0.0%	616 SH	Increased+1 SH
SPDR S&P 500 ETF TR	TR UNIT	$533K	0.1%Prev: 0.1%	781 SH	Increased+170 SH
SPDR SERIES TRUST	STATE STREET SPD	$893K	0.2%	19,062 SH	New
STARBUCKS CORP	COM	$94K	0.0%Prev: 0.0%	1,114 SH	Decreased
STELLANTIS N.V	SHS	$3.5M	0.6%Prev: 0.5%	318,734 SH	Increased+5,439 SH
SYSCO CORP	COM	$156K	0.0%Prev: 0.0%	2,118 SH	Decreased-25 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$1.1M	0.2%Prev: 0.2%	3,717 SH	Increased-32 SH
TARGET CORP	COM	$417K	0.1%Prev: 0.1%	4,269 SH	Increased
TESLA INC	COM	$559K	0.1%	1,244 SH	New
TEXAS INSTRS INC	COM	$146K	0.0%Prev: 0.0%	844 SH	Decreased
TRAVELERS COMPANIES INC	COM	$264K	0.0%Prev: 0.0%	910 SH	Increased
UNION PAC CORP	COM	$338K	0.1%Prev: 0.1%	1,461 SH	Increased+141 SH
UNITED PARCEL SERVICE INC	CL B	$643K	0.1%Prev: 0.0%	6,482 SH	Increased+4,078 SH
UNITED RENTALS INC	COM	$553K	0.1%Prev: 0.1%	683 SH	Decreased
UNITEDHEALTH GROUP INC	COM	$3.5M	0.6%Prev: 0.7%	10,699 SH	Decreased+150 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$261K	0.0%Prev: 0.0%	3,310 SH	Increased
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$136K	0.0%Prev: 0.0%	1,841 SH	Increased+153 SH
VANGUARD INDEX FDS	GROWTH ETF	$924K	0.2%	1,894 SH	New
VANGUARD INDEX FDS	MID CAP ETF	$372K	0.1%	1,281 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$592K	0.1%Prev: 0.1%	943 SH	Increased
VANGUARD INDEX FDS	SM CP VAL ETF	$7.8M	1.3%Prev: 1.3%	36,597 SH	Increased+2,593 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$788K	0.1%Prev: 0.1%	2,350 SH	Increased
VANGUARD INDEX FDS	VALUE ETF	$977K	0.2%	5,116 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1.5M	0.3%Prev: 0.3%	27,983 SH	Decreased+340 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$792K	0.1%Prev: 0.1%	12,676 SH	Increased+179 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$531K	0.1%Prev: 0.1%	3,700 SH	Increased
VANGUARD WORLD FD	ENERGY ETF	$7.3M	1.3%Prev: 1.2%	57,807 SH	Increased+4,777 SH
VISA INC	COM CL A	$1.4M	0.2%Prev: 0.2%	4,018 SH	Increased+65 SH
VISTRA CORP	COM	$909K	0.2%Prev: 0.2%	5,633 SH	Decreased
VITESSE ENERGY INC	COMMON STOCK	$137K	0.0%Prev: 0.0%	7,139 SH	Decreased-2,171 SH
WALMART INC	COM	$2.7M	0.5%Prev: 0.4%	24,029 SH	Increased+591 SH
WERNER ENTERPRISES INC	COM	$148K	0.0%Prev: 0.0%	4,919 SH	Decreased-1,285 SH
WISDOMTREE TR	EMER MKT HIGH FD	$303K	0.1%Prev: 0.0%	6,495 SH	Increased+590 SH

Sold (vs prior filing)

SELECT SECTOR SPDR TR — $652K
SPDR SERIES TRUST — $1.0M
SUMMIT HOTEL PPTYS INC — $68K
VANGUARD MUN BD FDS — $400K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 10, 2026	Q4 2025	13F-HR	0001420506-26-000263	$578.9M	View
Nov 13, 2025	Q3 2025	13F-HR	0001420506-25-003199	$550.6M	View
Jul 29, 2026	Q2 2026