42 assets, filed Aug 12, 2026 (FD Original).
AKRE
Akre Focus ETF · Exchange-traded fund · RBC Roth IRA SP
$1,001 - $15,000
AKRE
Akre Focus ETF · Exchange-traded fund · Roth IRA
$15,001 - $50,000
UHALB
Amerco - Series N Non-Voting · Stock (public) · RBC Roth IRA SP
$15,001 - $50,000
BRK.B
Berkshire Hathaway Inc. New · Stock (public) · RBC Roth IRA SP
$1,001 - $15,000
BRK.B
Berkshire Hathaway Inc. New · Stock (public) · Roth IRA
$1,001 - $15,000
BRK.B
Berkshire Hathaway Inc. New Common Stock · Stock (public) · Unif Transfer to Minor 1 DC
$1,001 - $15,000
BRK.B
Berkshire Hathaway Inc. New Common Stock · Stock (public) · Unif Transfer to Minor 2 DC
$1,001 - $15,000
BRK.B
Berkshire Hathaway Inc. New Common Stock · Stock (public) · Unif Transfer to Minor 3 DC
$1,001 - $15,000
CASH ACCOUNT
Bank/brokerage account · Roth IRA
$1,001 - $15,000
Charles Schwab Cash Account
Bank/brokerage account
$1,001 - $15,000
Code of the West Coffee LLC
Other liability
$100,001 - $250,000
DC Rental Property
Real property
$250,001 - $500,000
Double Eagle V
Other liability
$250,000
EPD
Enterprise Products Partners L.P. · Stock (public) · Roth IRA
$15,001 - $50,000
FNF
FNF Group of Fidelity National Financial, Inc. · Stock (public) · RBC Roth IRA SP
$1,001 - $15,000
FNF
FNF Group of Fidelity National Financial, Inc. · Stock (public) · Roth IRA
$1,001 - $15,000
SGIIX
First Eagle Global Fund Class I · Mutual fund · RBC Roth IRA SP
$1,001 - $15,000
SGIIX
First Eagle Global Fund Class I · Mutual fund · Roth IRA
$1,001 - $15,000
Gentry Creek Energy LLC
Other liability
$50,001 - $100,000
INFL
Horizon Kinetics Inflation Beneficiaries ETF · Exchange-traded fund · Roth IRA
$1,001 - $15,000
ICE
Intercontinental Exchange Inc. · Stock (public) · RBC Roth IRA SP
$1,001 - $15,000
ICE
Intercontinental Exchange Inc. · Stock (public) · Roth IRA
$1,001 - $15,000
LBRDK
Liberty Broadband Corporation - Class C · Stock (public) · RBC Roth IRA SP
$1,001 - $15,000
LBRDK
Liberty Broadband Corporation - Class C · Stock (public) · Roth IRA
$1,001 - $15,000
LLYVK
Liberty Live Holdings, Inc. - Series C Liberty Live Group Common Stock · Stock (public) · RBC Roth IRA SP
$1,001 - $15,000
PFLUGER HEREFORDS LLC
Other liability
$1,001 - $15,000
PMP Spirits LLC
Other liability
$50,001 - $100,000
PM
Philip Morris International Inc · Stock (public) · Roth IRA
$15,001 - $50,000
Silver Creek Rental
Real property
$250,001 - $500,000
SIRI
SiriusXM Holdings Inc. - Common Stock · Stock (public) · RBC Roth IRA SP
$1,001 - $15,000
SVFFX
Smead Value Fund - Class I1 · Mutual fund · RBC Roth IRA SP
$1,001 - $15,000
SVFFX
Smead Value Fund - Class I1 · Mutual fund · Roth IRA
$1,001 - $15,000
FUND
Sprott Focus Trust, Inc. - Closed End Fund · Mutual fund · RBC Roth IRA SP
$1,001 - $15,000
FUND
Sprott Focus Trust, Inc. - Closed End Fund · Mutual fund · Roth IRA
$1,001 - $15,000
StonePeak Remuda Investment Holdings LLC [OL] finalizing 2024 termination in 2025.
· RBC Roth IRA SP
$15,001 - $50,000
UNIVERSAL
Thrivent Financial Insurance · WU
$1,001 - $15,000
Trace
Other liability
$250,000
Tumbleweed V
Other liability · PMP Spirits LLC
None
USAA
Bank/brokerage account
$15,001 - $50,000
DIS
Walt Disney Company · Stock (public) · Roth IRA
$15,001 - $50,000
WBD
Warner Bros. Discovery, Inc. - Series A · Stock (public) · Unif Transfer to Minor 1 DC
$1,001 - $15,000
EEM
iShares MSCI Emerging Index Fund · Exchange-traded fund · Roth IRA
$1,001 - $15,000