Unconventional Investor, LLC
RIA/Wealth
Unconventional Investor, LLC is a RIA/Wealth led by Paul Pierson O'Leary, reporting $267.4M in AUM as of Q3 2025 with 79% ETF concentration, 88% concentrated in top 10 holdings, and 33% allocation to VTI.
Managing PartnerPaul Pierson O'Leary
- Portfolio Value
- $199.4M
- Positions
- 45
- Top Holding
- VTI at 33.21%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Unconventional Investor, LLC's portfolio (88.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $66.2M | 33.21% | -$803.0K Sold | — 201.8K shares | |
ETF ETF | $28.2M | 14.16% | +$723.8K Bought | — 46.1K shares | |
Insurance - Diversified Financial Services | $28.2M | 14.14% | +$231.3K Bought | 0.00% 56.1K shares | |
ETF ETF | $15.7M | 7.85% | +$6.6K Bought | — 82.7K shares | |
ETF ETF | $14.4M | 7.22% | +$555.4K Bought | — 240.2K shares | |
ETF ETF | $6.0M | 3.00% | +$3.8M Bought | — 101.6K shares | |
Insurance - Diversified Financial Services | $5.3M | 2.65% | +$5.3M Bought | 0.00% 7.0 shares | |
ETF ETF | $5.1M | 2.56% | +$142.3K Bought | — 55.8K shares | |
ETF ETF | $4.3M | 2.17% | -$48.6K Sold | — 59.0K shares | |
ETF ETF | $2.9M | 1.45% | — | — 36.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Unconventional Investor, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
+176.64% |
Decreased Positions
| Position | Shares Δ |
|---|---|
-2.66% | |
-2.47% | |
-1.3% | |
-1.2% | |
-1.11% |
Analytics
Portfolio insights and performance metrics for Unconventional Investor, LLC
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