Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Calder Financial LLC (CIK 2106810) reported $106.1M across 43 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VOO ($16.4M, 15.42%), VUSB ($16.0M, 15.05%), VTI ($13.3M, 12.54%), VGSH ($7.6M, 7.17%), VIG ($5.3M, 5.00%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $16.4M | 15.42% | 23,838 | Added |
| 2 | VUSB | VANGUARD BD INDEX FDS | $16.0M | 15.05% | 320,831 | Trimmed |
| 3 | VTI | VANGUARD INDEX FDS | $13.3M | 12.54% | 35,974 | Trimmed |
| 4 | VGSH | VANGUARD SCOTTSDALE FDS | $7.6M | 7.17% | 130,738 | Trimmed |
| 5 | VIG | VANGUARD SPECIALIZED FUNDS | $5.3M | 5.00% | 22,440 | Trimmed |
| 6 | VTV | VANGUARD INDEX FDS | $4.9M | 4.59% | 22,378 | Trimmed |
| 7 | VUG | VANGUARD INDEX FDS | $4.8M | 4.54% | 55,893 | Added |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | $3.5M | 3.26% | 4,635 | Trimmed |
| 9 | VIS | VANGUARD WORLD FD | $3.0M | 2.83% | 8,322 | Trimmed |
| 10 | BIV | VANGUARD BD INDEX FDS | $2.3M | 2.21% | 30,577 | Added |
| 11 | VXF | VANGUARD INDEX FDS | $2.2M | 2.04% | 8,774 | Added |
| 12 | VB | VANGUARD INDEX FDS | $1.8M | 1.73% | 6,057 | Trimmed |
| 13 | VDC | VANGUARD WORLD FD | $1.7M | 1.63% | 7,668 | Trimmed |
| 14 | VO | VANGUARD INDEX FDS | $1.7M | 1.62% | 21,367 | Added |
| 15 | VV | VANGUARD INDEX FDS | $1.7M | 1.59% | 4,896 | Trimmed |
| 16 | TIP | ISHARES TR | $1.6M | 1.53% | 14,795 | Added |
| 17 | VXUS | VANGUARD STAR FDS | $1.6M | 1.49% | 18,496 | Trimmed |
| 18 | VPU | VANGUARD WORLD FD | $1.5M | 1.46% | 7,899 | Trimmed |
| 19 | MSFT | MICROSOFT CORP | $1.5M | 1.38% | 3,922 | Trimmed |
| 20 | VTIP | VANGUARD MALVERN FDS | $1.4M | 1.36% | 28,792 | Added |
| 21 | MU | MICRON TECHNOLOGY INC | $1.3M | 1.24% | 1,139 | Added |
| 22 | VGT | VANGUARD WORLD FD | $1.1M | 1.04% | 9,235 | Added |
| 23 | VZ | VERIZON COMMUNICATIONS INC | $868,720 | 0.82% | 20,518 | Trimmed |
| 24 | WTW | WILLIS TOWERS WATSON PLC LTD | $781,758 | 0.74% | 2,991 | Hold |
| 25 | NVDA | NVIDIA CORPORATION | $742,825 | 0.70% | 3,712 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30