Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

P/E Global LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

P/E Global LLC (CIK 1910344) reported $1.27B across 7 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($510.8M, 40.26%), IVV ($450.2M, 35.48%), ACWI ($200.2M, 15.78%), BNDX ($46.7M, 3.68%), AGG ($31.1M, 2.45%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1VOOVANGUARD INDEX FDS$510.8M40.26%854,860Trimmed
2IVVISHARES TR$450.2M35.48%689,234Trimmed
3ACWIISHARES TR$200.2M15.78%1.4MTrimmed
4BNDXVANGUARD CHARLOTTE FDS$46.7M3.68%971,692Trimmed
5AGGISHARES TR$31.1M2.45%312,957Trimmed
6IEFAISHARES TR$15.0M1.18%165,407New
7VEAVANGUARD TAX-MANAGED FDS$14.9M1.17%232,135New

Source: SEC Form 13F filings · as of 2026-03-31