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.
P/E Global LLC (CIK 1910344) reported $1.56B across 8 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VOO ($632.7M, 40.60%), IVV ($561.4M, 36.02%), ACWI ($218.4M, 14.01%), BNDX ($50.3M, 3.23%), AGG ($33.5M, 2.15%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $632.7M | 40.60% | 921,199 | Added |
| 2 | IVV | ISHARES TR | $561.4M | 36.02% | 749,698 | Added |
| 3 | ACWI | ISHARES TR | $218.4M | 14.01% | 1.4M | Trimmed |
| 4 | BNDX | VANGUARD CHARLOTTE FDS | $50.3M | 3.23% | 1.0M | Added |
| 5 | AGG | ISHARES TR | $33.5M | 2.15% | 338,206 | Added |
| 6 | URTH | ISHARES INC | $29.7M | 1.91% | 146,536 | New |
| 7 | IEFA | ISHARES TR | $16.3M | 1.05% | 168,838 | Added |
| 8 | VEA | VANGUARD TAX-MANAGED FDS | $16.3M | 1.04% | 228,184 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30