Sjbenen Advisory, LLC 13F Holdings · Q2 2026
Sjbenen Advisory, LLC reported 29 securities worth $176.48M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SPY (36.36%), ITOT (10.03%), VTI (9.97%). Among its top 25 positions this quarter: 3 new, 10 added, 6 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $64.2M | 36.36% | 86,012 | Added |
| 2 | ITOT | ISHARES TR | $17.7M | 10.03% | 107,979 | Added |
| 3 | VTI | VANGUARD INDEX FDS | $17.6M | 9.97% | 47,687 | Added |
| 4 | TLT | ISHARES TR | $16.6M | 9.42% | 193,200 | Added |
| 5 | IBIT | ISHARES BITCOIN TRUST ETF | $10.0M | 5.69% | 301,200 | Trimmed |
| 6 | COIN | COINBASE GLOBAL INC | $7.9M | 4.49% | 50,300 | Trimmed |
| 7 | AAPL | APPLE INC | $5.9M | 3.35% | 19,221 | Hold |
| 8 | TSLA | TESLA INC | $4.4M | 2.49% | 10,500 | Trimmed |
| 9 | PLTR | PALANTIR TECHNOLOGIES INC | $3.8M | 2.17% | 29,426 | Hold |
| 10 | LTPZ | PIMCO ETF TR | $3.3M | 1.89% | 66,474 | Added |
| 11 | JPM | JPMORGAN CHASE & CO | $3.2M | 1.82% | 9,700 | Hold |
| 12 | SCHB | SCHWAB STRATEGIC TR | $3.0M | 1.72% | 105,153 | Added |
| 13 | IXUS | ISHARES TR | $3.0M | 1.71% | 31,690 | Added |
| 14 | SGOV | ISHARES TR | $2.8M | 1.59% | 27,935 | Trimmed |
| 15 | VEU | VANGUARD INTL EQUITY INDEX F | $2.3M | 1.30% | 27,418 | Added |
| 16 | TIP | ISHARES TR | $1.7M | 0.95% | 15,400 | Hold |
| 17 | BRKB | BERKSHIRE HATHAWAY INC DEL | $1.6M | 0.89% | 3,137 | Trimmed |
| 18 | VOO | VANGUARD INDEX FDS | $1.3M | 0.75% | 1,940 | Added |
| 19 | TMV | DIREXION SHARES ETF TRUST | $1.2M | 0.67% | 32,000 | New |
| 20 | IVV | ISHARES TR | $974,691 | 0.55% | 1,302 | Added |
| 21 | WFC/PRL | WELLS FARGO & CO | $618,605 | 0.35% | 532 | New |
| 22 | GLD | SPDR GOLD TR | $552,570 | 0.31% | 1,500 | New |
| 23 | SCHW | SCHWAB CHARLES CORP | $544,936 | 0.31% | 5,800 | Hold |
| 24 | IWM | ISHARES TR | $420,630 | 0.24% | 1,400 | Hold |
| 25 | BAC-PL | BANK OF AMER CORP | $316,564 | 0.18% | 254 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR