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CIK: 0001813225
Total reported value
$176.5M
$176.5M
24 檔
45.5%
During the Q1 2026 filing period, Sjbenen Advisory, LLC (CIK: 0001813225) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $176.5M across 24 reported positions.
In Q1 2026, Sjbenen Advisory, LLC adopted a defensive or profit-taking posture, trimming 13 positions and completely liquidating 5 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including SPY, IBIT, COIN) accounted for 45.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
VOO
市值: $1.1M
Top Position Liquidated / Trimmed
SDS
前期市值: $2.5M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 34.00% | +2.36% | -32.35% | |
| 2 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 9.16% | -3.47% | -3.75% | |
| 3 | COIN | Coinbase Global Inc -class A | Stock-Financials | 8.29% | -3.80% | -5.01% | |
| 4 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 8.18% | +1.24% | +20.14% | |
| 5 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 7.31% | +2.72% | -43.61% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.58% | +3.39% | -48.99% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 4.07% | -0.72% | -0.18% | |
| 8 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 3.59% | -1.42% | — | |
| 9 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 2.97% | -1.38% | -18.20% | |
| 10 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.51% | -0.02% | — | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.38% | -0.56% | +6.38% | |
| 12 | LTPZ | Pimco 15+ Yr US Tips Indx | ETF-Other | 2.09% | -0.20% | -38.38% | |
| 13 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.68% | +0.03% | -27.07% | |
| 14 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.60% | +0.12% | -27.31% | |
| 15 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.47% | -0.17% | -14.71% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.29% | -0.40% | +191.10% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.95% | -0.20% | — | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.63% | -0.08% | -10.98% | |
| 19 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.45% | -0.14% | — | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.29% | -0.05% | -70.21% | |
| 21 | BAC 7.25 PERP LBond | Bank Of America CORP | Bond | 0.26% | -0.08% | — | |
| 22 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.17% | +0.01% | — | |
| 23 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.04% | +0.91% | +175.00% | |
| 24 | NRXP | Nrx Pharmaceuticals Inc | Stock-Other | 0.03% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +22% | -32.35% | Trim |
| 2 | TLT | Ishares 20+ Year Treasury Bd | +5.1% | +20.14% | Add |
| 3 | SGOV | Ishares 0-3 Month Treasury B | +2.6% | -18.20% | Trim |
| 4 | VEU | Vanguard Ftse All-world Ex-u | +1.2% | -14.71% | Trim |
| 5 | TSLA | Tesla Inc | +1% | — | Unchanged |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | +0.8% | +191.10% | Add |
| 7 | NRXP | Nrx Pharmaceuticals Inc | 0% | — | Unchanged |
| 8 | BAC 7.25 PERP LBond | Bank Of America CORP | -0.1% | — | Unchanged |
| 9 | IVV | Ishares Core S&p 500 ETF | -0.2% | -10.98% | Trim |
| 10 | JPM | Jpmorgan Chase & Co | -0.4% | +6.38% | Add |
| 11 | TIP | Ishares Tips Bond ETF | -0.5% | +175.00% | Add |
| 12 | VTI | Vanguard Total Stock Mkt ETF | -0.6% | -48.99% | Trim |
| 13 | IWM | Ishares Russell 2000 ETF | -0.8% | -70.21% | Trim |
| 14 | AAPL | Apple Inc | -0.8% | -0.18% | Trim |
| 15 | IXUS | Ishares Core Intl Stock ETF | -0.8% | -27.07% | Trim |
| 16 | SCHB | Schwab US Broad Market ETF | -1% | -27.31% | Trim |
| 17 | PLTR | Palantir Technologies Inc-a | -1.3% | — | Unchanged |
| 18 | LTPZ | Pimco 15+ Yr US Tips Indx | -1.8% | -38.38% | Trim |
| 19 | COIN | Coinbase Global Inc -class A | -4.4% | -5.01% | Trim |
| 20 | ITOT | Ishares Core S&p Total U.s. | -7.8% | -43.61% | Trim |
| 21 | IBIT | Ishares Bitcoin Trust ETF | -8.4% | -3.75% | Trim |
| 22 | SDS | Proshares Ultrashort S&p500 | — | EXIT | Sold out |
| 23 | IEF | Ishares 7-10 Year Treasury B | — | EXIT | Sold out |
| 24 | SRS | Proshares Ultrashort Re | — | EXIT | Sold out |
| 25 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 26 | SCHW | Schwab (charles) CORP | — | NEW | New buy |
| 27 | DIA | Ss Spdr Dow Jones Indus Avg | — | EXIT | Sold out |
| 28 | WFC 7.5 PERP LBond | Wells Fargo & Company | — | EXIT | Sold out |
| 29 | VNQ | Vanguard Real Estate ETF | — | NEW | New buy |
According to official SEC Form 13F filings, Sjbenen Advisory, LLC reported a total U.S. public equity portfolio value of $176.5M across 24 disclosed positions in Q1 2026.
During Q1 2026, Sjbenen Advisory, LLC's top holdings by market value included SPY (34.0%)、IBIT (9.2%)、COIN (8.3%). The largest single position, SPY, represented 34.0% of total portfolio value.
In Q1 2026, Sjbenen Advisory, LLC made 25 total portfolio adjustments, initiating 3 new buys, adding to 4 positions, trimming 13 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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