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CIK: 0001813225
Total reported value
$165.0M
$165.0M
31 檔
76.4%
In Q2 2026, Sjbenen Advisory, LLC's U.S. equity holdings reached a combined market value of $165.0M, distributed across 31 disclosed stock positions.
In Q2 2026, Sjbenen Advisory, LLC displayed an active expansion posture, initiating 7 new positions and adding to 11 existing holdings, outstripping position reductions.
| # | 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 | 36.36% | -1.50% | +37.29% | |
| 2 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 10.03% | +1.82% | +75.63% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 9.97% | +1.09% | +94.15% | |
| 4 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 9.42% | -8.25% | +56.44% | |
| 5 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 5.69% | +3.04% | -17.43% | |
| 6 | COIN | Coinbase Global Inc -class A | Stock-Financials | 4.49% | +1.17% | -11.60% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.35% | +0.54% | — | |
| 8 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.49% | -0.22% | -0.94% | |
| 9 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 2.17% | +1.19% | — | |
| 10 | LTPZ | Pimco 15+ Yr US Tips Indx | ETF-Other | 1.89% | +0.32% | +35.38% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.82% | +0.47% | — | |
| 12 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.72% | +0.16% | +37.58% | |
| 13 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.71% | +0.49% | +36.68% | |
| 14 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.59% | +0.39% | -20.88% | |
| 15 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.30% | -0.02% | +16.71% | |
| 16 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.95% | -0.95% | EXIT | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.89% | +0.07% | -3.09% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.75% | +0.07% | +2.11% | |
| 19 | TMV | Dir Da 20+yr Tre Be 3x Etf-u | ETF-Other | 0.67% | -0.30% | — | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.55% | +0.19% | +12.34% | |
| 21 | WFC 7.5 PERP LBond | Wells Fargo & Company | Bond | 0.35% | -0.21% | — | |
| 22 | GLD | Spdr Gold Shares | ETF-Commodities | 0.31% | +0.43% | — | |
| 23 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.31% | +0.03% | — | |
| 24 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.24% | -0.24% | EXIT | |
| 25 | BAC 7.25 PERP LBond | Bank Of America CORP | Bond | 0.18% | -0.18% | EXIT | |
| 26 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.18% | — | — | |
| 27 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.18% | -0.18% | EXIT | |
| 28 | CSCO | Cisco Systems Inc | Stock-Tech | 0.14% | +0.01% | — | |
| 29 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.13% | +0.01% | — | |
| 30 | VIS | Vanguard Industrials ETF | ETF-Other | 0.13% | — | — | |
| 31 | NRXP | Nrx Pharmaceuticals Inc | Stock-Other | 0.03% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | +3.4% | +94.15% | Add |
| 2 | ITOT | Ishares Core S&p Total U.s. | +2.7% | +75.63% | Add |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | +2.4% | +37.29% | Add |
| 4 | TLT | Ishares 20+ Year Treasury Bd | +1.2% | +56.44% | Add |
| 5 | TIP | Ishares Tips Bond ETF | +0.9% | — | Unchanged |
| 6 | TMV | Dir Da 20+yr Tre Be 3x Etf-u | +0.7% | NEW | New buy |
| 7 | WFC 7.5 PERP LBond | Wells Fargo & Company | +0.4% | NEW | New buy |
| 8 | GLD | Spdr Gold Shares | +0.3% | NEW | New buy |
| 9 | DIA | Ss Spdr Dow Jones Indus Avg | +0.2% | NEW | New buy |
| 10 | CSCO | Cisco Systems Inc | +0.1% | NEW | New buy |
| 11 | VBK | Vanguard Small-cap Grwth ETF | +0.1% | NEW | New buy |
| 12 | VIS | Vanguard Industrials ETF | +0.1% | NEW | New buy |
| 13 | SCHB | Schwab US Broad Market ETF | +0.1% | +37.58% | Add |
| 14 | IXUS | Ishares Core Intl Stock ETF | 0% | +36.68% | Add |
| 15 | VNQ | Vanguard Real Estate ETF | 0% | +39.13% | Add |
| 16 | NRXP | Nrx Pharmaceuticals Inc | — | — | Unchanged |
| 17 | TSLA | Tesla Inc | 0% | -0.94% | Trim |
| 18 | IWM | Ishares Russell 2000 ETF | -0.1% | — | Unchanged |
| 19 | IVV | Ishares Core S&p 500 ETF | -0.1% | +12.34% | Add |
| 20 | BAC 7.25 PERP LBond | Bank Of America CORP | -0.1% | -3.79% | Trim |
| 21 | SCHW | Schwab (charles) CORP | -0.1% | — | Unchanged |
| 22 | VEU | Vanguard Ftse All-world Ex-u | -0.2% | +16.71% | Add |
| 23 | LTPZ | Pimco 15+ Yr US Tips Indx | -0.2% | +35.38% | Add |
| 24 | VOO | Vanguard S&p 500 ETF | -0.2% | +2.11% | Add |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | -0.4% | -3.09% | Trim |
| 26 | JPM | Jpmorgan Chase & Co | -0.6% | — | Unchanged |
| 27 | AAPL | Apple Inc | -0.7% | — | Unchanged |
| 28 | SGOV | Ishares 0-3 Month Treasury B | -1.4% | -20.88% | Trim |
| 29 | PLTR | Palantir Technologies Inc-a | -1.4% | — | Unchanged |
| 30 | IBIT | Ishares Bitcoin Trust ETF | -3.5% | -17.43% | Trim |
| 31 | COIN | Coinbase Global Inc -class A | -3.8% | -11.60% | Trim |
According to official SEC Form 13F filings, Sjbenen Advisory, LLC reported a total U.S. public equity portfolio value of $165.0M across 31 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including SPY, ITOT, VTI) accounted for 76.4% of total reported equity market value during Q2 2026.
Top New Position Initiated
TMV
市值: $1.2M
Top Position Liquidated / Trimmed
IBIT
前期市值: $11.0M
During Q2 2026, Sjbenen Advisory, LLC's top holdings by market value included SPY (36.4%)、ITOT (10.0%)、VTI (10.0%). The largest single position, SPY, represented 36.4% of total portfolio value.
In Q2 2026, Sjbenen Advisory, LLC made 24 total portfolio adjustments, initiating 7 new buys, adding to 11 positions, trimming 6 holdings, and fully liquidating 0 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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