P/E Global LLC

Concentrated strategyContrarianQuality / disciplined sizing

Total reported value

$1.3B

Reporting period: 2026-03-31 · Number of holdings: 7

P/E Global LLC disclosed 7 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $1.3B and a quarterly turnover rate of 13.4%.

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Personality snowflake

Concentration: 100
Portfolio Stability: 13.44
Momentum/Contrarian: 0
Sector conviction: 0
Diversification: 14
Sizing Uniformity: 88.14

Recent moves

Trim ACWI
-18.1%　-$49.7M
Add IVV
-1.5%　-$28.8M
Trim BNDX
-23.8%　-$14.9M
Trim AGG
-25.6%　-$10.9M
Add VOO
-3.4%　-$44.3M
New buy IEFA

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	40.26%	+0.25%	-3.43%
2	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	35.48%	+0.96%	-1.46%
3	ACWI	Ishares Msci Acwi ETF	ETF-Other	15.78%	-2.22%	-18.07%
4	BNDX	Vanguard Total Intl Bond ETF	ETF-Other	3.68%	-0.76%	-23.78%
5	AGG	Ishares Core U.s. Aggregate	ETF-Other	2.45%	-0.58%	-25.57%
6	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	1.18%	+1.18%	NEW
7	VEA	Vanguard Ftse Developed ETF	ETF-Other	1.17%	+1.17%	NEW

Reported value over time

Sector allocation

Not enough sector-mapped data yet

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	7	$1.3B	13	1VOO 2IVV 3ACWI Top holdings2026-03-31 1.VOO 2.IVV 3.ACWI 4.BNDX 5.AGG 6.IEFA 7.VEA
2025-12-31	5	$1.4B	100	1VOO 2IVV 3ACWI Top holdings2025-12-31 1.VOO 2.IVV 3.ACWI 4.BNDX 5.AGG
2025-09-30	4	$500.0M	12	1ACWI 2BNDX 3VOO Top holdings2025-09-30 1.ACWI 2.BNDX 3.VOO 4.AGG
2025-06-30	4	$481.0M	0	1ACWI 2BNDX 3VOO Top holdings2025-06-30 1.ACWI 2.BNDX 3.VOO 4.AGG
2025-03-31	4	$441.8M	0	1ACWI 2BNDX 3VOO Top holdings2025-03-31 1.ACWI 2.BNDX 3.VOO 4.AGG
2024-12-31	5	$444.4M	0	1ACWI 2BNDX 3VOO Top holdings2024-12-31 1.ACWI 2.BNDX 3.VOO 4.AGG 5.VEA
2024-09-30	3	$361.4M	0	1ACWI 2BNDX 3AGG Top holdings2024-09-30 1.ACWI 2.BNDX 3.AGG
2024-06-30	3	$368.1M	0	1ACWI 2BNDX 3AGG Top holdings2024-06-30 1.ACWI 2.BNDX 3.AGG
2024-03-31	3	$374.5M	0	1ACWI 2BNDX 3AGG Top holdings2024-03-31 1.ACWI 2.BNDX 3.AGG
2023-12-31	1	$669.5M	0	1AGG Top holdings2023-12-31 1.AGG
2023-09-30	1	$358.1M	0	1AGG Top holdings2023-09-30 1.AGG
2023-06-30	1	$367.9M	0	1AGG Top holdings2023-06-30 1.AGG
2023-03-31	1	$370.4M	0	1AGG Top holdings2023-03-31 1.AGG
2022-12-31	1	$355.9M	0	1AGG Top holdings2022-12-31 1.AGG
2022-09-30	1	$353.7M	0	1AGG Top holdings2022-09-30 1.AGG
2022-06-30	1	$360.0M	0	1AGG Top holdings2022-06-30 1.AGG
2022-03-31	1	$277.1M	0	1AGG Top holdings2022-03-31 1.AGG

Holding changes this quarter

P/E Global LLC's most significant position changes for 2026-03-31: New buy: Ishares Core Msci Eafe ETF (IEFA); New buy: Vanguard Ftse Developed ETF (VEA); Trim: Ishares Msci Acwi ETF (ACWI) — shares -18.07%; Trim: Ishares Core S&p 500 ETF (IVV) — shares -1.46%; Trim: Vanguard Total Intl Bond ETF (BNDX) — shares -23.78%.

Position changes disclosed by P/E Global LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	IVV	Ishares Core S&p 500 ETF	+1%	-1.46%	Trim
2	VOO	Vanguard S&p 500 ETF	+0.3%	-3.43%	Trim
3	AGG	Ishares Core U.s. Aggregate	-0.6%	-25.57%	Trim
4	BNDX	Vanguard Total Intl Bond ETF	-0.8%	-23.78%	Trim
5	ACWI	Ishares Msci Acwi ETF	-2.2%	-18.07%	Trim
6	IEFA	Ishares Core Msci Eafe ETF	—	NEW	New buy
7	VEA	Vanguard Ftse Developed ETF	—	NEW	New buy

FAQ

What is P/E Global LLC and what type of investor is it?

P/E Global LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $1.3B, spread across 7 disclosed positions.

What are P/E Global LLC's largest equity positions?

Based on the latest 13F filing, P/E Global LLC's top holdings by market value are: 1. Vanguard S&p 500 ETF (VOO) — $510.8M (40.3%) 2. Ishares Core S&p 500 ETF (IVV) — $450.2M (35.5%) 3. Ishares Msci Acwi ETF (ACWI) — $200.2M (15.8%) 4. Vanguard Total Intl Bond ETF (BNDX) — $46.7M (3.7%) 5. Ishares Core U.s. Aggregate (AGG) — $31.1M (2.5%)

What changes did P/E Global LLC make in its most recent portfolio filing?

In the latest reported quarter, P/E Global LLC made 7 notable position adjustments: 2 new positions were initiated, 0 existing holdings were added to, 5 positions were partially reduced, and 0 were completely exited. The largest of these moves: New buy: Ishares Core Msci Eafe ETF (IEFA); New buy: Vanguard Ftse Developed ETF (VEA); Trim: Ishares Msci Acwi ETF (ACWI) — shares -18.07%; Trim: Ishares Core S&p 500 ETF (IVV) — shares -1.46%; Trim: Vanguard Total Intl Bond ETF (BNDX) — shares -23.78%

What sectors does P/E Global LLC focus on?

Sector breakdown data is not yet available for P/E Global LLC. Check back after the next 13F processing cycle.