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Calder Financial

Latest statistics and disclosures from Calder Financial's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002106810

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Positions held by Calder Financial consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Calder Financial

Calder Financial holds 39 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	16.2	$17M	331k	49.84	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	15.0	$15M	24k	627.13	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	12.1	$12M	37k	335.27	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	10.2	$10M	176k	58.73	View chart
Vanguard Specialized Funds Div App Etf (VIG)	5.0	$5.1M	23k	219.78	View chart
Vanguard Index Fds Value Etf (VTV)	4.8	$4.9M	25k	190.99	View chart
Vanguard Index Fds Growth Etf (VUG)	4.5	$4.6M	9.4k	487.86	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	3.1	$3.2M	4.6k	681.89	View chart
Vanguard World Industrial Etf (VIS)	2.0	$2.0M	6.7k	298.38	View chart
Vanguard World Consum Stp Etf (VDC)	1.9	$1.9M	9.2k	211.23	View chart
Microsoft Corporation (MSFT)	1.9	$1.9M	4.0k	483.61	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	1.8	$1.8M	8.7k	209.13	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.6	$1.7M	22k	75.44	View chart
Vanguard Index Fds Large Cap Etf (VV)	1.6	$1.6M	5.1k	314.78	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	1.5	$1.6M	20k	77.88	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.5	$1.5M	6.0k	257.97	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.5	$1.5M	5.2k	290.24	View chart
Vanguard World Utilities Etf (VPU)	1.4	$1.5M	7.9k	185.04	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	1.4	$1.4M	29k	49.46	View chart
Ishares Tr Tips Bd Etf (TIP)	1.3	$1.3M	12k	109.91	View chart
Willis Towers Watson SHS (WTW)	1.0	$983k	3.0k	328.60	View chart
Vanguard World Inf Tech Etf (VGT)	0.9	$906k	1.2k	753.83	View chart
Verizon Communications (VZ)	0.8	$845k	21k	40.73	View chart
Spdr Gold Tr Gold Shs (GLD)	0.8	$807k	2.0k	396.31	View chart
NVIDIA Corporation (NVDA)	0.8	$803k	4.3k	186.49	View chart
Ametek (AME)	0.7	$687k	3.3k	205.33	View chart
Apple (AAPL)	0.6	$627k	2.3k	271.90	View chart
Vanguard World Financials Etf (VFH)	0.6	$607k	4.5k	133.50	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$483k	787.00	614.01	View chart
Vanguard World Mega Cap Index (MGC)	0.4	$458k	1.8k	251.16	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$420k	2.9k	143.50	View chart
Vanguard World Energy Etf (VDE)	0.4	$403k	3.2k	125.91	View chart
Vanguard World Materials Etf (VAW)	0.3	$317k	1.5k	207.55	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$293k	428.00	684.89	View chart
Honeywell International (HON)	0.3	$279k	1.4k	195.03	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$273k	3.3k	83.74	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$272k	1.3k	211.71	View chart
Vanguard World Health Car Etf (VHT)	0.2	$253k	879.00	287.78	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.2	$200k	417.00	480.41	View chart

Past Filings by Calder Financial

SEC 13F filings are viewable for Calder Financial going back to 2025

Calder Financial 2025 Q4 filed Jan. 23, 2026

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