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Calder Financial

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

Top 5 stock holdings are VOO, VUSB, VTI, VGSH, VIG, and represent 55.18% of Calder Financial's stock portfolio.
Added to shares of these 10 stocks: VUG, VO, VGT, BIV, VGHY, MU, VCIT, TIP, SOXX, HACK.
Started 5 new stock positions in CWB, HACK, VGHY, SOXX, AOA.
Reduced shares in these 10 stocks: VGSH, VTV, VUSB, SPY, VXUS, Honeywell International, VDC, VIS, VB, VIG.
Sold out of its positions in ACCO, Honeywell International.
Calder Financial was a net buyer of stock by $3.1M.
Calder Financial has $106M in assets under management (AUM), dropping by 5.38%.
Central Index Key (CIK): 0002106810

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Portfolio Holdings for Calder Financial

Calder Financial holds 43 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	15.4	$16M		24k	686.82	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	15.0	$16M	-2%	321k	49.78	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	12.5	$13M		36k	370.04	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	7.2	$7.6M	-31%	131k	58.20	View chart
Vanguard Specialized Funds Div App Etf (VIG)	5.0	$5.3M	-2%	22k	236.62	View chart
Vanguard Index Fds Value Etf (VTV)	4.6	$4.9M	-9%	22k	217.93	View chart
Vanguard Index Fds Growth Etf (VUG)	4.5	$4.8M	+502%	56k	86.14	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	3.3	$3.5M	-11%	4.6k	746.73	View chart
Vanguard World Industrial Etf (VIS)	2.8	$3.0M	-6%	8.3k	360.38	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	2.2	$2.3M	+64%	31k	76.70	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	2.0	$2.2M		8.8k	246.20	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.7	$1.8M	-9%	6.1k	303.10	View chart
Vanguard World Consum Stp Etf (VDC)	1.6	$1.7M	-11%	7.7k	225.50	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.6	$1.7M	+311%	21k	80.57	View chart
Vanguard Index Fds Large Cap Etf (VV)	1.6	$1.7M		4.9k	343.89	View chart
Ishares Tr Tips Bd Etf (TIP)	1.5	$1.6M	+24%	15k	109.43	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.5	$1.6M	-17%	19k	85.49	View chart
Vanguard World Utilities Etf (VPU)	1.5	$1.5M	-3%	7.9k	195.74	View chart
Microsoft Corporation (MSFT)	1.4	$1.5M		3.9k	373.02	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	1.4	$1.4M	+3%	29k	50.23	View chart
Micron Technology (MU)	1.2	$1.3M	+38%	1.1k	1154.61	View chart
Vanguard World Inf Tech Etf (VGT)	1.0	$1.1M	+793%	9.2k	119.52	View chart
Verizon Communications (VZ)	0.8	$869k		21k	42.34	View chart
Willis Towers Watson SHS (WTW)	0.7	$782k		3.0k	261.37	View chart
NVIDIA Corporation (NVDA)	0.7	$743k	-2%	3.7k	200.11	View chart
Spdr Gold Tr Gold Shs (GLD)	0.7	$728k		2.0k	368.38	View chart
Ametek (AME)	0.7	$718k	-7%	3.0k	241.92	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$585k	+5%	795.00	735.95	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.5	$557k	+141%	6.7k	82.65	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.5	$549k		3.5k	158.04	View chart
Vanguard World Financials Etf (VFH)	0.5	$539k	-6%	4.1k	131.60	View chart
Apple (AAPL)	0.5	$534k	+3%	1.8k	289.34	View chart
Vanguard Fixed Income Secs F High-yield Actv (VGHY)	0.5	$484k	NEW	6.5k	74.85	View chart
Vanguard World Materials Etf (VAW)	0.5	$484k	+3%	2.1k	228.75	View chart
Vanguard World Energy Etf (VDE)	0.4	$382k	-15%	2.5k	150.14	View chart
Ishares Tr Us Infrastruc (IFRA)	0.3	$336k		5.3k	63.04	View chart
Vanguard World Health Car Etf (VHT)	0.2	$264k		883.00	298.94	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$234k	NEW	365.00	641.04	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.2	$227k	NEW	2.2k	104.94	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$222k	-24%	296.00	749.95	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.2	$219k	-2%	419.00	523.00	View chart
Ishares Tr Core 80 20 Etf (AOA)	0.2	$218k	NEW	2.2k	97.59	View chart
Spdr Series Trust St Str Conv Etf (CWB)	0.2	$200k	NEW	1.9k	107.84	View chart

Past Filings by Calder Financial

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

Calder Financial 2026 Q2 filed July 7, 2026
Calder Financial 2026 Q1 filed April 7, 2026
Calder Financial 2025 Q4 filed Jan. 23, 2026

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