P/E Global
Latest statistics and disclosures from P/E Global's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ACWI, BNDX, VOO, AGG, and represent 100.00% of P/E Global's stock portfolio.
- Added to shares of these 3 stocks: BNDX, AGG, VOO.
- Reduced shares in these 1 stock: ACWI (-$13M).
- P/E Global was a net seller of stock by $-8.2M.
- P/E Global has $500M in assets under management (AUM), dropping by 3.97%.
- Central Index Key (CIK): 0001910344
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Portfolio Holdings for P/E Global
P/E Global holds 4 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Msci Acwi Etf (ACWI) | 58.6 | $293M | -4% | 2.1M | 138.24 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 15.7 | $78M | +4% | 1.6M | 49.46 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 15.1 | $76M | 124k | 612.38 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 10.6 | $53M | +2% | 527k | 100.25 |
|
Past Filings by P/E Global
SEC 13F filings are viewable for P/E Global going back to 2022
- P/E Global 2025 Q3 filed Oct. 22, 2025
- P/E Global 2025 Q2 filed July 10, 2025
- P/E Global 2025 Q1 filed April 17, 2025
- P/E Global 2024 Q4 filed Jan. 30, 2025
- P/E Global 2024 Q3 filed Oct. 17, 2024
- P/E Global 2024 Q2 filed July 30, 2024
- P/E Global 2024 Q1 filed May 8, 2024
- P/E Global 2023 Q4 filed Jan. 11, 2024
- P/E Global 2023 Q3 filed Oct. 18, 2023
- P/E Global 2023 Q2 filed July 25, 2023
- P/E Global 2023 Q1 filed April 11, 2023
- P/E Global 2022 Q4 restated filed April 11, 2023
- P/E Global 2022 Q4 filed Jan. 13, 2023
- P/E Global 2022 Q3 filed Oct. 4, 2022
- P/E Global 2022 Q2 filed July 6, 2022
- P/E Global 2022 Q1 filed April 5, 2022