P/E Global
Latest statistics and disclosures from P/E Global's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, IVV, ACWI, BNDX, AGG, and represent 100.00% of P/E Global's stock portfolio.
- Added to shares of these 2 stocks: IVV (+$479M), VOO (+$478M).
- Started 1 new stock position in IVV.
- Reduced shares in these 3 stocks: ACWI (-$50M), BNDX (-$15M), AGG (-$11M).
- P/E Global was a net buyer of stock by $881M.
- P/E Global has $1.4B in assets under management (AUM), dropping by 177.50%.
- Central Index Key (CIK): 0001910344
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Portfolio Holdings for P/E Global
P/E Global holds 5 positions in its portfolio as reported in the December 2025 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) | 40.0 | $555M | +616% | 885k | 627.13 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 34.5 | $479M | NEW | 699k | 684.94 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 18.0 | $250M | -16% | 1.8M | 141.49 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 4.4 | $62M | -19% | 1.3M | 48.32 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 3.0 | $42M | -20% | 421k | 99.88 |
|
Past Filings by P/E Global
SEC 13F filings are viewable for P/E Global going back to 2022
- P/E Global 2025 Q4 filed Jan. 22, 2026
- 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