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 96.01% of P/E Global's stock portfolio.
- Added to shares of these 6 stocks: VOO (+$46M), IVV (+$45M), URTH (+$30M), BNDX, AGG, IEFA.
- Started 1 new stock position in URTH.
- Reduced shares in these 2 stocks: ACWI (-$8.7M), VEA.
- P/E Global was a net buyer of stock by $118M.
- P/E Global has $1.6B in assets under management (AUM), dropping by 22.83%.
- Central Index Key (CIK): 0001910344
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Portfolio Holdings for P/E Global
P/E Global holds 8 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) | 40.6 | $633M | +7% | 921k | 686.81 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 36.0 | $561M | +8% | 750k | 748.89 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 14.0 | $218M | -3% | 1.4M | 156.97 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 3.2 | $50M | +6% | 1.0M | 48.43 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 2.1 | $34M | +8% | 338k | 98.98 |
|
| Ishares Msci World Etf (URTH) | 1.9 | $30M | NEW | 147k | 202.64 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.0 | $16M | +2% | 169k | 96.58 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.0 | $16M | 228k | 71.25 |
|
Past Filings by P/E Global
SEC 13F filings are viewable for P/E Global going back to 2022
- P/E Global 2026 Q2 filed July 23, 2026
- P/E Global 2026 Q1 filed April 9, 2026
- 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