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 97.65% of P/E Global's stock portfolio.
- Added to shares of these 2 stocks: IEFA (+$15M), VEA (+$15M).
- Started 2 new stock positions in IEFA, VEA.
- Reduced shares in these 5 stocks: ACWI (-$44M), VOO (-$18M), BNDX (-$15M), AGG (-$11M), IVV (-$6.6M).
- P/E Global was a net seller of stock by $-64M.
- P/E Global has $1.3B in assets under management (AUM), dropping by -8.56%.
- Central Index Key (CIK): 0001910344
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Portfolio Holdings for P/E Global
P/E Global holds 7 positions in its portfolio as reported in the March 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) | 40.3 | $511M | -3% | 855k | 597.55 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 35.5 | $450M | 689k | 653.21 |
|
|
| Ishares Tr Msci Acwi Etf (ACWI) | 15.8 | $200M | -18% | 1.4M | 138.37 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 3.7 | $47M | -23% | 972k | 48.05 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 2.4 | $31M | -25% | 313k | 99.27 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.2 | $15M | NEW | 165k | 90.53 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.2 | $15M | NEW | 232k | 64.08 |
|
Past Filings by P/E Global
SEC 13F filings are viewable for P/E Global going back to 2022
- 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
- P/E Global 2022 Q3 filed Oct. 4, 2022