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Sjbenen Advisory

Latest statistics and disclosures from Sjbenen Advisory's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, ITOT, VTI, TLT, IBIT, and represent 71.45% of Sjbenen Advisory's stock portfolio.
Added to shares of these 10 stocks: SPY (+$17M), VTI (+$8.5M), ITOT (+$7.6M), TLT (+$6.0M), TMV, LTPZ, SCHB, IXUS, WFC.PL, GLD.
Started 7 new stock positions in GLD, VIS, WFC.PL, TMV, VBK, DIA, CSCO.
Reduced shares in these 6 stocks: IBIT, COIN, SGOV, BRK.B, TSLA, BAC.PL.
Sjbenen Advisory was a net buyer of stock by $42M.
Sjbenen Advisory has $177M in assets under management (AUM), dropping by 59.40%.
Central Index Key (CIK): 0001813225

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Portfolio Holdings for Sjbenen Advisory

Sjbenen Advisory holds 31 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
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	36.4	$64M	+37%	86k	745.98	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	10.0	$18M	+75%	108k	163.86	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	10.0	$18M	+94%	48k	368.97	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	9.4	$17M	+56%	193k	86.03	View chart
Ishares Bitcoin Trust Etf Shs Ben Int Put Option (IBIT)	5.7	$10M	-17%	301k	33.29	View chart
Coinbase Global Com Cl A (COIN)	4.5	$7.9M	-11%	50k	157.66	View chart
Apple (AAPL)	3.4	$5.9M		19k	307.76	View chart
Tesla Motors Put Option (TSLA)	2.5	$4.4M		11k	420.60	View chart
Palantir Technologies Cl A (PLTR)	2.2	$3.8M		29k	129.87	View chart
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)	1.9	$3.3M	+35%	67k	50.10	View chart
JPMorgan Chase & Co. (JPM)	1.8	$3.2M		9.7k	330.94	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.7	$3.0M	+37%	105k	28.92	View chart
Ishares Tr Core Msci Total (IXUS)	1.7	$3.0M	+36%	32k	95.19	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	1.6	$2.8M	-20%	28k	100.65	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	1.3	$2.3M	+16%	27k	83.61	View chart
Ishares Tr Tips Bd Etf Put Option (TIP)	1.0	$1.7M		15k	109.43	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.9	$1.6M	-3%	3.1k	502.02	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$1.3M	+2%	1.9k	686.73	View chart
Direxion Shares Etf Trust Daily 20 Yr Trea Put Option (TMV)	0.7	$1.2M	NEW	32k	37.06	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$975k	+12%	1.3k	748.61	View chart
Wells Fargo & Co Perp Pfd Cnv A (WFC.PL)	0.4	$619k	NEW	532.00	1162.79	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$553k	NEW	1.5k	368.38	View chart
Charles Schwab Corporation (SCHW)	0.3	$545k		5.8k	93.95	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$421k		1.4k	300.45	View chart
Bank Of Amer Corp 7.25%CNV PFD L (BAC.PL)	0.2	$317k	-3%	254.00	1246.32	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.2	$310k	NEW	590.00	525.03	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$310k	+39%	3.2k	96.80	View chart
Cisco Systems (CSCO)	0.1	$251k	NEW	2.2k	112.49	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$232k	NEW	650.00	357.00	View chart
Vanguard World Industrial Etf (VIS)	0.1	$229k	NEW	646.00	354.31	View chart
Nrx Pharmaceuticals Com New (NRXP)	0.0	$58k		15k	3.85	View chart

Past Filings by Sjbenen Advisory

SEC 13F filings are viewable for Sjbenen Advisory going back to 2025

Sjbenen Advisory 2026 Q2 filed Aug. 11, 2026
Sjbenen Advisory 2026 Q1 filed April 13, 2026
Sjbenen Advisory 2025 Q4 filed Jan. 14, 2026

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