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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, IBIT, COIN, and represent 72.18% of Sjbenen Advisory's stock portfolio.
Added to shares of these 10 stocks: ITOT, LTPZ, ZM, GLD, IXUS, JPM, SGOV, GOOGL, VTI, IVV.
Started 2 new stock positions in ZM, GOOGL.
Reduced shares in these 10 stocks: TLT (-$13M), SPY (-$8.3M), TIP, TMV, IWM, WFC.PL, BAC.PL, VNQ, VEU, COIN.
Sold out of its positions in BAC.PL, TIP, IWM, VNQ.
Sjbenen Advisory was a net seller of stock by $-20M.
Sjbenen Advisory has $165M in assets under management (AUM), dropping by -6.48%.
Central Index Key (CIK): 0001813225

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Positions held by Sjbenen Advisory consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Sjbenen Advisory

Sjbenen Advisory holds 29 positions in its portfolio as reported in the September 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)	34.9	$58M	-12%	75k	765.23	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	11.8	$20M	+8%	117k	167.53	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	11.1	$18M		48k	377.27	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	8.8	$15M		301k	48.00	View chart
Coinbase Global Com Cl A (COIN)	5.7	$9.3M		50k	187.96	View chart
Apple (AAPL)	3.9	$6.4M		19k	333.78	View chart
Palantir Technologies Cl A (PLTR)	3.4	$5.5M		29k	188.23	View chart
JPMorgan Chase & Co. (JPM)	2.3	$3.8M	+17%	11k	332.84	View chart
Tesla Motors Put Option (TSLA)	2.3	$3.7M		11k	354.81	View chart
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)	2.2	$3.6M	+22%	81k	44.68	View chart
Ishares Tr Core Msci Total (IXUS)	2.2	$3.6M	+20%	38k	95.06	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	2.0	$3.3M	+16%	33k	100.42	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.9	$3.1M		105k	29.47	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	1.3	$2.1M	-6%	26k	82.65	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	1.2	$1.9M	-87%	25k	77.09	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.0	$1.6M		3.2k	501.84	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$1.4M		1.9k	702.49	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.7	$1.2M	+21%	1.6k	769.49	View chart
Spdr Gold Tr Gold Shs (GLD)	0.7	$1.2M	+113%	3.2k	380.94	View chart
Zoom Communications Cl A (ZM)	0.4	$666k	NEW	7.1k	93.78	View chart
Direxion Shares Etf Trust Daily 20 Yr Trea Put Option (TMV)	0.4	$604k	-62%	12k	49.89	View chart
Charles Schwab Corporation (SCHW)	0.3	$568k		5.8k	97.99	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.2	$301k		590.00	509.56	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$294k	NEW	866.00	339.32	View chart
Cisco Systems (CSCO)	0.2	$250k		2.2k	112.16	View chart
Wells Fargo & Co Perp Pfd Cnv A (WFC.PL)	0.1	$235k	-59%	218.00	1079.00	View chart
Vanguard Index Fds MRNGSTR SM CP GR (VBK)	0.1	$225k		650.00	345.34	View chart
Vanguard World Industrial Etf (VIS)	0.1	$211k		646.00	326.20	View chart
Nrx Pharmaceuticals Com New (NRXP)	0.0	$42k		15k	2.80	View chart

Past Filings by Sjbenen Advisory

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

Sjbenen Advisory 2026 Q3 filed Oct. 19, 2026
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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