Calder Financial

Calder Financial as of June 30, 2026

Portfolio Holdings for Calder Financial

Calder Financial holds 43 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) 15.4 $16M 24k 686.82
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 15.0 $16M 321k 49.78
Vanguard Index Fds Total Stk Mkt (VTI) 12.5 $13M 36k 370.04
Vanguard Scottsdale Fds Short Term Treas (VGSH) 7.2 $7.6M 131k 58.20
Vanguard Specialized Funds Div App Etf (VIG) 5.0 $5.3M 22k 236.62
Vanguard Index Fds Value Etf (VTV) 4.6 $4.9M 22k 217.93
Vanguard Index Fds Growth Etf (VUG) 4.5 $4.8M 56k 86.14
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 3.3 $3.5M 4.6k 746.73
Vanguard World Industrial Etf (VIS) 2.8 $3.0M 8.3k 360.38
Vanguard Bd Index Fds Intermed Term (BIV) 2.2 $2.3M 31k 76.70
Vanguard Index Fds Extend Mkt Etf (VXF) 2.0 $2.2M 8.8k 246.20
Vanguard Index Fds Small Cp Etf (VB) 1.7 $1.8M 6.1k 303.10
Vanguard World Consum Stp Etf (VDC) 1.6 $1.7M 7.7k 225.50
Vanguard Index Fds Mid Cap Etf (VO) 1.6 $1.7M 21k 80.57
Vanguard Index Fds Large Cap Etf (VV) 1.6 $1.7M 4.9k 343.89
Ishares Tr Tips Bd Etf (TIP) 1.5 $1.6M 15k 109.43
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.5 $1.6M 19k 85.49
Vanguard World Utilities Etf (VPU) 1.5 $1.5M 7.9k 195.74
Microsoft Corporation (MSFT) 1.4 $1.5M 3.9k 373.02
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.4 $1.4M 29k 50.23
Micron Technology (MU) 1.2 $1.3M 1.1k 1154.61
Vanguard World Inf Tech Etf (VGT) 1.0 $1.1M 9.2k 119.52
Verizon Communications (VZ) 0.8 $869k 21k 42.34
Willis Towers Watson SHS (WTW) 0.7 $782k 3.0k 261.37
NVIDIA Corporation (NVDA) 0.7 $743k 3.7k 200.11
Spdr Gold Tr Gold Shs (GLD) 0.7 $728k 2.0k 368.38
Ametek (AME) 0.7 $718k 3.0k 241.92
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $585k 795.00 735.95
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.5 $557k 6.7k 82.65
Vanguard Whitehall Fds High Div Yld (VYM) 0.5 $549k 3.5k 158.04
Vanguard World Financials Etf (VFH) 0.5 $539k 4.1k 131.60
Apple (AAPL) 0.5 $534k 1.8k 289.34
Vanguard Fixed Income Secs F High-yield Actv (VGHY) 0.5 $484k 6.5k 74.85
Vanguard World Materials Etf (VAW) 0.5 $484k 2.1k 228.75
Vanguard World Energy Etf (VDE) 0.4 $382k 2.5k 150.14
Ishares Tr Us Infrastruc (IFRA) 0.3 $336k 5.3k 63.04
Vanguard World Health Car Etf (VHT) 0.2 $264k 883.00 298.94
Ishares Tr Ishares Semicdtr (SOXX) 0.2 $234k 365.00 641.04
Amplify Etf Tr Amplify Cybersec (HACK) 0.2 $227k 2.2k 104.94
Ishares Tr Core S&p500 Etf (IVV) 0.2 $222k 296.00 749.95
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.2 $219k 419.00 523.00
Ishares Tr Core 80 20 Etf (AOA) 0.2 $218k 2.2k 97.59
Spdr Series Trust St Str Conv Etf (CWB) 0.2 $200k 1.9k 107.84