account_balance
Investment manager · 13F filer · SEC CIK 1813225
Sjbenen Advisory, LLC
Reported value$159Mas of Sep 30, 2026
Positions28 2 new, 3 sold out
Top 10 weight87.0%SPY alone is 36%
FiledOct 1919 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYSPDR S&P 500 ETF Trust
36.2%Trimmed −13%
ITOTiShares Tr
12.3%Added +8%
VTIVanguard Index FDS
11.5%
IBITiShares Bitcoin Trust ETF
6.7%
COINCoinbase Global, Inc.
5.9%
AAPLApple Inc.
4.0%
PLTRPalantir Technologies Inc.
3.5%
JPMJPMorgan Chase & Co
2.4%
LTPZPimco ETF Tr
2.3%
IXUSiShares Tr
2.3%+21%
SGOViShares Tr
2.1%+16%
SCHB
SPYSPDR S&P 500 ETF Trust
36.2%Trimmed −13%
ITOTiShares Tr
12.3%Added +8%
VTIVanguard Index FDS
11.5%
IBITiShares Bitcoin Trust ETF
6.7%
COINCoinbase Global, Inc.
5.9%
AAPL4.0%PLTR3.5%JPMLTPZ
IXUS2.3%
SGOV
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPY SPDR S&P 500 ETF Trust 36.2% Trimmed −13%
ITOT iShares Tr 12.3% Added +8%
VTI Vanguard Index FDS 11.5% Held
IBIT iShares Bitcoin Trust ETF 6.7% HeldCOIN Coinbase Global, Inc. 5.9% HeldAAPL Apple Inc. 4.0% HeldPLTR Palantir Technologies Inc. 3.5% HeldJPM JPMorgan Chase & Co 2.4% Added +17%LTPZ Pimco ETF Tr 2.3% Added +23%
IXUS iShares Tr 2.3% Added +21%
SGOV iShares Tr 2.1% Added +16%
SCHB Schwab Strategic Tr 1.9% Held
What changed
Biggest moves since Jun 30, 2026
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