account_balance
Investment manager · 13F filer · SEC CIK 2057278
Sunbeam Capital Management, LLC
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Reported value$218Mas of Sep 30, 2026
Positions120 4 new, 8 sold out
Top 10 weight55.8%IVV alone is 17%
FiledNov 536 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
16.7%Added +9%
VOOVanguard Index FDS
9.9%
AAPLApple Inc.
6.2%Trimmed −4%
DSTLETF Ser Solutions
5.2%Added +4%
IEFAiShares Tr
3.9%
NVDANVIDIA Corp
3.8%Trimmed −12%
PGProcter & Gamble Co
3.2%
MSFTMicrosoft Corp
2.5%−11%
GOOGLAlphabet Inc.
2.5%−5%
SPYSPDR S&P 500 ETF Trust
1.9%
XOMExxonMobil Holdings Corp
1.7%−3%
LLYELI Lilly & Co
1.6%−5%
IVViShares Tr
16.7%Added +9%
VOOVanguard Index FDS
9.9%
AAPLApple Inc.
6.2%−4%
DSTLETF Ser Solutions
5.2%+4%
IEFAiShares Tr
3.9%
NVDANVIDIA Corp
3.8%
PGProcter & Gamble Co
3.2%
MSFT2.5%GOOGLSPYXOM1.7%LLY1.6%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
IVV iShares Tr 16.7% Added +9%
VOO Vanguard Index FDS 9.9% Held
AAPL Apple Inc. 6.2% Trimmed −4%DSTL ETF Ser Solutions 5.2% Added +4%
IEFA iShares Tr 3.9% Held
NVDA NVIDIA Corp 3.8% Trimmed −12%PG Procter & Gamble Co 3.2% HeldMSFT Microsoft Corp 2.5% Trimmed −11%GOOGL Alphabet Inc. 2.5% Trimmed −5%SPY SPDR S&P 500 ETF Trust 1.9% HeldXOM ExxonMobil Holdings Corp 1.7% Trimmed −3%LLY ELI Lilly & Co 1.6% Trimmed −5%What changed
Biggest moves since Jun 30, 2026
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