§ 13F · FUND PROFILE
Calder Financial LLC.
AUM · $106M (13F)Positions · 43Turnover · n/a · Q2Filed · Jul 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 24K | $16M | — | — |
| 2 | VUSB | VANGUARD BD INDEX FDS | 321K | $16M | — | — |
| 3 | VTI | VANGUARD INDEX FDS | 36K | $13M | — | — |
| 4 | VGSH | VANGUARD SCOTTSDALE FDS | 131K | $8M | — | — |
| 5 | VIG | VANGUARD SPECIALIZED FUNDS | 22K | $5M | — | — |
| 6 | VTV | VANGUARD INDEX FDS | 22K | $5M | — | — |
| 7 | VUG | VANGUARD INDEX FDS | 56K | $5M | — | — |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | 5K | $3M | — | — |
| 9 | VIS | VANGUARD WORLD FD | 8K | $3M | — | — |
| 10 | BIV | VANGUARD BD INDEX FDS | 31K | $2M | — | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CALDER SIGNAL
AC read
Calder Financial LLC is a Other fund managing $106 million in assets. The fund runs a portfolio of 43 positions.
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