§ 13F · FUND PROFILE
Calder Financial LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 39Turnover · — · Q4Filed · Jan 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$101.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VUSB | VANGUARD BD INDEX FDS | 331K | $16.5T | 16.2% | NEW |
| 2 | VOO | VANGUARD INDEX FDS | 24K | $15.2T | 15.0% | NEW |
| 3 | VTI | VANGUARD INDEX FDS | 37K | $12.4T | 12.1% | NEW |
| 4 | VGSH | VANGUARD SCOTTSDALE FDS | 176K | $10.3T | 10.2% | NEW |
| 5 | VIG | VANGUARD SPECIALIZED FUNDS | 23K | $5.1T | 5.0% | NEW |
| 6 | VTV | VANGUARD INDEX FDS | 25K | $4.9T | 4.8% | NEW |
| 7 | VUG | VANGUARD INDEX FDS | 9K | $4.6T | 4.5% | NEW |
| 8 | SPY | SPDR S&P 500 ETF TR | 5K | $3.2T | 3.1% | NEW |
| 9 | VIS | VANGUARD WORLD FD | 7K | $2.0T | 2.0% | NEW |
| 10 | VDC | VANGUARD WORLD FD | 9K | $1.9T | 1.9% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CALDER SIGNAL
AC read
Calder Financial LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed