§ 13F · FUND PROFILE
SJBENEN ADVISORY, LLC.
AUM · $176M (13F)Positions · 34Turnover · n/a · Q2Filed · Aug 11, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 86K | $64M | 36.4% | +37% |
| 2 | ITOT | ISHARES TR | 108K | $18M | 10.0% | +76% |
| 3 | VTI | VANGUARD INDEX FDS | 48K | $18M | 10.0% | +94% |
| 4 | TLT | ISHARES TR | 180K | $15M | 8.8% | +56% |
| 5 | COIN | COINBASE GLOBAL INC | 50K | $8M | 4.5% | −12% |
| 6 | IBIT | ISHARES BITCOIN TRUST ETF | 222K | $7M | 4.2% | −17% |
| 7 | AAPL | APPLE INC | 19K | $6M | 3.4% | ±0% |
| 8 | PLTR | PALANTIR TECHNOLOGIES INC | 29K | $4M | 2.2% | ±0% |
| 9 | TSLA | TESLA INC | 8K | $3M | 1.9% | −1% |
| 10 | LTPZ | PIMCO ETF TR | 66K | $3M | 1.9% | +35% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SJBENEN SIGNAL
AC read
SJBENEN ADVISORY, LLC is a Other fund managing $176 million in assets. The fund runs a portfolio of 34 positions.
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