SJBENEN ADVISORY, LLC
SJBENEN ADVISORY, LLC reported 34 positions worth $176.5M as of June 30, 2026 (13F filed August 11, 2026). Largest holding: SPY (36.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPY | SH | $64.2M | 36.36% | 86,012 | — | — | |
| ▸ 2 | ITOT | SH | $17.7M | 10.03% | 107,979 | — | — | |
| ▸ 3 | VTI | SH | $17.6M | 9.97% | 47,687 | — | — | |
| ▸ 4 | TLT | SH | $15.5M | 8.76% | 179,700 | — | — | |
| ▸ 5 | COIN | SH | $7.9M | 4.49% | 50,300 | — | — | |
| ▸ 6 | IBIT | SH | $7.4M | 4.20% | 222,000 | — | — | |
| ▸ 7 | AAPL | SH | $5.9M | 3.35% | 19,221 | — | — | |
| ▸ 8 | PLTR | SH | $3.8M | 2.17% | 29,426 | — | — | |
| ▸ 9 | TSLA | SH | $3.3M | 1.89% | 8,000 | — | — | |
| ▸ 10 | LTPZ | SH | $3.3M | 1.89% | 66,474 | — | — |
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Frequently Asked Questions
What stocks does SJBENEN ADVISORY, LLC hold as of Q2 2026?
SJBENEN ADVISORY, LLC reported 34 positions worth $176.5M in its Q2 2026 13F filing. Largest positions: SPY (36.4%), ITOT (10.0%), VTI (10.0%), TLT (8.8%) and COIN (4.5%).
What did SJBENEN ADVISORY, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did SJBENEN ADVISORY, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.