Sjbenen Advisory, LLC ETF holdings
Chapel Hill, NC
Reported $141.2M in 18 ETFs in its Form 13F for June 30, 2026.
ETF value
$141.2M
ETFs held
18
Change from prior quarter
+53.0%
With price moves
ETFs as a share of its 13F
83.7%
of $168.7M
Top 10 of 18 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SPY | State Street SPDR S&P 500 ETF Trust | $64.2M | 86,012 | +23,361 shares |
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | $17.7M | 107,979 | +46,498 shares |
| VTI | Vanguard Morningstar Total Stock Market ETF | $17.6M | 47,687 | +23,125 shares |
| TLT | iShares 20+ Year Treasury Bond ETF | $15.5M | 179,700 | +67,300 shares |
| IBIT | iShares Bitcoin Trust ETF | $7.4M | 222,000 | −63,600 shares |
| LTPZ | PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund | $3.3M | 66,474 | +17,373 shares |
| SCHB | Schwab U.S. Broad Market ETF | $3.0M | 105,153 | +28,725 shares |
| IXUS | iShares Core MSCI Total International Stock ETF | $3.0M | 31,690 | +8,504 shares |
| SGOV | iShares 0-3 Month Treasury Bond ETF | $2.8M | 27,935 | −7,371 shares |
| VEU | Vanguard FTSE All-World ex-US ETF | $2.3M | 27,418 | +3,926 shares |
8 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001813225. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Sjbenen Advisory, LLC own?
Sjbenen Advisory, LLC reported 18 ETF positions worth $141.2M in its Form 13F for June 30, 2026. The largest was SPY, at $64.2M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.