Calder Financial
Calder Financial reported 42 stocks worth $105M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are VOO (15.7%), VUSB (15.1%) and VTI (12.6%). Compared with Q2 2026, the fund added to VGSH, BIV and MSFT, trimmed VOO, VUSB and VTI and sold out of CWB.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 4 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VOO Vanguard S&P 500 ETF | $16.4M | 15.7% | 23K | −467 (−2%) | 4 of 4 | |
| 2 |  VUSB Van Ultra Shrt Bnd | $15.8M | 15.1% | 319K | −1,470 (−0%) | 4 of 4 | |
| 3 |  VTI Vanguard Total Stock Market ETF | $13.2M | 12.6% | 35K | −794 (−2%) | 4 of 4 | |
| 4 |  VGSH Vanguard Scottsdale Fds | $7.6M | 7.3% | 132K | +1,246 (+1%) | 4 of 4 | |
| 5 |  VIG Vanguard Dividend Appreciation ETF | $5.2M | 5.0% | 22K | −149 (−1%) | 4 of 4 | |
| 6 |  VUG Vanguard Index Fds | $5M | 4.8% | 55K | −801 (−1%) | 4 of 4 | |
| 7 |  VTV Vanguard Index Fds | $4.6M | 4.4% | 21K | −904 (−4%) | 4 of 4 | |
| 8 |  SPY Spdr S&P 500 ETF TR | $3.5M | 3.4% | 4,609 | −26 (−1%) | 4 of 4 | |
| 9 |  VIS Vanguard Industrials | $2.6M | 2.5% | 8,090 | −232 (−3%) | 4 of 4 | |
| 10 |  BIV Vanguard Intermediate | $2.6M | 2.5% | 36K | +4,934 (+16%) | 4 of 4 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 CWB Spdr Series Trust | $200K | 1,856 |
Reported value
last 4 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 13, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Calder Financial 13F FAQ
What does Calder Financial own?
Calder Financial reported 42 stocks worth $105M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are VOO (15.7%), VUSB (15.1%) and VTI (12.6%). The table above lists every position in the filing (the top 10 without an account).
What did Calder Financial buy and sell in Q3 2026?
Compared with Q2 2026: 0 new positions, 13 added to, 24 trimmed and 1 sold out. It sold all of CWB.
When will Calder Financial file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Calder Financial's portfolio worth?
The Q3 2026 filing reports $105M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.