Sjbenen Advisory
Sjbenen Advisory reported 28 stocks worth $159M in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are SPY (36.2%), ITOT (12.3%) and VTI (11.5%). Compared with Q2 2026, the fund opened new positions in ZM and GOOGL, added to ITOT, VTI and AAPL, trimmed SPY, COIN and VEU and sold out of IWM and VNQ.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 4 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPY Spdr S&P 500 ETF TR | $57.5M | 36.2% | 75K | −11K (−13%) | 4 of 4 | |
| 2 |  ITOT Ishares TR | $19.6M | 12.3% | 117K | +8,729 (+8%) | 4 of 4 | |
| 3 |  VTI Vanguard Total Stock Market ETF | $18.3M | 11.5% | 48K | +710 (+1%) | 4 of 4 | |
| 4 |  IBIT Ishares Bitcoin Trust ETF | $10.7M | 6.7% | 222K | No change | 4 of 4 | |
| 5 |  COIN Coinbase Global Inc | $9.3M | 5.9% | 50K | −600 (−1%) | 4 of 4 | |
| 6 |  AAPL Apple Inc | $6.4M | 4.0% | 19K | +35 (+0%) | 4 of 4 | |
| 7 |  PLTR Palantir Technologies Inc | $5.5M | 3.5% | 29K | No change | 4 of 4 | |
| 8 |  JPM Jpmorgan Chase & Co. | $3.8M | 2.4% | 11K | +1,661 (+17%) | 4 of 4 | |
| 9 |  LTPZ Pimco ETF TR | $3.6M | 2.3% | 81K | +15K (+23%) | 4 of 4 | |
| 10 |  IXUS Ishares Core Msci Totl | $3.6M | 2.3% | 38K | +6,511 (+21%) | 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
Options
valued at the underlying shares
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 19, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Sjbenen Advisory 13F FAQ
What does Sjbenen Advisory own?
Sjbenen Advisory reported 28 stocks worth $159M in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are SPY (36.2%), ITOT (12.3%) and VTI (11.5%). The table above lists every position in the filing (the top 10 without an account).
What did Sjbenen Advisory buy and sell in Q3 2026?
Compared with Q2 2026: 2 new positions, 10 added to, 6 trimmed and 3 sold out. New positions include ZM and GOOGL. It sold all of IWM and VNQ.
When will Sjbenen Advisory 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 Sjbenen Advisory's portfolio worth?
The Q3 2026 filing reports $159M in US stocks ($165M including options). 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.