Calder Financial LLC Top Holdings and 13F Report (2026) About Calder Financial LLCInvestment ActivityCalder Financial LLC has $106.15 million in total holdings as of June 30, 2026.Calder Financial LLC owns shares of 43 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 9.28% of the portfolio was purchased this quarter.About 6.40% of the portfolio was sold this quarter.This quarter, Calder Financial LLC has purchased 40 new stocks and bought additional shares in 15 stocks.Calder Financial LLC sold shares of 21 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $16,372,441Vanguard Ultra-Short Bond ETF $15,970,960Vanguard Total Stock Market ETF $13,311,958Vanguard Short-Term Treasury ETF $7,608,949Vanguard Dividend Appreciation ETF $5,309,799 Largest New Holdings this Quarter 922031687 - VANGUARD FIXED INCOME SECS F $484,279 Holding464287523 - iShares Semiconductor ETF $233,981 Holding032108664 - AMPLIFY ETF TR $227,195 Holding464289859 - iShares Core 80/20 Aggressive Allocation ETF $217,617 Holding78464A359 - SPDR Bloomberg Convertible Securities ETF $200,157 Holding Largest Purchases this Quarter Vanguard Growth ETF 46,609 shares (about $4.01M)Vanguard Mid-Cap ETF 16,174 shares (about $1.30M)Vanguard Information Technology ETF 8,202 shares (about $980.28K)Vanguard Intermediate-Term Bond ETF 11,941 shares (about $915.88K)VANGUARD FIXED INCOME SECS F 6,470 shares (about $484.28K) Largest Sales this Quarter Vanguard Short-Term Treasury ETF 59,304 shares (about $3.45M)Vanguard Value ETF 2,396 shares (about $522.16K)Vanguard Ultra-Short Bond ETF 9,456 shares (about $470.72K)SPDR S&P 500 ETF Trust 607 shares (about $453.26K)Vanguard Total International Stock ETF 3,892 shares (about $332.74K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCalder Financial LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$16,372,441$110,578 â–²0.7%23,83815.4%ETFVUSBVanguard Ultra-Short Bond ETF$15,970,960$470,719 â–¼-2.9%320,83115.0%ETFVTIVanguard Total Stock Market ETF$13,311,958$115,454 â–¼-0.9%35,97412.5%ETFVGSHVanguard Short-Term Treasury ETF$7,608,949$3,451,492 â–¼-31.2%130,7387.2%ETFVIGVanguard Dividend Appreciation ETF$5,309,799$135,821 â–¼-2.5%22,4405.0%ETFVTVVanguard Value ETF$4,876,863$522,163 â–¼-9.7%22,3784.6%ETFVUGVanguard Growth ETF$4,814,591$4,014,873 â–²502.0%55,8934.5%ETFSPYSPDR S&P 500 ETF Trust$3,461,071$453,262 â–¼-11.6%4,6353.3%FinanceVISVanguard Industrials ETF$2,999,070$207,938 â–¼-6.5%8,3222.8%ETFBIVVanguard Intermediate-Term Bond ETF$2,345,272$915,881 â–²64.1%30,5772.2%ETFVXFVanguard Extended Market ETF$2,160,170$21,173 â–²1.0%8,7742.0%ETFVBVanguard Small-Cap ETF$1,835,869$182,769 â–¼-9.1%6,0571.7%ETFVDCVanguard Consumer Staples ETF$1,729,105$223,016 â–¼-11.4%7,6681.6%ETFVOVanguard Mid-Cap ETF$1,721,576$1,303,167 â–²311.5%21,3671.6%ETFVVVanguard Large-Cap ETF$1,683,699$7,566 â–¼-0.4%4,8961.6%ETFTIPiShares TIPS Bond ETF$1,618,967$321,714 â–²24.8%14,7951.5%ETFVXUSVanguard Total International Stock ETF$1,581,265$332,736 â–¼-17.4%18,4961.5%ETFVPUVanguard Utilities ETF$1,546,111$64,397 â–¼-4.0%7,8991.5%ETFMSFTMicrosoft$1,462,969$20,143 â–¼-1.4%3,9221.4%Computer and TechnologyVTIPVanguard Short-Term Inflation-Protected Securities ETF$1,446,239$55,455 â–²4.0%28,7921.4%ManufacturingMUMicron Technology$1,315,099$367,165 â–²38.7%1,1391.2%Computer and TechnologyVGTVanguard Information Technology ETF$1,103,743$980,282 â–²794.0%9,2351.0%ETFVZVerizon Communications$868,720$11,093 â–¼-1.3%20,5180.8%Computer and TechnologyWTWWillis Towers Watson Public$781,7580.0%2,9910.7%FinanceNVDANVIDIA$742,825$16,810 â–¼-2.2%3,7120.7%Computer and TechnologyGLDSPDR Gold Shares$727,5510.0%1,9750.7%FinanceAMEAMETEK$717,540$57,094 â–¼-7.4%2,9660.7%Computer and TechnologyQQQInvesco QQQ$585,080$29,438 â–²5.3%7950.6%FinanceVCITVanguard Intermediate-Term Corporate Bond ETF$556,553$326,378 â–²141.8%6,7340.5%ETFVYMVanguard High Dividend Yield ETF$549,353$5,373 â–¼-1.0%3,4760.5%Financial ServicesVFHVanguard Financials ETF$539,433$36,717 â–¼-6.4%4,0990.5%ETFAAPLApple$533,826$15,624 â–²3.0%1,8450.5%Computer and TechnologyVANGUARD FIXED INCOME SECS F$484,279$484,279 â–²New Holding6,4700.5%HIGH-YIELD ACTVVAWVanguard Materials ETF$484,259$14,640 â–²3.1%2,1170.5%ETFVDEVanguard Energy ETF$382,260$70,116 â–¼-15.5%2,5460.4%ETFIFRAiShares U.S. Infrastructure ETF$335,582$5,800 â–²1.8%5,3230.3%ETFVHTVanguard Health Care ETF$263,968$598 â–²0.2%8830.2%ETFSOXXiShares Semiconductor ETF$233,981$233,981 â–²New Holding3650.2%ETFAMPLIFY ETF TR$227,195$227,195 â–²New Holding2,1650.2%AMPLIFY CYBERSECIVViShares Core S&P 500 ETF$221,985$73,495 â–¼-24.9%2960.2%ETFDIASPDR Dow Jones Industrial Average ETF Trust$219,139$5,753 â–¼-2.6%4190.2%FinanceAOAiShares Core 80/20 Aggressive Allocation ETF$217,617$217,617 â–²New Holding2,2300.2%ETFCWBSPDR Bloomberg Convertible Securities ETF$200,157$200,157 â–²New Holding1,8560.2%ETFHONHoneywell International$0$327,637 â–¼-100.0%00.0%Multi-Sector ConglomeratesACCOAcco Brands$0-100.0%00.0%IndustrialsShowing largest 100 holdings. 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