Calder Financial LLC Top Holdings and 13F Report (2026) About Calder Financial LLCInvestment ActivityCalder Financial LLC has $104.59 million in total holdings as of September 30, 2026.Calder Financial LLC owns shares of 42 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 0.55% of the portfolio was purchased this quarter.About 2.31% of the portfolio was sold this quarter.This quarter, Calder Financial LLC has purchased 43 new stocks and bought additional shares in 14 stocks.Calder Financial LLC sold shares of 25 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard S&P 500 ETF $16,379,545Vanguard Ultra-Short Bond ETF $15,824,342Vanguard Total Stock Market ETF $13,165,681Vanguard Short-Term Treasury ETF $7,597,020Vanguard Dividend Appreciation ETF $5,200,773 Largest Purchases this Quarter Vanguard Intermediate-Term Bond ETF 4,934 shares (about $359.49K)Vanguard Short-Term Treasury ETF 1,246 shares (about $71.72K)Vanguard High Dividend Yield ETF 299 shares (about $46.40K)iShares Semiconductor ETF 65 shares (about $37.00K)NVIDIA 118 shares (about $26.95K) Largest Sales this Quarter Micron Technology 433 shares (about $461.36K)Vanguard S&P 500 ETF 467 shares (about $327.30K)Vanguard Total Stock Market ETF 794 shares (about $297.14K)Vanguard Value ETF 904 shares (about $195.33K)Vanguard Extended Market ETF 609 shares (about $141.06K) 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$16,379,545$327,297 ▼-2.0%23,37115.7%ETFVUSBVanguard Ultra-Short Bond ETF$15,824,342$72,839 ▼-0.5%319,36115.1%ETFVTIVanguard Total Stock Market ETF$13,165,681$297,145 ▼-2.2%35,18012.6%ETFVGSHVanguard Short-Term Treasury ETF$7,597,020$71,720 ▲1.0%131,9847.3%ETFVIGVanguard Dividend Appreciation ETF$5,200,773$34,764 ▼-0.7%22,2915.0%ETFVUGVanguard Growth ETF$4,964,357$72,178 ▼-1.4%55,0924.7%ETFVTVVanguard Value ETF$4,640,002$195,332 ▼-4.0%21,4744.4%ETFSPYSPDR S&P 500 ETF Trust$3,514,638$19,827 ▼-0.6%4,6093.4%ETFVISVanguard Industrials ETF$2,592,973$74,360 ▼-2.8%8,0902.5%ETFBIVVanguard Intermediate-Term Bond ETF$2,587,315$359,489 ▲16.1%35,5112.5%ETFMSFTMicrosoft$2,015,253$3,590 ▲0.2%3,9291.9%TechnologyVXFVanguard Extended Market ETF$1,891,246$141,062 ▼-6.9%8,1651.8%ETFVVVanguard Large-Cap ETF$1,719,216$3,519 ▼-0.2%4,8861.6%ETFVBVanguard Small-Cap ETF$1,694,241$29,020 ▼-1.7%5,9551.6%ETFVDCVanguard Consumer Staples ETF$1,673,076$218 ▼0.0%7,6671.6%ETFVOVanguard Mid-Cap ETF$1,619,032$56,540 ▼-3.4%20,6461.5%ETFVXUSVanguard Total International Stock ETF$1,492,658$78,758 ▼-5.0%17,5691.4%ETFTIPiShares TIPS Bond ETF$1,435,986$103,314 ▼-6.7%13,8021.4%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$1,384,891$32,239 ▼-2.3%28,1371.3%ETFVPUVanguard Utilities ETF$1,348,356$2,394 ▼-0.2%7,8851.3%ETFVGTVanguard Information Technology ETF$1,085,978$74,518 ▼-6.4%8,6421.0%ETFVZVerizon Communications$955,179$14,036 ▲1.5%20,8240.9%Communication ServicesNVDANVIDIA$874,799$26,952 ▲3.2%3,8300.8%TechnologyWTWWillis Towers Watson Public$862,0960.0%2,9910.8%FinanceMUMicron Technology$752,245$461,363 ▼-38.0%7060.7%TechnologyGLDSPDR Gold Shares$752,1590.0%1,9750.7%ETFAMEAMETEK$710,650$24,027 ▼-3.3%2,8690.7%TechnologyAAPLApple$614,906$333 ▲0.1%1,8460.6%TechnologyVYMVanguard High Dividend Yield ETF$585,823$46,400 ▲8.6%3,7750.6%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$536,666$9,319 ▲1.8%6,8530.5%ETFVFHVanguard Financials ETF$522,255$10,926 ▼-2.0%4,0150.5%ETFQQQInvesco QQQ$514,397$74,014 ▼-12.6%6950.5%ETFVANGUARD FIXED INCOME SECS F$474,698$7,296 ▲1.6%6,5710.5%HIGH-YIELD ACTVVAWVanguard Materials ETF$446,883$15,056 ▼-3.3%2,0480.4%ETFVDEVanguard Energy ETF$424,898$13,429 ▼-3.1%2,4680.4%ETFIFRAiShares U.S. Infrastructure ETF$291,481$1,431 ▼-0.5%5,2970.3%ETFVHTVanguard Health Care ETF$279,599$632 ▲0.2%8850.3%ETFAMPLIFY ETF TR$262,5090.0%2,1650.3%AMPLIFY CYBERSECSOXXiShares Semiconductor ETF$244,754$36,998 ▲17.8%4300.2%ETFIVViShares Core S&P 500 ETF$227,668$767 ▲0.3%2970.2%ETFAOAiShares Core 80/20 Aggressive Allocation ETF$218,404$1,459 ▲0.7%2,2450.2%ETFDIASPDR Dow Jones Industrial Average ETF Trust$214,139$1,017 ▲0.5%4210.2%ETFCWBSPDR Bloomberg Convertible Securities ETF$0$200,157 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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