Sjbenen Advisory, LLC Top Holdings and 13F Report (2026) About Sjbenen Advisory, LLCInvestment ActivitySjbenen Advisory, LLC has $176.48 million in total holdings as of June 30, 2026.Sjbenen Advisory, LLC owns shares of 31 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 26.07% of the portfolio was purchased this quarter.About 2.27% of the portfolio was sold this quarter.This quarter, Sjbenen Advisory, LLC has purchased 24 new stocks and bought additional shares in 11 stocks.Sjbenen Advisory, LLC sold shares of 6 stocks and completely divested from 0 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $64,162,822iShares Core S&P Total U.S. Stock Market ETF $17,693,152Vanguard Total Stock Market ETF $17,595,035iShares 20+ Year Treasury Bond ETF $16,626,342ISHARES BITCOIN TRUST ETF $10,046,516 Largest New Holdings this Quarter 25460G849 - Direxion Daily 20+ Year Treasury Bear 3x Shares $1,185,920 Holding949746804 - WELLS FARGO & CO $618,605 Holding78463V107 - SPDR Gold Shares $552,570 Holding78467X109 - SPDR Dow Jones Industrial Average ETF Trust $309,765 Holding17275R102 - Cisco Systems $250,960 Holding Largest Purchases this Quarter SPDR S&P 500 ETF Trust 23,361 shares (about $17.43M)Vanguard Total Stock Market ETF 23,125 shares (about $8.53M)iShares Core S&P Total U.S. Stock Market ETF 46,498 shares (about $7.62M)iShares 20+ Year Treasury Bond ETF 69,700 shares (about $6.00M)Direxion Daily 20+ Year Treasury Bear 3x Shares 32,000 shares (about $1.19M) Largest Sales this Quarter ISHARES BITCOIN TRUST ETF 63,600 shares (about $2.12M)Coinbase Global 6,600 shares (about $1.04M)iShares 0-3 Month Treasury Bond ETF 7,371 shares (about $741.88K)Berkshire Hathaway 100 shares (about $50.20K)Tesla 100 shares (about $41.79K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSjbenen Advisory, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$64,162,822$17,426,727 â–²37.3%86,01236.4%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$17,693,152$7,619,039 â–²75.6%107,97910.0%ETFVTIVanguard Total Stock Market ETF$17,595,035$8,532,413 â–²94.1%47,68710.0%ETFTLTiShares 20+ Year Treasury Bond ETF$16,626,342$5,998,220 â–²56.4%193,2009.4%ETFISHARES BITCOIN TRUST ETF$10,046,516$2,121,376 â–¼-17.4%301,2005.7%SHS BEN INTCOINCoinbase Global$7,930,232$1,040,547 â–¼-11.6%50,3004.5%FinanceAAPLApple$5,915,5040.0%19,2213.4%TechnologyTSLATesla$4,387,990$41,790 â–¼-0.9%10,5002.5%Consumer DiscretionaryPALANTIR TECHNOLOGIES INC$3,821,5520.0%29,4262.2%CL ALTPZPIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund$3,330,174$870,342 â–²35.4%66,4741.9%ETFJPMJPMorgan Chase & Co.$3,210,1460.0%9,7001.8%FinanceSCHBSchwab US Broad Market ETF$3,040,505$830,585 â–²37.6%105,1531.7%ETFIXUSiShares Core MSCI Total International Stock ETF$3,016,415$809,454 â–²36.7%31,6901.7%ETFSGOViShares 0-3 Month Treasury Bond ETF$2,811,603$741,877 â–¼-20.9%27,9351.6%ETFVEUVanguard FTSE All-World ex-US ETF$2,292,449$328,257 â–²16.7%27,4181.3%ETFTIPiShares TIPS Bond ETF$1,685,2220.0%15,4001.0%ETFBRK.BBerkshire Hathaway$1,574,851$50,202 â–¼-3.1%3,1370.9%FinanceVOOVanguard S&P 500 ETF$1,332,262$27,469 â–²2.1%1,9400.8%ETFTMVDirexion Daily 20+ Year Treasury Bear 3x Shares$1,185,920$1,185,920 â–²New Holding32,0000.7%ETFIVViShares Core S&P 500 ETF$974,691$107,051 â–²12.3%1,3020.6%ETFWELLS FARGO & CO$618,605$618,605 â–²New Holding5320.4%PERP PFD CNV AGLDSPDR Gold Shares$552,570$552,570 â–²New Holding1,5000.3%ETFSCHWCharles Schwab$544,9360.0%5,8000.3%FinanceIWMiShares Russell 2000 ETF$420,6300.0%1,4000.2%ETFBANK OF AMER CORP$316,564$12,463 â–¼-3.8%2540.2%7.25%CNV PFD LDIASPDR Dow Jones Industrial Average ETF Trust$309,765$309,765 â–²New Holding5900.2%ETFVNQVanguard Real Estate ETF$309,746$87,116 â–²39.1%3,2000.2%ETFCSCOCisco Systems$250,960$250,960 â–²New Holding2,2310.1%TechnologyVBKVanguard Small-Cap Growth ETF$232,047$232,047 â–²New Holding6500.1%ETFVISVanguard Industrials ETF$228,884$228,884 â–²New Holding6460.1%ETFNRX PHARMACEUTICALS INC$57,7500.0%15,0000.0%COM NEWShowing largest 100 holdings. 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