Sjbenen Advisory, LLC Top Holdings and 13F Report (2026) About Sjbenen Advisory, LLCInvestment ActivitySjbenen Advisory, LLC has $119.82 million in total holdings as of March 31, 2026.Sjbenen Advisory, LLC owns shares of 24 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 3.96% of the portfolio was purchased this quarter.About 38.16% of the portfolio was sold this quarter.This quarter, Sjbenen Advisory, LLC has purchased 26 new stocks and bought additional shares in 4 stocks.Sjbenen Advisory, LLC sold shares of 13 stocks and completely divested from 5 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $40,744,451ISHARES BITCOIN TRUST ETF $10,978,906Coinbase Global $9,935,309iShares 20+ Year Treasury Bond ETF $9,796,010iShares Core S&P Total U.S. Stock Market ETF $8,756,739 Largest New Holdings this Quarter 922908363 - Vanguard S&P 500 ETF $1,135,345 Holding808513105 - Charles Schwab $545,084 Holding922908553 - Vanguard Real Estate ETF $204,010 Holding Largest Purchases this Quarter iShares 20+ Year Treasury Bond ETF 20,700 shares (about $1.64M)Vanguard S&P 500 ETF 1,900 shares (about $1.14M)Berkshire Hathaway 2,125 shares (about $1.02M)Charles Schwab 5,800 shares (about $545.08K)Vanguard Real Estate ETF 2,300 shares (about $204.01K) Largest Sales this Quarter SPDR S&P 500 ETF Trust 29,957 shares (about $19.48M)Vanguard Total Stock Market ETF 23,593 shares (about $7.57M)iShares Core S&P Total U.S. Stock Market ETF 47,552 shares (about $6.77M)PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund 30,585 shares (about $1.56M)iShares Russell 2000 ETF 3,300 shares (about $818.40K) 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$40,744,451$19,482,235 ▼-32.3%62,65134.0%FinanceISHARES BITCOIN TRUST ETF$10,978,906$427,359 ▼-3.7%364,8009.2%SHS BEN INTCOINCoinbase Global$9,935,309$523,830 ▼-5.0%56,9008.3%FinanceTLTiShares 20+ Year Treasury Bond ETF$9,796,010$1,641,922 ▲20.1%123,5008.2%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$8,756,739$6,772,831 ▼-43.6%61,4817.3%ETFVTIVanguard Total Stock Market ETF$7,879,735$7,568,870 ▼-49.0%24,5626.6%ETFAAPLApple$4,878,172$8,629 ▼-0.2%19,2214.1%Computer and TechnologyPALANTIR TECHNOLOGIES INC$4,304,4350.0%29,4263.6%CL ASGOViShares 0-3 Month Treasury Bond ETF$3,553,902$790,584 ▼-18.2%35,3063.0%ETFTSLATesla$3,011,2250.0%10,6002.5%Auto/Tires/TrucksJPMJPMorgan Chase & Co.$2,853,352$171,201 ▲6.4%9,7002.4%FinanceLTPZPIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund$2,505,624$1,560,753 ▼-38.4%49,1012.1%ETFIXUSiShares Core MSCI Total International Stock ETF$2,008,835$745,451 ▼-27.1%23,1861.7%ManufacturingSCHBSchwab US Broad Market ETF$1,918,343$720,747 ▼-27.3%76,4281.6%ETFVEUVanguard FTSE All-World ex-US ETF$1,764,249$304,230 ▼-14.7%23,4921.5%ETFBRK.BBerkshire Hathaway$1,551,170$1,018,300 ▲191.1%3,2371.3%FinanceVOOVanguard S&P 500 ETF$1,135,345$1,135,345 ▲New Holding1,9000.9%ETFIVViShares Core S&P 500 ETF$757,070$93,409 ▼-11.0%1,1590.6%ETFSCHWCharles Schwab$545,084$545,084 ▲New Holding5,8000.5%FinanceIWMiShares Russell 2000 ETF$347,200$818,400 ▼-70.2%1,4000.3%FinanceBANK AMERICA CORP$314,5720.0%2640.3%7.25%CNV PFD LVNQVanguard Real Estate ETF$204,010$204,010 ▲New Holding2,3000.2%ETFTIPiShares TIPS Bond ETF$47,373$30,146 ▲175.0%15,4000.0%ETFNRX PHARMACEUTICALS INC$31,9500.0%15,0000.0%COM NEWPROSHARES TR$0$2,540,979 ▼-100.0%00.0%ULTRASHRT S&P500IEFiShares 7-10 Year Treasury Bond ETF$0$1,663,568 ▼-100.0%00.0%ETFPROSHARES TR$0$1,149,622 ▼-100.0%00.0%ULTRASHORT REALDIASPDR Dow Jones Industrial Average ETF Trust$0$283,536 ▼-100.0%00.0%FinanceWFC.PLWells Fargo & Co. Pfd. Series L$0$264,216 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. 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