Sjbenen Advisory, LLC Top Holdings and 13F Report (2026) About Sjbenen Advisory, LLCInvestment ActivitySjbenen Advisory, LLC has $165.02 million in total holdings as of September 30, 2026.Sjbenen Advisory, LLC owns shares of 29 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 3.56% of the portfolio was purchased this quarter.About 15.54% of the portfolio was sold this quarter.This quarter, Sjbenen Advisory, LLC has purchased 31 new stocks and bought additional shares in 10 stocks.Sjbenen Advisory, LLC sold shares of 7 stocks and completely divested from 4 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $57,522,911iShares Core S&P Total U.S. Stock Market ETF $19,551,637Vanguard Total Stock Market ETF $18,258,738ISHARES BITCOIN TRUST ETF $14,404,678Coinbase Global $9,341,840 Largest New Holdings this Quarter 98980L101 - Zoom Communications $665,854 Holding02079K305 - Alphabet $293,853 Holding Largest Purchases this Quarter iShares Core S&P Total U.S. Stock Market ETF 8,729 shares (about $1.46M)PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund 14,974 shares (about $669.08K)Zoom Communications 7,100 shares (about $665.85K)SPDR Gold Shares 1,700 shares (about $647.61K)iShares Core MSCI Total International Stock ETF 6,511 shares (about $618.94K) Largest Sales this Quarter iShares 20+ Year Treasury Bond ETF 168,300 shares (about $13.02M)SPDR S&P 500 ETF Trust 10,841 shares (about $8.30M)Direxion Daily 20+ Year Treasury Bear 3X ETF 19,900 shares (about $992.81K)WELLS FARGO & CO 314 shares (about $338.81K)Vanguard FTSE All-World ex-US ETF 1,850 shares (about $152.91K) 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$57,522,911$8,295,831 ▼-12.6%75,17134.9%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$19,551,637$1,462,335 ▲8.1%116,70811.8%ETFVTIVanguard Total Stock Market ETF$18,258,738$267,862 ▲1.5%48,39711.1%ETFISHARES BITCOIN TRUST ETF$14,404,6780.0%301,2008.7%SHS BEN INTCOINCoinbase Global$9,341,840$112,779 ▼-1.2%49,7005.7%FinanceAAPLApple$6,427,232$11,682 ▲0.2%19,2563.9%TechnologyPALANTIR TECHNOLOGIES INC$5,538,7850.0%29,4263.4%CL AJPMJPMorgan Chase & Co.$3,781,423$552,851 ▲17.1%11,3612.3%FinanceTSLATesla$3,741,1850.0%10,5002.3%Consumer DiscretionaryLTPZPIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund$3,639,300$669,076 ▲22.5%81,4482.2%ETFIXUSiShares Core MSCI Total International Stock ETF$3,631,398$618,938 ▲20.5%38,2012.2%ETFISHARES TR$3,264,606$459,415 ▲16.4%32,5102.0%0-3 MTH TREASURYSCHBSchwab US Broad Market ETF$3,099,0810.0%105,1531.9%ETFVEUVanguard FTSE All-World ex-US ETF$2,113,246$152,906 ▼-6.7%25,5681.3%ETFTLTiShares 20+ Year Treasury Bond ETF$1,925,684$13,015,768 ▼-87.1%24,9001.2%ETFBRK.BBerkshire Hathaway$1,585,318$11,041 ▲0.7%3,1591.0%FinanceVOOVanguard S&P 500 ETF$1,360,718$2,107 ▼-0.2%1,9370.8%ETFIVViShares Core S&P 500 ETF$1,219,649$217,767 ▲21.7%1,5850.7%ETFGLDSPDR Gold Shares$1,219,024$647,607 ▲113.3%3,2000.7%ETFZMZoom Communications$665,854$665,854 ▲New Holding7,1000.4%TechnologyTMVDirexion Daily 20+ Year Treasury Bear 3X ETF$603,669$992,811 ▼-62.2%12,1000.4%ETFSCHWCharles Schwab$568,3490.0%5,8000.3%FinanceDIASPDR Dow Jones Industrial Average ETF Trust$300,6430.0%5900.2%ETFGOOGLAlphabet$293,853$293,853 ▲New Holding8660.2%Communication ServicesCSCOCisco Systems$250,2400.0%2,2310.2%TechnologyWELLS FARGO & CO$235,222$338,806 ▼-59.0%2180.1%PERP PFD CNV AVBKVanguard Small-Cap Growth ETF$224,4680.0%6500.1%ETFVISVanguard Industrials ETF$210,7240.0%6460.1%ETFNRX PHARMACEUTICALS INC$41,9780.0%15,0000.0%COM NEWTIPiShares TIPS Bond ETF$0$1,685,222 ▼-100.0%00.0%ETFIWMiShares Russell 2000 ETF$0$420,630 ▼-100.0%00.0%ETFBANK OF AMER CORP$0$316,564 ▼-100.0%00.0%7.25%CNV PFD LVNQVanguard Real Estate ETF$0$309,746 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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