Calder Financial Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$100.7M
Q ending 2026-03-31
Prior quarter
$101.9M
Q ending 2025-12-31
Change
-1.1% QoQ
Positions
40
reported holdings
Largest positions
All 40 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Bd Index Fds | VUSB | Shares | $16.4M | 330K |
| Vanguard Index Fds | VOO | Shares | $14.3M | 24K |
| Vanguard Index Fds | VTI | Shares | $11.7M | 36K |
| Vanguard Scottsdale Fds | VGSH | Shares | $11.1M | 190K |
| Vanguard Specialized Funds | VIG | Shares | $5.0M | 23K |
| Vanguard Index Fds | VTV | Shares | $4.9M | 25K |
| Vanguard Index Fds | VUG | Shares | $4.1M | 9K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $3.4M | 5K |
| Vanguard World Fd | VIS | Shares | $2.8M | 9K |
| Vanguard World Fd | VDC | Shares | $1.9M | 9K |
| Vanguard Index Fds | VXF | Shares | $1.8M | 9K |
| Vanguard Index Fds | VB | Shares | $1.8M | 7K |
| Vanguard Star Fds | VXUS | Shares | $1.7M | 22K |
| Vanguard World Fd | VPU | Shares | $1.6M | 8K |
| Vanguard Index Fds | VO | Shares | $1.5M | 5K |
| Vanguard Index Fds | VV | Shares | $1.5M | 5K |
| Microsoft Corp | MSFT | Shares | $1.5M | 4K |
| Vanguard Bd Index Fds | BIV | Shares | $1.4M | 19K |
| Vanguard Malvern Fds | VTIP | Shares | $1.4M | 28K |
| Ishares Tr | TIP | Shares | $1.3M | 12K |
| Verizon Communications Inc | VZ | Shares | $1.0M | 21K |
| Spdr Gold Tr | GLD | Shares | $865K | 2K |
| Willis Towers Watson Plc Ltd | Shares | $860K | 3K | |
| Vanguard World Fd | VGT | Shares | $730K | 1K |
| Ametek Inc | AME | Shares | $700K | 3K |
| Nvidia Corporation | NVDA | Shares | $667K | 4K |
| Vanguard World Fd | VFH | Shares | $529K | 4K |
| Vanguard Whitehall Fds | VYM | Shares | $519K | 4K |
| Vanguard World Fd | VDE | Shares | $503K | 3K |
| Vanguard World Fd | VAW | Shares | $469K | 2K |
| Apple Inc | AAPL | Shares | $458K | 2K |
| Invesco Qqq Tr | QQQ | Shares | $441K | 755 |
| Honeywell Intl Inc | HONGBP | Shares | $328K | 1K |
| Micron Technology Inc | MU | Shares | $302K | 821 |
| Ishares Tr | IFRA | Shares | $302K | 5K |
| Ishares Tr | IVV | Shares | $259K | 394 |
| Vanguard World Fd | VHT | Shares | $242K | 881 |
| Vanguard Scottsdale Fds | VCIT | Shares | $230K | 3K |
| State Str Spdr Dow Jones Ind | DIA | Shares | $200K | 430 |
| Acco Brands Corp | ACCO | Shares | $0 | 32K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.