P/E Global Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.27B
Q ending 2026-03-31
Prior quarter
$1.39B
Q ending 2025-12-31
Change
-8.6% QoQ · +287061.1% YoY
Positions
7
reported holdings
Largest positions
All 7 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 Index Fds | VOO | Shares | $510.8M | 855K |
| Ishares Tr | IVV | Shares | $450.2M | 689K |
| Ishares Tr | ACWI | Shares | $200.2M | 1.4M |
| Vanguard Charlotte Fds | BNDX | Shares | $46.7M | 972K |
| Ishares Tr | AGG | Shares | $31.1M | 313K |
| Ishares Tr | IEFA | Shares | $15.0M | 165K |
| Vanguard Tax-Managed Fds | VEA | Shares | $14.9M | 232K |
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.