Sjbenen Advisory, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$119.8M
Q ending 2026-03-31
Prior quarter
$107.2M
Q ending 2025-12-31
Change
+11.8% QoQ
Positions
27
reported holdings
Largest positions
All 27 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 |
|---|---|---|---|---|
| State Str Spdr S&P 500 Etf T | SPY | Shares | $40.7M | 63K |
| Ishares Bitcoin Trust Etf | IBIT | Shares | $11.0M | 286K |
| Coinbase Global Inc | COIN | Shares | $9.9M | 57K |
| Ishares Tr | TLT | Shares | $9.7M | 112K |
| Ishares Tr | ITOT | Shares | $8.8M | 61K |
| Vanguard Index Fds | VTI | Shares | $7.9M | 25K |
| Apple Inc | AAPL | Shares | $4.9M | 19K |
| Palantir Technologies Inc | PLTR | Shares | $4.3M | 29K |
| Ishares Tr | SGOV | Shares | $3.6M | 35K |
| Tesla Inc | TSLA | Shares | $3.0M | 8K |
| Jpmorgan Chase & Co | JPM | Shares | $2.9M | 10K |
| Pimco Etf Tr | LTPZ | Shares | $2.5M | 49K |
| Ishares Tr | IXUS | Shares | $2.0M | 23K |
| Schwab Strategic Tr | SCHB | Shares | $1.9M | 76K |
| Vanguard Intl Equity Index F | VEU | Shares | $1.8M | 23K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $1.6M | 3K |
| Vanguard Index Fds | VOO | Shares | $1.1M | 2K |
| Ishares Tr | IVV | Shares | $757K | 1K |
| Schwab Charles Corp | SCHW | Shares | $545K | 6K |
| Ishares Tr | IWM | Shares | $347K | 1K |
| Bank America Corp | BAC 7.25 PERP L | Shares | $315K | 264 |
| Vanguard Index Fds | VNQ | Shares | $204K | 2K |
| Ishares Tr | TLT | Put | $52K | 11K |
| Ishares Tr | TIP | Put | $47K | 15K |
| Nrx Pharmaceuticals Inc | NRXP | Shares | $32K | 15K |
| Ishares Bitcoin Trust Etf | IBIT | Put | $6K | 79K |
| Tesla Inc | TSLA | Put | $50 | 3K |
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.