StockDriftsStockDriftsTop 42 Calder Financial LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 15.66% | 23.4K | $16.4M | -1.96%(-467) | $619.85(+13.67%) | 2026-09-30 | |
| VUSB | VANGUARD BD INDEX FDS | 15.13% | 319.4K | $15.8M | -0.46%(-1.47K) | $49.92(-0.83%) | 2026-09-30 | |
| VTI | VANGUARD INDEX FDS | 12.59% | 35.2K | $13.2M | -2.21%(-794) | $331.72(+13.21%) | 2026-09-30 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 7.26% | 132.0K | $7.6M | +0.95%(+1.25K) | $58.77(-1.92%) | 2026-09-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 4.97% | 22.3K | $5.2M | -0.66%(-149) | $217.78(+10.67%) | 2026-09-30 | |
| VUG | VANGUARD INDEX FDS | 4.75% | 55.1K | $5.0M | -1.43%(-801) | $80.61(+10.18%) | 2026-09-30 | |
| VTV | VANGUARD INDEX FDS | 4.44% | 21.5K | $4.6M | -4.04%(-904) | $188.74(+17.73%) | 2026-09-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.36% | 4.6K | $3.5M | -0.56%(-26) | $673.12(+13.87%) | 2026-09-30 | |
| VIS | VANGUARD WORLD FD | 2.48% | 8.1K | $2.6M | -2.79%(-232) | $299.27(+6.48%) | 2026-09-30 | |
| BIV | VANGUARD BD INDEX FDS | 2.47% | 35.5K | $2.6M | +16.14%(+4.93K) | $77.15(-4.99%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +6.09% |
| Top 20 Holdings Unweighted | — | — | — | — | +6.37% |
Calder Financial LLC reports $104.59M in US-listed equity holdings across 42 positions in its most recent 13F filing. Its largest disclosed positions are VOO (15.7%), VUSB (15.1%) and VTI (12.6%). The top 20 holdings account for 88.67% of reported assets. Its disclosed equity book has returned +6.09% cumulatively over 3 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Calder Financial LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2106810). View Calder Financial LLC’s 13F filings on SEC