StockDriftsStockDriftsTop 8 P/E Global LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 40.6% | 921.2K | $632.7M | +7.76%(+66.34K) | $609.34(+16.69%) | 2026-06-30 | |
| IVV | ISHARES TR | 36.02% | 749.7K | $561.4M | +8.77%(+60.46K) | $678.31(+14.60%) | 2026-06-30 | |
| ACWI | ISHARES TR | 14.01% | 1.39M | $218.4M | -3.84%(-55.55K) | $106.69(+51.34%) | 2026-06-30 | |
| BNDX | VANGUARD CHARLOTTE FDS | 3.23% | 1.04M | $50.3M | +6.87%(+66.79K) | $49.18(-2.73%) | 2026-06-30 | |
| AGG | ISHARES TR | 2.15% | 338.2K | $33.5M | +8.07%(+25.25K) | $102.12(-4.60%) | 2026-06-30 | |
| URTH | ISHARES INC | 1.91% | 146.5K | $29.7M | new | $188.79(+11.47%) | 2026-06-30 | |
| IEFA | ISHARES TR | 1.05% | 168.8K | $16.3M | +2.07%(+3.43K) | $90.04(+12.22%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 1.04% | 228.2K | $16.3M | -1.70%(-3.95K) | $50.32(+45.06%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (17 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.37% | +30.83% | — | — | +19.66% |
| Top 20 Holdings Unweighted | +6.20% | +19.78% | — | — | +9.55% |
P/E Global LLC reports $1.56B in US-listed equity holdings across 8 positions in its most recent 13F filing. Its largest disclosed positions are VOO (40.6%), IVV (36.0%) and ACWI (14.0%). The top 20 holdings account for 100.01% of reported assets. Its disclosed equity book has returned +30.83% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track P/E Global LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from P/E Global LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1910344). View P/E Global LLC’s 13F filings on SEC