StockDriftsStockDriftsTop 27 Sjbenen Advisory LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 38.02% | 86.0K | $64.2M | +37.29%(+23.36K) | $678.21(+14.05%) | 2026-06-30 | |
| ITOT | ISHARES TR | 10.48% | 108.0K | $17.7M | +75.63%(+46.50K) | $148.94(+13.85%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 10.43% | 47.7K | $17.6M | +94.15%(+23.12K) | $336.15(+13.65%) | 2026-06-30 | |
| TLT | ISHARES TR | 9.16% | 179.7K | $15.5M | +59.88%(+67.30K) | $87.53(-5.87%) | 2026-06-30 | |
| COIN | COINBASE GLOBAL INC | 4.7% | 50.3K | $7.9M | -11.60%(-6.60K) | $281.81(-46.40%) | 2026-06-30 | |
| IBIT | ISHARES BITCOIN TRUST ETF | 4.39% | 222.0K | $7.4M | -22.27%(-63.60K) | $57.33(-36.64%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.51% | 19.2K | $5.9M | +0.00%(+0) | $263.24(+16.50%) | 2026-06-30 | |
| PLTR | PALANTIR TECHNOLOGIES INC | 2.26% | 29.4K | $3.8M | +0.00%(+0) | $180.08(-1.89%) | 2026-06-30 | |
| TSLA | TESLA INC | 1.98% | 8.0K | $3.3M | -1.23%(-100) | $447.22(-25.80%) | 2026-06-30 | |
| LTPZ | PIMCO ETF TR | 1.97% | 66.5K | $3.3M | +35.38%(+17.37K) | $52.08(-8.26%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | -4.89% |
| Top 20 Holdings Unweighted | — | — | — | — | -0.44% |
Sjbenen Advisory LLC reports $176.48M in US-listed equity holdings across 29 positions in its most recent 13F filing. Its largest disclosed positions are SPY (38.0%), ITOT (10.5%) and VTI (10.4%). The top 20 holdings account for 98.37% of reported assets. Its disclosed equity book has returned -4.89% cumulatively over 2 quarters. 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 Sjbenen Advisory LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Sjbenen Advisory LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1813225). View Sjbenen Advisory LLC’s 13F filings on SEC