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 | 36.16% | 75.2K | $57.5M | -12.60%(-10.84K) | $678.21(+13.01%) | 2026-09-30 | |
| ITOT | ISHARES TR | 12.29% | 116.7K | $19.6M | +8.08%(+8.73K) | $150.17(+11.02%) | 2026-09-30 | |
| VTI | VANGUARD INDEX FDS | 11.48% | 48.4K | $18.3M | +1.49%(+710) | $336.68(+11.54%) | 2026-09-30 | |
| IBIT | ISHARES BITCOIN TRUST ETF | 6.7% | 222.0K | $10.7M | +0.00%(+0) | $57.33(-19.23%) | 2026-09-30 | |
| COIN | COINBASE GLOBAL INC | 5.87% | 49.7K | $9.3M | -1.19%(-600) | $281.81(-40.23%) | 2026-09-30 | |
| AAPL | APPLE INC | 4.04% | 19.3K | $6.4M | +0.18%(+35) | $263.33(+30.23%) | 2026-09-30 | |
| PLTR | PALANTIR TECHNOLOGIES INC | 3.48% | 29.4K | $5.5M | +0.00%(+0) | $180.08(+7.81%) | 2026-09-30 | |
| JPM | JPMORGAN CHASE & CO | 2.38% | 11.4K | $3.8M | +17.12%(+1.66K) | $319.78(+4.30%) | 2026-09-30 | |
| LTPZ | PIMCO ETF TR | 2.29% | 81.4K | $3.6M | +22.53%(+14.97K) | $51.31(-10.19%) | 2026-09-30 | |
| IXUS | ISHARES TR | 2.28% | 38.2K | $3.6M | +20.55%(+6.51K) | $86.92(+7.27%) | 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 | — | — | — | — | -0.36% |
| Top 20 Holdings Unweighted | — | — | — | — | +5.25% |
Sjbenen Advisory LLC reports $165.02M in US-listed equity holdings across 28 positions in its most recent 13F filing. Its largest disclosed positions are SPY (36.2%), ITOT (12.3%) and VTI (11.5%). The top 20 holdings account for 98.69% of reported assets. Its disclosed equity book has returned -0.36% 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 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