Q3 2026 13F · SEC CIK 1813225

Sjbenen Advisory, LLC

Wealth managerFiled 2026-10-19 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $159.1M
Reported positions: 28
Holdings vs S&P 500, 3 yrs: —
Assets under management: $399.9M

Sjbenen Advisory, LLC is a wealth manager that reported 28 positions worth $159.1M in its Q3 2026 13F, filed 2026-10-19. Its largest holdings were State Str Spdr S&p 500 ETF T (SPY, 36.2%), Ishares Tr (ITOT, 12.3%), Vanguard Index Fds (VTI, 11.5%).

Sjbenen Advisory, LLC holdings all 28 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Sjbenen Advisory, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
SPYState Str Spdr S&p 500 ETF T	36.2%	38.0%	75,171	-12.6%	$57.5M
ITOTIshares Tr	12.3%	10.5%	116,708	+8.1%	$19.6M
VTIVanguard Index Fds	11.5%	10.4%	48,397	+1.5%	$18.3M
IBITIshares Bitcoin Trust ETF	6.7%	4.4%	222,000	+0.0%	$10.7M
COINCoinbase Global Inc	5.9%	4.7%	49,700	-1.2%	$9.3M
AAPLApple Inc	4.0%	3.5%	19,256	+0.2%	$6.4M
PLTRPalantir Technologies Inc	3.5%	2.3%	29,426	+0.0%	$5.5M
JPMJpmorgan Chase & Co	2.4%	1.9%	11,361	+17.1%	$3.8M
LTPZPIMCO 15 Year U.S. TIPS Index ETF	2.3%	2.0%	81,448	+22.5%	$3.6M
IXUSIshares Tr	2.3%	1.8%	38,201	+20.5%	$3.6M
SGOVIshares Tr	2.1%	1.7%	32,510	+16.4%	$3.3M
SCHBSchwab Strategic Tr	1.9%	1.8%	105,153	+0.0%	$3.1M
TSLATesla Inc	1.8%	2.0%	8,000	+0.0%	$2.9M
VEUVanguard Intl Equity Index F	1.3%	1.4%	25,568	-6.7%	$2.1M
BRK-BBerkshire Hathaway Inc Del	1.0%	0.9%	3,159	+0.7%	$1.6M
VOOVanguard Index Fds	0.9%	0.8%	1,937	-0.2%	$1.4M
TLTIshares Tr	0.8%	9.2%	16,000	-91.1%	$1.2M
IVVIshares Tr	0.8%	0.6%	1,585	+21.7%	$1.2M
GLDSpdr Gold Tr	0.8%	0.3%	3,200	+113.3%	$1.2M
ZMZoom Communications Inc	0.4%	New	7,100	—	$666K
SCHWCharles Schwab Corp (the)	0.4%	0.3%	5,800	+0.0%	$568K
DIASpdr Dow Jones Indl Average	0.2%	0.2%	590	+0.0%	$301K
GOOGLAlphabet Inc	0.2%	New	866	—	$294K
CSCOCisco Sys Inc	0.2%	0.1%	2,231	+0.0%	$250K
WFC-PLWells Fargo & Co	0.1%	0.4%	218	-59.0%	$235K
VBKVanguard Index Fds	0.1%	0.1%	650	+0.0%	$224K
VISVanguard Industrials ETF	0.1%	0.1%	646	+0.0%	$211K
NRXPNrx Pharmaceuticals Inc	0.0%	0.0%	15,000	+0.0%	$42K

What Sjbenen Advisory, LLC bought and sold in Q3 2026, against Q2 2026.

Sold out

Share counts compared with the Q2 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$159.1M	28
Q2 2026	$168.7M	29
Q1 2026	$119.7M	23
Q4 2025	$97.0M	23

Questions about Sjbenen Advisory, LLC's portfolio

What stocks does Sjbenen Advisory, LLC own?

Sjbenen Advisory, LLC's latest 13F, for Q3 2026 and filed Oct 19, 2026, lists 28 positions worth $159.1M. The largest are State Str Spdr S&p 500 ETF T (SPY) at 36.2%, Ishares Tr (ITOT) at 12.3%, Vanguard Index Fds (VTI) at 11.5%, Ishares Bitcoin Trust ETF (IBIT) at 6.7% and Coinbase Global Inc (COIN) at 5.9%.

What did Sjbenen Advisory, LLC buy last quarter?

In Q3 2026, Sjbenen Advisory, LLC added a new position in Zoom Communications Inc (ZM), a new position in Alphabet Inc (GOOGL), Spdr Gold Tr (GLD) (+113.3% shares), PIMCO 15 Year U.S. TIPS Index ETF (LTPZ) (+22.5% shares) and Ishares Tr (IVV) (+21.7% shares), compared with its Q2 2026 filing.

What did Sjbenen Advisory, LLC sell last quarter?

In Q3 2026, Sjbenen Advisory, LLC sold all of Ishares Tr (IWM), sold all of Bank of Amer Corp (BAC-PL), sold all of Vanguard Index Fds (VNQ), Ishares Tr (TLT) (-91.1% shares), Wells Fargo & Co (WFC-PL) (-59.0% shares) and State Str Spdr S&p 500 ETF T (SPY) (-12.6% shares), compared with its Q2 2026 filing.

When is Sjbenen Advisory, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Sjbenen Advisory, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Sjbenen Advisory, LLC manage?

Sjbenen Advisory, LLC reported $399.9M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $159.1M.