SJBENEN ADVISORY, LLC

13F Portfolio Filings

Most recent 13F
Q2 2026
Location
Chapel Hill, NC
CIK
0001813225
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2026 34 176,475 SPY, ITOT, VTI, TLT 13F-HR 8/10/2026 000208585326000975
Q1 2026 27 119,823 SPY, IBIT, COIN, TLT 13F-HR 4/13/2026 000208585326000365
Q4 2025 30 107,190 ITOT, IBIT, COIN, SPY 13F-HR 1/14/2026 000208585326000037