← Every investor
Calder Financial LLC Portfolio
$104.6M across 42 positions as of 2026-09-30, with 73% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
—
a quarter missing or too little priced
3 years
—
a quarter missing or too little priced
5 years
—
a quarter missing or too little priced
Quarters ahead
1 of 3
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +0.3% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +10.9% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -2.3% | -4.6% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| VOOVanguard S&P 500 ETF | $16.4M | 15.7% | 23,371 |
| VANGUARD BD INDEX FDS | $15.8M | 15.1% | 319,361 |
| VTIVanguard Total Stock Market ETF | $13.2M | 12.6% | 35,180 |
| VGSHVanguard Short-Term Treasury ETF | $7.6M | 7.3% | 131,984 |
| VIGVanguard Div Appreciation ETF | $5.2M | 5.0% | 22,291 |
| VUGVanguard Growth ETF | $5M | 4.7% | 55,092 |
| VTVVanguard Value ETF | $4.6M | 4.4% | 21,474 |
| SPYState Street SPDR S&P 500 ETF Trust | $3.5M | 3.4% | 4,609 |
| VISVanguard Industrials ETF | $2.6M | 2.5% | 8,090 |
| BIVVanguard Intermediate-Term Bond ETF | $2.6M | 2.5% | 35,511 |
| MSFTMicrosoft Corp | $2M | 1.9% | 3,929 |
| VXFVanguard Extended Market ETF | $1.9M | 1.8% | 8,165 |
| VVVanguard Large-Cap ETF | $1.7M | 1.6% | 4,886 |
| VBVanguard Small-Cap ETF | $1.7M | 1.6% | 5,955 |
| VDCVanguard Consumer Staples ETF | $1.7M | 1.6% | 7,667 |
| VOVanguard Mid-Cap ETF | $1.6M | 1.5% | 20,646 |
| VXUSVanguard Total International Stock ETF | $1.5M | 1.4% | 17,569 |
| TIPiShares TIPS Bond ETF | $1.4M | 1.4% | 13,802 |
| VTIPVanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $1.4M | 1.3% | 28,137 |
| VPUVanguard Utilities ETF | $1.3M | 1.3% | 7,885 |
| VGTVanguard Information Tech ETF | $1.1M | 1.0% | 8,642 |
| VZVerizon Communications Inc | $955.2K | 0.9% | 20,824 |
| NVDANVIDIA Corp | $874.8K | 0.8% | 3,830 |
| WILLIS TOWERS WATSON PLC LTD | $862.1K | 0.8% | 2,991 |
| MUMicron Technology Inc | $752.2K | 0.7% | 706 |
| GLDSPDR Gold Shares | $752.2K | 0.7% | 1,975 |
| AMEAMETEK Inc | $710.7K | 0.7% | 2,869 |
| AAPLApple Inc | $614.9K | 0.6% | 1,846 |
| VYMVanguard High Dividend Yield ETF | $585.8K | 0.6% | 3,775 |
| VCITVanguard Intermediate-Term Corporate Bond ETF | $536.7K | 0.5% | 6,853 |
| VFHVanguard Financials ETF | $522.3K | 0.5% | 4,015 |
| QQQInvesco QQQ Trust, Series 1 | $514.4K | 0.5% | 695 |
| VANGUARD FIXED INCOME SECS F | $474.7K | 0.5% | 6,571 |
| VAWVanguard Materials ETF | $446.9K | 0.4% | 2,048 |
| VDEVanguard Energy ETF | $424.9K | 0.4% | 2,468 |
| IFRAiShares U.S. Infrastructure ETF | $291.5K | 0.3% | 5,297 |
| VHTVanguard Health Care ETF | $279.6K | 0.3% | 885 |
| HACKETFMG Prime Cyber Security ETF | $262.5K | 0.3% | 2,165 |
| SOXXiShares Semiconductor ETF | $244.8K | 0.2% | 430 |
| IVViShares Core S&P 500 ETF | $227.7K | 0.2% | 297 |
| AOAiShares Core Aggressive Allocation Fund | $218.4K | 0.2% | 2,245 |
| DIAState Street SPDR Dow Jones Industrial Average ETF Trust | $214.1K | 0.2% | 421 |
Quarter ending 2026-09-30.
Follow Calder Financial LLC by email
Calder Financial LLC's new 13F filings and what changed in them, with the rest of the week's filings. One email a week, free.
Unsubscribe with one click from any email.