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P/E Global LLC

CIK 1910344 · latest 13F filed 23 July 2026 · Read the filing on EDGAR

P/E Global LLC reported 8 US-listed holdings worth $1.56 billion in its 13F for the quarter ended 30 June 2026, filed 23 July 2026. Its largest: Vanguard S&P 500 (40.6%), iShares Core S&P 500 ETF (36.0%) and iShares Trust (14.0%). Against the quarter before, it opened 1 position, added to 5, trimmed 2 and sold out of 0.

Reported holdings$1.56B+22.8% on Q1 2026
Positions8+1 on Q1 2026
The largest ten100.0%of its reported holdings
Latest 13FQ2 2026filed 23 July 2026
Where the money is
OpenedAdded toTrimmed
VOO40.6%IVV36.0%ACWI14.0%BNDX3.2%AGG2.1%URTH1.9%IEFA1.0%VEA1.0%

The 8 largest of its 8 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $361.4 million in 3 positions$361MQ3 24Q4 2024: $444.4 million in 5 positions$444MQ4 24Q1 2025: $441.8 million in 4 positions$442MQ1 25Q2 2025: $481.0 million in 4 positions$481MQ2 25Q3 2025: $500.0 million in 4 positions$500MQ3 25Q4 2025: $1.39 billion in 5 positions$1.39BQ4 25Q1 2026: $1.27 billion in 7 positions$1.27BQ1 26Q2 2026: $1.56 billion in 8 positions$1.56BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 1Added 5Trimmed 2
Opened: 1Added: 5Trimmed: 2

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 1

  1. iShares Inc. URTH$29.7 million

Added to 5

  1. Vanguard S&P 500 VOO+66,339 shares · +8%
  2. iShares Core S&P 500 ETF IVV+60,464 shares · +9%
  3. Vanguard Charlotte FDS BNDX+66,786 shares · +7%
  4. iShares Trust AGG+25,249 shares · +8%
  5. iShares Core MSCI Eafe ETF IEFA+3,431 shares · +2%

Trimmed 2

  1. iShares Trust ACWI-55,552 shares · -4%
  2. Vanguard Ftse Developed Markets VEA-3,951 shares · -2%

What it holds

CompanySharesValueOf its bookChange in shares
Vanguard S&P 500 VOO921,199$632.7 million40.60%+66,339
iShares Core S&P 500 ETF IVV749,698$561.4 million36.02%+60,464
iShares Trust ACWI1,391,035$218.4 million14.01%-55,552
Vanguard Charlotte FDS BNDX1,038,478$50.3 million3.23%+66,786
iShares Trust AGG338,206$33.5 million2.15%+25,249
iShares Inc. URTH146,536$29.7 million1.91%new
iShares Core MSCI Eafe ETF IEFA168,838$16.3 million1.05%+3,431
Vanguard Ftse Developed Markets VEA228,184$16.3 million1.04%-3,951
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before.