Sjbenen Advisory, LLC
Sjbenen Advisory, LLC reported 28 US-listed holdings worth $159.1 million in its 13F for the quarter ended 30 September 2026, filed 19 October 2026. Its largest: SPDR S&P 500 (36.2%), iShares Trust (12.3%) and VG Totl STK Vprs (11.5%). Against the quarter before, it opened 2 positions, added to 10, trimmed 6 and sold out of 3.
The 14 largest of its 28 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +10.6% over the 2 quarters to 30 September 2026, against +17.3% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held
Opened 2
- Zoom Video Communications in ZM$665,854
- Alphabet Inc. GOOGL$293,853
Added to 10
- iShares Trust ITOT+8,729 shares · +8%
- PIMCO 15 Year US Tips Index Exchange-Traded Fund LTPZ+14,974 shares · +23%
- SPDR Gold Trust GLD+1,700 shares · +113%
- iShares Trust IXUS+6,511 shares · +21%
- JPMorgan Chase & Co. JPM+1,661 shares · +17%
- iShares Trust SGOV+4,575 shares · +16%
- VG Totl STK Vprs VTI+710 shares · +1%
- iShares Core S&P 500 ETF IVV+283 shares · +22%
and 2 more in the table below
Trimmed 6
- iShares Trust TLT-163,700 shares · -91%
- SPDR S&P 500 SPY-10,841 shares · -13%
- Wells Fargo Co. New-314 shares · -59%
- Vanguard FTSE All-World ex-US ETF VEU-1,850 shares · -7%
- Coinbase Global, Inc. COIN-600 shares · -1%
- Vanguard S&P 500 VOO-3 shares · -0%
Sold out of 3
- iShares Russell 2000 ETF IWM$420,630 last quarter
- Bank America Corp.$316,564 last quarter
- Vanguard Real Estate ETF VNQ$309,746 last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| SPDR S&P 500 SPY | 75.2K | $57.5 million | 36.16% | -10.8K |
| iShares Trust ITOT | 116.7K | $19.6 million | 12.29% | +8.7K |
| VG Totl STK Vprs VTI | 48.4K | $18.3 million | 11.48% | +710 |
| iShares Bitcoin Trust ETF IBIT | 222.0K | $10.7 million | 6.70% | no change |
| Coinbase Global, Inc. COIN | 49.7K | $9.3 million | 5.87% | -600 |
| Apple Inc. AAPL | 19.3K | $6.4 million | 4.04% | +35 |
| Palantir Technologies Inc. PLTR | 29.4K | $5.5 million | 3.48% | no change |
| JPMorgan Chase & Co. JPM | 11.4K | $3.8 million | 2.38% | +1.7K |
| PIMCO 15 Year US Tips Index Exchange-Traded Fund LTPZ | 81.4K | $3.6 million | 2.29% | +15.0K |
| iShares Trust IXUS | 38.2K | $3.6 million | 2.28% | +6.5K |
| iShares Trust SGOV | 32.5K | $3.3 million | 2.05% | +4.6K |
| Schwab Strategic Trust SCHB | 105.2K | $3.1 million | 1.95% | no change |
| Tesla, Inc. TSLA | 8.0K | $2.9 million | 1.79% | no change |
| Vanguard FTSE All-World ex-US ETF VEU | 25.6K | $2.1 million | 1.33% | -1.9K |
| Berkshire Hathaway Inc. Class B BRKB | 3.2K | $1.6 million | 1.00% | +22 |
| Vanguard S&P 500 VOO | 1.9K | $1.4 million | 0.86% | -3 |
| iShares Trust TLT | 16.0K | $1.2 million | 0.78% | -163.7K |
| iShares Core S&P 500 ETF IVV | 1.6K | $1.2 million | 0.77% | +283 |
| SPDR Gold Trust GLD | 3.2K | $1.2 million | 0.77% | +1.7K |
| Zoom Video Communications in ZM | 7.1K | $665,854 | 0.42% | new |
| Charles Schwab Corp. SCHW | 5.8K | $568,349 | 0.36% | no change |
| SPDR Dow Jones Indl Average DIA | 590 | $300,643 | 0.19% | no change |
| Alphabet Inc. GOOGL | 866 | $293,853 | 0.18% | new |
| Cisco Systems, Inc. CSCO | 2.2K | $250,240 | 0.16% | no change |
| Wells Fargo Co. New | 218 | $235,222 | 0.15% | -314 |
| Vanguard Small Cap Growth ETF VBK | 650 | $224,468 | 0.14% | no change |
| Vanguard World FD VIS | 646 | $210,724 | 0.13% | no change |
| NRX Pharmaceuticals Inc NRXP | 15.0K | $41,978 | 0.03% | no change |
Read more
Change is shares against its 13F for the quarter before; the 3 it sold out of are in the box above.Options it reported
| Company | Option | Shares under the options | Value of those shares |
|---|---|---|---|
| iShares Bitcoin Trust ETF IBIT | Puts | 79.2K | $3.7 million |
| Tesla, Inc. TSLA | Puts | 2.5K | $887,025 |
| Direxion SHS ETF Trust TMV | Puts | 12.1K | $603,669 |
| iShares Trust TLT | Puts | 4.9K | $381,122 |
| iShares Trust TLT | Calls | 4.0K | $311,120 |
5 option lines. A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost; they are not counted in the holdings above.