13F-HR filed by SJBENEN ADVISORY, LLC
SJBENEN ADVISORY, LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-11, with 34 holding rows worth $176,475,840.
- Accession
- 0002085853-26-000975
- Filer
- CIK 1813225
- Filed
- 2026-08-11
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 34 entries on the cover page, a total value of $176,475,840 stated on the cover page (in dollars after the unit check, H1), rows summing to $176,475,840 with VALUE read as dollars as filed, 13F file number 028-25915. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| SPY | 78462F103 | SHS | 86,012 | $64,162,822 | dollars as filed | |
| iShares Core S&P Total U.S. Stock Market ETF | 464287150 | SHS | 107,979 | $17,693,152 | dollars as filed | |
| VTI | 922908769 | COM | 47,687 | $17,595,035 | dollars as filed | |
| ISHARES TR | 464287432 | 20 YR TR BD ETF | 179,700 | $15,459,672 | dollars as filed | |
| COINBASE GLOBAL INC COM CL A | 19260Q107 | Stock | 50,300 | $7,930,232 | dollars as filed | |
| IShares Bitcoin Trust Registered | 46438F101 | SHS | 222,000 | $7,409,948 | dollars as filed | |
| Apple Inc | 037833100 | COM | 19,221 | $5,915,504 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 29,426 | $3,821,552 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 8,000 | $3,336,490 | dollars as filed | |
| PIMCO 15 YEAR US TIPS INDEX F | 72201R304 | 15+ YR US TIPS | 66,474 | $3,330,174 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 9,700 | $3,210,146 | dollars as filed | |
| Schwab U.S. Broad Market ETF | 808524102 | SHS | 105,153 | $3,040,505 | dollars as filed | |
| ISHARES TR | 46432F834 | COM | 31,690 | $3,016,415 | dollars as filed | |
| iShares 0-3 Month Treasury Bond ETF | 46436E718 | SHS | 27,935 | $2,811,603 | dollars as filed | |
| IShares Bitcoin Trust Registered | 46438F101 | SHS | 79,200 | $2,636,568 | dollars as filed | put |
| Vanguard FTSE All-World ex-US ETF | 922042775 | SHS | 27,418 | $2,292,449 | dollars as filed | |
| iShares TIPS Bond ETF | 464287176 | SHS | 15,400 | $1,685,222 | dollars as filed | put |
| Berkshire Hathaway Inc | 084670702 | COM | 3,137 | $1,574,851 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 1,940 | $1,332,262 | dollars as filed | |
| DIREXION SHARES ETF TRUST | 25460G849 | DAILY 20 YR TREA | 32,000 | $1,185,920 | dollars as filed | put |
| ISHARES TR | 464287432 | 20 YR TR BD ETF | 13,500 | $1,166,670 | dollars as filed | put |
| Tesla Motors, Inc | 88160R101 | COM | 2,500 | $1,051,500 | dollars as filed | put |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 1,302 | $974,691 | dollars as filed | |
| WELLS FARGO & CO | 949746804 | PERP PFD CNV A | 532 | $618,605 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 1,500 | $552,570 | dollars as filed | |
| Charles Schwab Corp | 808513105 | COM | 5,800 | $544,936 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 1,400 | $420,630 | dollars as filed | |
| BANK OF AMER CORP | 060505682 | 7.25%CNV PFD L | 254 | $316,564 | dollars as filed | |
| STATE STR SPDR DOW JONES IND | 78467X109 | UT SER 1 | 590 | $309,765 | dollars as filed | |
| Vanguard Real Estate | 922908553 | SHS | 3,200 | $309,746 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 2,231 | $250,960 | dollars as filed | |
| Vanguard Small-Cap Growth ETF | 922908595 | SHS | 650 | $232,047 | dollars as filed | |
| VANGUARD WORLD FD | 92204A603 | INDUSTRIAL ETF | 646 | $228,884 | dollars as filed | |
| NRX PHARMACEUTICALS INC | 629444209 | COM NEW | 15,000 | $57,750 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002085853-26-000975 | this filing | 2026-08-11 | acceptance time not in the bulk data set |