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Calder Financial LLC

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13F filer, CIK 2106810, DOWNINGTOWN, PA

Calder Financial LLC reported $104,592,787 across 42 holdings for the quarter ended 2026-09-30, in a 13F-HR filed 2026-10-13. Its ten largest share positions make up 73.11% of the portfolio.

Accepted , ingested 13F-HR 0001754960-26-000848

Period
2026-09-30
Reported value
$105M
Holdings
42
Top 10 weight
73.11%
New
0
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BIVadded+4,934$359K
VGSHadded+1,246$71.7K
VYMadded+299$46.4K
SOXXadded+65$37K
NVDAadded+118$27K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
MUreduced-433-$461K
VOOreduced-467-$327K
VTIreduced-794-$297K
CWBexited-1,856-$200K
VTVreduced-904-$195K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2026

Share positions as resolved from 13F-HR 0001754960-26-000848, largest first. % of portfolio is the value over $104,592,787, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 24,286 shares; 2026Q1: 23,677 shares; 2026Q2: 23,838 shares; 2026Q3: 23,371 shares 23,371$16.4M15.66%-467Timeline
VUSBVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 330,867 shares; 2026Q1: 330,287 shares; 2026Q2: 320,831 shares; 2026Q3: 319,361 shares 319,361$15.8M15.13%-1,470Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 36,894 shares; 2026Q1: 36,286 shares; 2026Q2: 35,974 shares; 2026Q3: 35,180 shares 35,180$13.2M12.59%-794Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 176,044 shares; 2026Q1: 190,042 shares; 2026Q2: 130,738 shares; 2026Q3: 131,984 shares 131,984$7.6M7.26%+1,246Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 23,357 shares; 2026Q1: 23,014 shares; 2026Q2: 22,440 shares; 2026Q3: 22,291 shares 22,291$5.2M4.97%-149Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 9,382 shares; 2026Q1: 9,284 shares; 2026Q2: 55,893 shares; 2026Q3: 55,092 shares 55,092$4.96M4.75%-801Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 25,410 shares; 2026Q1: 24,774 shares; 2026Q2: 22,378 shares; 2026Q3: 21,474 shares 21,474$4.64M4.44%-904Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 4,629 shares; 2026Q1: 5,242 shares; 2026Q2: 4,635 shares; 2026Q3: 4,609 shares 4,609$3.51M3.36%-26Timeline
VISVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 6,740 shares; 2026Q1: 8,899 shares; 2026Q2: 8,322 shares; 2026Q3: 8,090 shares 8,090$2.59M2.48%-232Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 20,022 shares; 2026Q1: 18,636 shares; 2026Q2: 30,577 shares; 2026Q3: 35,511 shares 35,511$2.59M2.47%+4,934Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,968 shares; 2026Q1: 3,976 shares; 2026Q2: 3,922 shares; 2026Q3: 3,929 shares 3,929$2.02M1.93%+7Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 8,668 shares; 2026Q1: 8,688 shares; 2026Q2: 8,774 shares; 2026Q3: 8,165 shares 8,165$1.89M1.81%-609Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 5,060 shares; 2026Q1: 4,918 shares; 2026Q2: 4,896 shares; 2026Q3: 4,886 shares 4,886$1.72M1.64%-10Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 6,007 shares; 2026Q1: 6,660 shares; 2026Q2: 6,057 shares; 2026Q3: 5,955 shares 5,955$1.69M1.62%-102Timeline
VDCVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 9,164 shares; 2026Q1: 8,657 shares; 2026Q2: 7,668 shares; 2026Q3: 7,667 shares 7,667$1.67M1.6%-1Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 5,217 shares; 2026Q1: 5,193 shares; 2026Q2: 21,367 shares; 2026Q3: 20,646 shares 20,646$1.62M1.55%-721Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 22,158 shares; 2026Q1: 22,388 shares; 2026Q2: 18,496 shares; 2026Q3: 17,569 shares 17,569$1.49M1.43%-927Timeline
TIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 12,214 shares; 2026Q1: 11,855 shares; 2026Q2: 14,795 shares; 2026Q3: 13,802 shares 13,802$1.44M1.37%-993Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 28,572 shares; 2026Q1: 27,688 shares; 2026Q2: 28,792 shares; 2026Q3: 28,137 shares 28,137$1.38M1.32%-655Timeline
VPUVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 7,932 shares; 2026Q1: 8,228 shares; 2026Q2: 7,899 shares; 2026Q3: 7,885 shares 7,885$1.35M1.29%-14Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,202 shares; 2026Q1: 1,033 shares; 2026Q2: 9,235 shares; 2026Q3: 8,642 shares 8,642$1.09M1.04%-593Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 20,750 shares; 2026Q1: 20,780 shares; 2026Q2: 20,518 shares; 2026Q3: 20,824 shares 20,824$955K0.91%+306Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 4,304 shares; 2026Q1: 3,796 shares; 2026Q2: 3,712 shares; 2026Q3: 3,830 shares 3,830$875K0.84%+118Timeline
WTWWILLIS TOWERS WATSON PLC LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,991 shares; 2026Q1: 2,991 shares; 2026Q2: 2,991 shares; 2026Q3: 2,991 shares 2,991$862K0.82%0Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 821 shares; 2026Q2: 1,139 shares; 2026Q3: 706 shares 706$752K0.72%-433Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,037 shares; 2026Q1: 1,975 shares; 2026Q2: 1,975 shares; 2026Q3: 1,975 shares 1,975$752K0.72%0Timeline
AMEAMETEK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,346 shares; 2026Q1: 3,202 shares; 2026Q2: 2,966 shares; 2026Q3: 2,869 shares 2,869$711K0.68%-97Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,307 shares; 2026Q1: 1,791 shares; 2026Q2: 1,845 shares; 2026Q3: 1,846 shares 1,846$615K0.59%+1Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,926 shares; 2026Q1: 3,510 shares; 2026Q2: 3,476 shares; 2026Q3: 3,775 shares 3,775$586K0.56%+299Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,263 shares; 2026Q1: 2,785 shares; 2026Q2: 6,734 shares; 2026Q3: 6,853 shares 6,853$537K0.51%+119Timeline
VFHVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 4,548 shares; 2026Q1: 4,378 shares; 2026Q2: 4,099 shares; 2026Q3: 4,015 shares 4,015$522K0.5%-84Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 787 shares; 2026Q1: 755 shares; 2026Q2: 795 shares; 2026Q3: 695 shares 695$514K0.49%-100Timeline
VGHYVANGUARD FIXED INCOME SECS FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,470 shares; 2026Q3: 6,571 shares 6,571$475K0.45%+101Timeline
VAWVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,528 shares; 2026Q1: 2,053 shares; 2026Q2: 2,117 shares; 2026Q3: 2,048 shares 2,048$447K0.43%-69Timeline
VDEVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,203 shares; 2026Q1: 3,013 shares; 2026Q2: 2,546 shares; 2026Q3: 2,468 shares 2,468$425K0.41%-78Timeline
IFRAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 5,231 shares; 2026Q2: 5,323 shares; 2026Q3: 5,297 shares 5,297$291K0.28%-26Timeline
VHTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 879 shares; 2026Q1: 881 shares; 2026Q2: 883 shares; 2026Q3: 885 shares 885$280K0.27%+2Timeline
HACKAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,165 shares; 2026Q3: 2,165 shares 2,165$263K0.25%0Timeline
SOXXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 365 shares; 2026Q3: 430 shares 430$245K0.23%+65Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 428 shares; 2026Q1: 394 shares; 2026Q2: 296 shares; 2026Q3: 297 shares 297$228K0.22%+1Timeline
AOAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,230 shares; 2026Q3: 2,245 shares 2,245$218K0.21%+15Timeline
DIASTATE STR SPDR DOW JONES INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 417 shares; 2026Q1: 430 shares; 2026Q2: 419 shares; 2026Q3: 421 shares 421$214K0.2%+2Timeline

Sold out in Q3 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
CWBSPDR SERIES TRUST1,856$200Kshares

How Q3 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001754960-26-000848 base2026-10-13