Calder Financial LLC
Calder Financial LLC reported 43 positions worth $106.1M as of June 30, 2026 (13F filed July 7, 2026). Largest holding: VOO (15.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VOO | SH | $16.4M | 15.42% | 23,838 | — | — | |
| ▸ 2 | VUSB | SH | $16.0M | 15.05% | 320,831 | — | — | |
| ▸ 3 | VTI | SH | $13.3M | 12.54% | 35,974 | — | — | |
| ▸ 4 | VGSH | SH | $7.6M | 7.17% | 130,738 | — | — | |
| ▸ 5 | VIG | SH | $5.3M | 5.00% | 22,440 | — | — | |
| ▸ 6 | VTV | SH | $4.9M | 4.59% | 22,378 | — | — | |
| ▸ 7 | VUG | SH | $4.8M | 4.54% | 55,893 | — | — | |
| ▸ 8 | SPY | SH | $3.5M | 3.26% | 4,635 | — | — | |
| ▸ 9 | VIS | SH | $3.0M | 2.83% | 8,322 | — | — | |
| ▸ 10 | BIV | SH | $2.3M | 2.21% | 30,577 | — | — |
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Frequently Asked Questions
What stocks does Calder Financial LLC hold as of Q2 2026?
Calder Financial LLC reported 43 positions worth $106.1M in its Q2 2026 13F filing. Largest positions: VOO (15.4%), VUSB (15.0%), VTI (12.5%), VGSH (7.2%) and VIG (5.0%).
What did Calder Financial LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Calder Financial LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.