DOSSIER · 13F-HR · Q1 2026

P/E Global LLC

P/E Global's holding co. based in Greenwich, CT $1.3B in tracked AUM across 7 positions as of Q1 2026.

PG
P/E Global·Greenwich, CT·Holding Co.
CIK 0001910344 · last filed Mar 31, 2026
Total AUM
$1.3B
9.7%
vs prior
Holdings
7
positions
Whale Score
77
77
strong
Activity
no data
changes this Q
Top sector
Tech
9% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Portfolio Overview

The filing for P/E Global LLC (CIK: 0001910344) as of December 31, 2025, reveals a dramatic transformation in the firm's portfolio structure and scale. The total portfolio value surged by approximately 17,706,363%, growing from a nominal $78,360 in the previous quarter to $1.39 billion. This exponential increase suggests a significant capital inflow, a strategic pivot by the firm, or potentially the consolidation of reporting entities. Despite the massive growth in assets...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$511M855K40.3%
02
IVV
ISHARES TR
$450M689K35.5%
03
ACWI
ISHARES TR
$200M1.4M15.8%
04
BNDX
VANGUARD CHARLOTTE FDS
$47M972K3.7%
05
AGG
ISHARES TR
$31M313K2.4%
06
IEFA
ISHARES TR
$15M165K1.2%
07
VEA
VANGUARD TAX-MANAGED FDS
$15M232K1.2%

Filing history

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