DOSSIER · 13F-HR · Q2 2026

SEMITAM BONAM LLC

$136M in tracked AUM across 50 positions as of Q2 2026.

SB
CIK 0001922963 · last filed Jun 30, 2026
Total AUM
$136M
as of Q2 2026
Holdings
50
positions
Whale Score
64
64
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

1. Portfolio Overview

SEMITAM BONAM LLC manages a portfolio that has undergone significant expansion and strategic realignment during the reporting period ended December 31, 2025. The total portfolio value surged by 123.8%, growing from $53.66M to $120.08M. This dramatic increase in AUM suggests a substantial capital inflow or a consolidation of assets under management, rather than market appreciation alone.

The portfolio consists of 47 holdings, demonstrating a high de...

2. Key Holdings

The portfolio is heavily concentrated in its top positions, which are dominated by broad-market equity and fixed income ETFs.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$19M51K13.9%
02
IGIB
ISHARES TR
$11M216K8.4%
03
DFAU
DIMENSIONAL ETF TRUST
$10M194K7.4%
04
DFUS
DIMENSIONAL ETF TRUST
$8M102K6.1%
05
VEA
VANGUARD TAX-MANAGED FDS
$8M115K6.0%
06
IGSB
ISHARES TR
$8M154K5.9%
07
IEI
ISHARES TR
$5M47K4.0%
08
SHY
ISHARES TR
$5M66K4.0%
09
STIP
ISHARES TR
$5M51K3.9%
10
SPY
STATE STR SPDR S&P 500 ETF T
$5M7K3.6%

Filing history

2026Q2Jun 30
$136M 11.2%
50 positionsView →
2026Q1Mar 31
$122M 1.9%
44 positionsView →
2025Q4Dec 31
$120M 7.4%
47 positionsView →
2025Q3Sep 30
$112M 5.3%
44 positionsView →
2025Q2Jun 30
$106M
45 positionsLocked