DOSSIER · 13F-HR · Q2 2026

SJBENEN ADVISORY, LLC

$176M in tracked AUM across 34 positions as of Q2 2026.

SA
CIK 0001813225 · last filed Jun 30, 2026
Total AUM
$176M
as of Q2 2026
Holdings
34
positions
Whale Score
67
67
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026
Comprehensive Analysis of SJBENEN ADVISORY, LLC 13F Filing
Portfolio Overview

SJBENEN ADVISORY, LLC presents a portfolio with a total market value of approximately $107.19 million, distributed across 30 holdings. The portfolio structure indicates a "Core and Satellite" investment strategy, blending broad market exposure with high-conviction tactical positions. The strategy relies heavily on exchange-traded funds (ETFs) to establish a diversified base, while allocating significant ...

The portfolio is moderately concentrated, with the top 10 holdings accounting for roughly 83.5% of the total assets. The top three positions alone—iShares Bitcoin Trust, iShares Core S&P Total ETF, and Coinbase Global—comprise 45.32% of the portfolio, suggesting a strong tilt toward specific macro themes (digital assets and broad market equities) rather than a purely passive indexing approach.

Key Holdings
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
SPY
STATE STR SPDR S&P 500 ETF T
$64M86K36.4%
02
ITOT
ISHARES TR
$18M108K10.0%
03
VTI
VANGUARD INDEX FDS
$18M48K10.0%
04
TLT
ISHARES TR
$17M193K9.4%
05
IBIT
ISHARES BITCOIN TRUST ETF
$10M301K5.7%
06
COIN
COINBASE GLOBAL INC
$8M50K4.5%
07
AAPL
APPLE INC
$6M19K3.4%
08
TSLA
TESLA INC
$4M11K2.5%
09
PLTR
PALANTIR TECHNOLOGIES INC
$4M29K2.2%
10
LTPZ
PIMCO ETF TR
$3M66K1.9%

Filing history

2026Q2Jun 30
$176M 47.3%
34 positionsView →
2026Q1Mar 31
$120M 11.8%
27 positionsView →
2025Q4Dec 31
$107M
30 positionsView →