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
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 ...
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.