Calder Financial LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on January 23, 2026, for the 2025 Q4 period, Calder Financial LLC held in its portfolio 39 assets valued at $101,855,613 (i.e. $101.86M).

The most valuable assets in the portfolio included: VANGUARD BD INDEX FDS ($16.49M), VANGUARD INDEX FDS ($15.23M), and VANGUARD INDEX FDS ($12.37M).

The chart below shows the top 10 valuable assets, and the table below shows the top 39 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Calder Financial LLC Portfolio

VANGUARD BD INDEX FDS

VANGUARD INDEX FDS

VANGUARD SCOTTSDALE FDS

VANGUARD SPECIALIZED FUNDS

VANGUARD INDEX FDS

SPDR S&P 500 ETF TR

VANGUARD WORLD FD

Calder Financial LLC - Stock Holdings in 13F Filings (SEC)

Items per page:

0 of 0

Name of Issuer	No. of Shares	Value ($)	Class
VANGUARD BD INDEX FDS	330867	16490389	VANGUARD ULTRA
VANGUARD INDEX FDS	24286	15230393	S&P 500 ETF SHS
VANGUARD INDEX FDS	36894	12369491	TOTAL STK MKT
VANGUARD SCOTTSDALE FDS	176044	10339085	SHORT TERM TREAS
VANGUARD SPECIALIZED FUNDS	23357	5133451	DIV APP ETF
VANGUARD INDEX FDS	25410	4852965	VALUE ETF
VANGUARD INDEX FDS	9382	4577058	GROWTH ETF
SPDR S&P 500 ETF TR	4629	3156474	TR UNIT
VANGUARD WORLD FD	6740	2011059	INDUSTRIAL ETF
VANGUARD WORLD FD	9164	1935713	CONSUM STP ETF
MICROSOFT CORP	3968	1918975	COM
VANGUARD INDEX FDS	8668	1812727	EXTEND MKT ETF
VANGUARD STAR FDS	22158	1671580	VG TL INTL STK F
VANGUARD INDEX FDS	5060	1592787	LARGE CAP ETF
VANGUARD BD INDEX FDS	20022	1559321	INTERMED TERM
VANGUARD INDEX FDS	6007	1549604	SMALL CP ETF
VANGUARD INDEX FDS	5217	1514204	MID CAP ETF
VANGUARD WORLD FD	7932	1467734	UTILITIES ETF
VANGUARD MALVERN FDS	28572	1413171	STRM INFPROIDX
ISHARES TR	12214	1342400	TIPS BD ETF
WILLIS TOWERS WATSON PLC LTD	2991	982843	SHS
VANGUARD WORLD FD	1202	906109	INF TECH ETF
VERIZON COMMUNICATIONS INC	20750	845152	COM
SPDR GOLD TR	2037	807283	GOLD SHS
NVIDIA CORPORATION	4304	802662	COM
AMETEK INC	3346	687029	COM
APPLE INC	2307	627277	COM
VANGUARD WORLD FD	4548	607150	FINANCIALS ETF
INVESCO QQQ TR	787	483222	UNIT SER 1
VANGUARD WORLD FD	1822	457605	MEGA CAP INDEX
VANGUARD WHITEHALL FDS	2926	419884	HIGH DIV YLD
VANGUARD WORLD FD	3203	403281	ENERGY ETF
VANGUARD WORLD FD	1528	317130	MATERIALS ETF
ISHARES TR	428	293133	CORE S&P500 ETF
HONEYWELL INTL INC	1429	278694	COM
VANGUARD SCOTTSDALE FDS	3263	273236	INT-TERM CORP
VANGUARD INDEX FDS	1285	272052	SM CP VAL ETF
VANGUARD WORLD FD	879	252960	HEALTH CAR ETF
SPDR DOW JONES INDL AVERAGE	417	200330	UT SER 1