SJBENEN ADVISORY, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 14, 2026, for the 2025 Q4 period, SJBENEN ADVISORY, LLC held in its portfolio 26 assets valued at $107,190,102 (i.e. $107.19M).
The most valuable assets in the portfolio included: ISHARES BITCOIN TRUST ETF ($18.82M), ISHARES TR ($16.21M), and COINBASE GLOBAL INC ($13.55M).
The chart below shows the top 10 valuable assets, and the table below shows the top 26 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
SJBENEN ADVISORY, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES BITCOIN TRUST ETF | 379000 | 18817350 | SHS BEN INT |
| ISHARES TR | 109033 | 16212117 | CORE S&P TTL STK |
| COINBASE GLOBAL INC | 59900 | 13545786 | COM CL A |
| SPDR S&P 500 ETF TR | 92608 | 12900219 | TR UNIT |
| VANGUARD INDEX FDS | 48155 | 7700817 | TOTAL STK MKT |
| APPLE INC | 19255 | 5234744 | COM |
| PALANTIR TECHNOLOGIES INC | 29426 | 5230472 | CL A |
| PIMCO ETF TR | 79686 | 4123751 | 15+ YR US TIPS |
| ISHARES TR | 102800 | 3294648 | 20 YR TR BD ETF |
| JPMORGAN CHASE & CO. | 9118 | 2938002 | COM |
| SCHWAB STRATEGIC TR | 105143 | 2757913 | US BRD MKT ETF |
| ISHARES TR | 31790 | 2690706 | CORE MSCI TOTAL |
| PROSHARES TR | 37100 | 2540979 | ULTRASHRT S&P500 |
| ISHARES TR | 17300 | 1663568 | 7-10 YR TRSY BD |
| TESLA INC | 10600 | 1574020 | COM |
| ISHARES TR | 4700 | 1156952 | RUSSELL 2000 ETF |
| PROSHARES TR | 23300 | 1149622 | ULTRASHORT REAL |
| ISHARES TR | 1302 | 891750 | CORE S&P500 ETF |
| ISHARES TR | 5600 | 615496 | TIPS BD ETF |
| BERKSHIRE HATHAWAY INC DEL | 1112 | 558947 | CL B NEW |
| ISHARES TR | 43160 | 375321 | 0-3 MNTH TREASRY |
| BANK AMERICA CORP | 264 | 330528 | 7.25%CNV PFD L |
| VANGUARD INTL EQUITY INDEX F | 27543 | 297992 | ALLWRLD EX US |
| SPDR DOW JONES INDL AVERAGE | 590 | 283536 | UT SER 1 |
| WELLS FARGO CO NEW | 468 | 264216 | PERP PFD CNV A |
| NRX PHARMACEUTICALS INC | 15000 | 40650 | COM NEW |
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