Calder Financial LLC

Est. AUM

$106.2M

13F long equity, this entity only

Positions

Period

Jun 2026 (Q2)

SEC EDGAR

View filings ↗

Jun 2026 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	S&P 500 ETF SHS	$16.4M	23838	15.42%	SOLE
2	VANGUARD BD INDEX FDS	VANGUARD ULTRA	$16.0M	320831	15.05%	SOLE
3	VANGUARD INDEX FDS	TOTAL STK MKT	$13.3M	35974	12.54%	SOLE
4	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$7.6M	130738	7.17%	SOLE
5	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$5.3M	22440	5.00%	SOLE
6	VANGUARD INDEX FDS	VALUE ETF	$4.9M	22378	4.59%	SOLE
7	VANGUARD INDEX FDS	GROWTH ETF	$4.8M	55893	4.54%	SOLE
8	STATE STR SPDR S&P 500 ETF T	TR UNIT	$3.5M	4635	3.26%	SOLE
9	VANGUARD WORLD FD	INDUSTRIAL ETF	$3.0M	8322	2.83%	SOLE
10	VANGUARD BD INDEX FDS	INTERMED TERM	$2.3M	30577	2.21%	SOLE
11	VANGUARD INDEX FDS	EXTEND MKT ETF	$2.2M	8774	2.03%	SOLE
12	VANGUARD INDEX FDS	SMALL CP ETF	$1.8M	6057	1.73%	SOLE
13	VANGUARD WORLD FD	CONSUM STP ETF	$1.7M	7668	1.63%	SOLE
14	VANGUARD INDEX FDS	MID CAP ETF	$1.7M	21367	1.62%	SOLE
15	VANGUARD INDEX FDS	LARGE CAP ETF	$1.7M	4896	1.59%	SOLE
16	ISHARES TR	TIPS BD ETF	$1.6M	14795	1.53%	SOLE
17	VANGUARD STAR FDS	VG TL INTL STK F	$1.6M	18496	1.49%	SOLE
18	VANGUARD WORLD FD	UTILITIES ETF	$1.5M	7899	1.46%	SOLE
19	MICROSOFT CORP	COM	$1.5M	3922	1.38%	SOLE
20	VANGUARD MALVERN FDS	STRM INFPROIDX	$1.4M	28792	1.36%	SOLE
21	MICRON TECHNOLOGY INC	COM	$1.3M	1139	1.24%	SOLE
22	VANGUARD WORLD FD	INF TECH ETF	$1.1M	9235	1.04%	SOLE
23	VERIZON COMMUNICATIONS INC	COM	$869K	20518	0.82%	SOLE
24	WILLIS TOWERS WATSON PLC LTD	SHS	$782K	2991	0.74%	SOLE
25	NVIDIA CORPORATION	COM	$743K	3712	0.70%	SOLE
26	SPDR GOLD TR	GOLD SHS	$728K	1975	0.69%	SOLE
27	AMETEK INC	COM	$718K	2966	0.68%	SOLE
28	INVESCO QQQ TR	UNIT SER 1	$585K	795	0.55%	SOLE
29	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$557K	6734	0.52%	SOLE
30	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$549K	3476	0.52%	SOLE
31	VANGUARD WORLD FD	FINANCIALS ETF	$539K	4099	0.51%	SOLE
32	APPLE INC	COM	$534K	1845	0.50%	SOLE
33	VANGUARD WORLD FD	MATERIALS ETF	$484K	2117	0.46%	SOLE
34	VANGUARD FIXED INCOME SECS F	HIGH-YIELD ACTV	$484K	6470	0.46%	SOLE
35	VANGUARD WORLD FD	ENERGY ETF	$382K	2546	0.36%	SOLE
36	ISHARES TR	US INFRASTRUC	$336K	5323	0.32%	SOLE
37	VANGUARD WORLD FD	HEALTH CAR ETF	$264K	883	0.25%	SOLE
38	ISHARES TR	ISHARES SEMICDTR	$234K	365	0.22%	SOLE
39	AMPLIFY ETF TR	AMPLIFY CYBERSEC	$227K	2165	0.21%	SOLE
40	ISHARES TR	CORE S&P500 ETF	$222K	296	0.21%	SOLE
41	STATE STR SPDR DOW JONES IND	UT SER 1	$219K	419	0.21%	SOLE
42	ISHARES TR	CORE 80 20 ETF	$218K	2230	0.21%	SOLE
43	SPDR SERIES TRUST	ST STR CONV ETF	$200K	1856	0.19%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.