Sjbenen Advisory, LLC Portfolio Holdings

Sjbenen Advisory, LLC

  • $107 Billion
  • Q4 2025

Sjbenen Advisory, LLC has filed its 13F form on January 14, 2026 for Q4 2025 where it was disclosed a total value porftolio of $107 Billion distributed in 30 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $16.2B, Ishares Bitcoin Trust ETF with a value of $14.9B, Coinbase Global, Inc. with a value of $13.5B, Spdr S&P 500 ETF Trust with a value of $12.9B, and Vanguard Total Stock Market Et with a value of $7.7B.

Examining the 13F form we can see an increase of $107B in the current position value.

Sjbenen Advisory, LLC is based out at Chapel Hill, NC

Below you can find more details about Sjbenen Advisory, LLC portfolio as well as his latest detailed transactions.

Portfolio value $107 Billion
ETFs: $55 Billion
Technology: $24 Billion
Financial Services: $3.5 Billion
Consumer Cyclical: $1.57 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 30
  • Current Value $107 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 14, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 23 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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