Calder Financial LLC Portfolio Holdings

Calder Financial LLC

  • $102 Billion
  • Q4 2025

Calder Financial LLC has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $102 Billion distributed in 39 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fds with a value of $16.5B, Vanguard Index Fds S&P 500 ETF with a value of $15.2B, Vanguard Total Stock Market Et with a value of $12.4B, Vanguard with a value of $10.3B, and Vanguard Dividend Appreciation with a value of $5.13B.

Examining the 13F form we can see an increase of $102B in the current position value.

Calder Financial LLC is based out at Downingtown, PA

Below you can find more details about Calder Financial LLC portfolio as well as his latest detailed transactions.

Portfolio value $102 Billion
ETFs: $79.2 Billion
Technology: $3.35 Billion
Financial Services: $983 Million
Industrials: $966 Million
Communication Services: $845 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$34.9B
$983 Million 0.96% of portfolio
2,991
Q4 2025 New
$172B
$845 Million 0.83% of portfolio
20,750
Q4 2025 New
$44.4B
$687 Million 0.67% of portfolio
3,346
Q4 2025 New
$132B
$279 Million 0.27% of portfolio
1,429
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 39
  • Current Value $102 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 23, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 39 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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