Filed: 1/14/2026ACC: 0002085853-26-000037
📋 What this filing means
SJBENEN ADVISORY, LLC filed this quarterly 13F‑HR report disclosing 26 equity positions with a total reported market value of $107.19M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
26
Positions
$107.19M
Total AUM (reported)
1.25M
Total Shares
Allocation by class
SHS BEN INT$18.82M17.6%
CORE S&P TTL STK$16.21M15.1%
COM CL A$13.55M12.6%
TR UNIT$12.90M12.0%
COM$9.75M9.1%
TOTAL STK MKT$7.70M7.2%
CL A$5.23M4.9%
Portfolio Concentration
Top 3$48.58M45.3%
4–10$41.42M38.6%
11–25$17.15M16.0%
Rest$40.6K0.0%
Top 3 weight
45.3%
Top 10 weight
84.0%
Voting Authority Distribution
Total shares with voting rights: 1.10M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.10M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole26
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings26
Rows:
ISHARES BITCOIN TRUST ETF
SOLEShares379K
TypeSH
Market value$18.82M
17.56%
Sole
0.00
Shared
0.00
None
299.80K
ISHARES TR
SOLEShares109.03K
TypeSH
Market value$16.21M
15.12%
Sole
0.00
Shared
0.00
None
109.03K
COINBASE GLOBAL INC
SOLEShares59.90K
TypeSH
Market value$13.55M
12.64%
Sole
0.00
Shared
0.00
None
59.90K
SPDR S&P 500 ETF TR
SOLEShares92.61K
TypeSH
Market value$12.90M
12.03%
Sole
0.00
Shared
0.00
None
92.61K
VANGUARD INDEX FDS
SOLEShares48.16K
TypeSH
Market value$7.70M
7.18%
Sole
0.00
Shared
0.00
None
48.16K
APPLE INC
SOLEShares19.25K
TypeSH
Market value$5.23M
4.88%
Sole
0.00
Shared
0.00
None
19.25K
PALANTIR TECHNOLOGIES INC
SOLEShares29.43K
TypeSH
Market value$5.23M
4.88%
Sole
0.00
Shared
0.00
None
29.43K
PIMCO ETF TR
SOLEShares79.69K
TypeSH
Market value$4.12M
3.85%
Sole
0.00
Shared
0.00
None
79.69K
ISHARES TR
SOLEShares102.80K
TypeSH
Market value$3.29M
3.07%
Sole
0.00
Shared
0.00
None
97.20K
JPMORGAN CHASE & CO.
SOLEShares9.12K
TypeSH
Market value$2.94M
2.74%
Sole
0.00
Shared
0.00
None
9.12K
SCHWAB STRATEGIC TR
SOLEShares105.14K
TypeSH
Market value$2.76M
2.57%
Sole
0.00
Shared
0.00
None
105.14K
ISHARES TR
SOLEShares31.79K
TypeSH
Market value$2.69M
2.51%
Sole
0.00
Shared
0.00
None
31.79K
PROSHARES TR
SOLEShares37.10K
TypeSH
Market value$2.54M
2.37%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR
SOLEShares17.30K
TypeSH
Market value$1.66M
1.55%
Sole
0.00
Shared
0.00
None
13.80K
TESLA INC
SOLEShares10.60K
TypeSH
Market value$1.57M
1.47%
Sole
0.00
Shared
0.00
None
8.10K
ISHARES TR
SOLEShares4.70K
TypeSH
Market value$1.16M
1.08%
Sole
0.00
Shared
0.00
None
4.70K
PROSHARES TR
SOLEShares23.30K
TypeSH
Market value$1.15M
1.07%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR
SOLEShares1.30K
TypeSH
Market value$891.8K
0.83%
Sole
0.00
Shared
0.00
None
1.30K
ISHARES TR
SOLEShares5.60K
TypeSH
Market value$615.5K
0.57%
Sole
0.00
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.11K
TypeSH
Market value$558.9K
0.52%
Sole
0.00
Shared
0.00
None
1.11K
ISHARES TR
SOLEShares43.16K
TypeSH
Market value$375.3K
0.35%
Sole
0.00
Shared
0.00
None
43.16K
BANK AMERICA CORP
SOLEShares264.00
TypeSH
Market value$330.5K
0.31%
Sole
0.00
Shared
0.00
None
264.00
VANGUARD INTL EQUITY INDEX F
SOLEShares27.54K
TypeSH
Market value$298.0K
0.28%
Sole
0.00
Shared
0.00
None
27.54K
SPDR DOW JONES INDL AVERAGE
SOLEShares590.00
TypeSH
Market value$283.5K
0.26%
Sole
0.00
Shared
0.00
None
590.00
WELLS FARGO CO NEW
SOLEShares468.00
TypeSH
Market value$264.2K
0.25%
Sole
0.00
Shared
0.00
None
468.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES BITCOIN TRUST ETFSOLE | SHS BEN INT | 379K | SH | $18.82M 17.56% | 0.00 | 0.00 | 299.80K |
ISHARES TRSOLE | CORE S&P TTL STK | 109.03K | SH | $16.21M 15.12% | 0.00 | 0.00 | 109.03K |
COINBASE GLOBAL INCSOLE | COM CL A | 59.90K | SH | $13.55M 12.64% | 0.00 | 0.00 | 59.90K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 92.61K | SH | $12.90M 12.03% | 0.00 | 0.00 | 92.61K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 48.16K | SH | $7.70M 7.18% | 0.00 | 0.00 | 48.16K |
APPLE INCSOLE | COM | 19.25K | SH | $5.23M 4.88% | 0.00 | 0.00 | 19.25K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 29.43K | SH | $5.23M 4.88% | 0.00 | 0.00 | 29.43K |
PIMCO ETF TRSOLE | 15+ YR US TIPS | 79.69K | SH | $4.12M 3.85% | 0.00 | 0.00 | 79.69K |
ISHARES TRSOLE | 20 YR TR BD ETF | 102.80K | SH | $3.29M 3.07% | 0.00 | 0.00 | 97.20K |
JPMORGAN CHASE & CO.SOLE | COM | 9.12K | SH | $2.94M 2.74% | 0.00 | 0.00 | 9.12K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 105.14K | SH | $2.76M 2.57% | 0.00 | 0.00 | 105.14K |
ISHARES TRSOLE | CORE MSCI TOTAL | 31.79K | SH | $2.69M 2.51% | 0.00 | 0.00 | 31.79K |
PROSHARES TRSOLE | ULTRASHRT S&P500 | 37.10K | SH | $2.54M 2.37% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | 7-10 YR TRSY BD | 17.30K | SH | $1.66M 1.55% | 0.00 | 0.00 | 13.80K |
TESLA INCSOLE | COM | 10.60K | SH | $1.57M 1.47% | 0.00 | 0.00 | 8.10K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 4.70K | SH | $1.16M 1.08% | 0.00 | 0.00 | 4.70K |
PROSHARES TRSOLE | ULTRASHORT REAL | 23.30K | SH | $1.15M 1.07% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 1.30K | SH | $891.8K 0.83% | 0.00 | 0.00 | 1.30K |
ISHARES TRSOLE | TIPS BD ETF | 5.60K | SH | $615.5K 0.57% | 0.00 | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.11K | SH | $558.9K 0.52% | 0.00 | 0.00 | 1.11K |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 43.16K | SH | $375.3K 0.35% | 0.00 | 0.00 | 43.16K |
BANK AMERICA CORPSOLE | 7.25%CNV PFD L | 264.00 | SH | $330.5K 0.31% | 0.00 | 0.00 | 264.00 |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 27.54K | SH | $298.0K 0.28% | 0.00 | 0.00 | 27.54K |
SPDR DOW JONES INDL AVERAGESOLE | UT SER 1 | 590.00 | SH | $283.5K 0.26% | 0.00 | 0.00 | 590.00 |
WELLS FARGO CO NEWSOLE | PERP PFD CNV A | 468.00 | SH | $264.2K 0.25% | 0.00 | 0.00 | 468.00 |
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