Filed: 4/13/2026ACC: 0002085853-26-000365
📋 What this filing means
SJBENEN ADVISORY, LLC filed this quarterly 13F‑HR report disclosing 24 equity positions with a total reported market value of $119.82M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
24
Positions
$119.82M
Total AUM (reported)
1.02M
Total Shares
Allocation by class
TR UNIT$40.74M34.0%
COM$11.29M9.4%
SHS BEN INT$10.98M9.2%
COM CL A$9.94M8.3%
20 YR TR BD ETF$9.80M8.2%
CORE S&P TTL STK$8.76M7.3%
TOTAL STK MKT$7.88M6.6%
Portfolio Concentration
Top 3$61.66M51.5%
4–10$42.18M35.2%
11–25$15.98M13.3%
Top 3 weight
51.5%
Top 10 weight
86.7%
Voting Authority Distribution
Total shares with voting rights: 908.61K
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
908.61K
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole24
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings24
Rows:
STATE STR SPDR S&P 500 ETF T
SOLEShares62.65K
TypeSH
Market value$40.74M
34.00%
Sole
0.00
Shared
0.00
None
62.65K
ISHARES BITCOIN TRUST ETF
SOLEShares364.80K
TypeSH
Market value$10.98M
9.16%
Sole
0.00
Shared
0.00
None
285.60K
COINBASE GLOBAL INC
SOLEShares56.90K
TypeSH
Market value$9.94M
8.29%
Sole
0.00
Shared
0.00
None
56.90K
ISHARES TR
SOLEShares123.50K
TypeSH
Market value$9.80M
8.18%
Sole
0.00
Shared
0.00
None
112.40K
ISHARES TR
SOLEShares61.48K
TypeSH
Market value$8.76M
7.31%
Sole
0.00
Shared
0.00
None
61.48K
VANGUARD INDEX FDS
SOLEShares24.56K
TypeSH
Market value$7.88M
6.58%
Sole
0.00
Shared
0.00
None
24.56K
APPLE INC
SOLEShares19.22K
TypeSH
Market value$4.88M
4.07%
Sole
0.00
Shared
0.00
None
19.22K
PALANTIR TECHNOLOGIES INC
SOLEShares29.43K
TypeSH
Market value$4.30M
3.59%
Sole
0.00
Shared
0.00
None
29.43K
ISHARES TR
SOLEShares35.31K
TypeSH
Market value$3.55M
2.97%
Sole
0.00
Shared
0.00
None
35.31K
TESLA INC
SOLEShares10.60K
TypeSH
Market value$3.01M
2.51%
Sole
0.00
Shared
0.00
None
8.10K
JPMORGAN CHASE & CO
SOLEShares9.70K
TypeSH
Market value$2.85M
2.38%
Sole
0.00
Shared
0.00
None
9.70K
PIMCO ETF TR
SOLEShares49.10K
TypeSH
Market value$2.51M
2.09%
Sole
0.00
Shared
0.00
None
49.10K
ISHARES TR
SOLEShares23.19K
TypeSH
Market value$2.01M
1.68%
Sole
0.00
Shared
0.00
None
23.19K
SCHWAB STRATEGIC TR
SOLEShares76.43K
TypeSH
Market value$1.92M
1.60%
Sole
0.00
Shared
0.00
None
76.43K
VANGUARD INTL EQUITY INDEX F
SOLEShares23.49K
TypeSH
Market value$1.76M
1.47%
Sole
0.00
Shared
0.00
None
23.49K
BERKSHIRE HATHAWAY INC DEL
SOLEShares3.24K
TypeSH
Market value$1.55M
1.29%
Sole
0.00
Shared
0.00
None
3.24K
VANGUARD INDEX FDS
SOLEShares1.90K
TypeSH
Market value$1.14M
0.95%
Sole
0.00
Shared
0.00
None
1.90K
ISHARES TR
SOLEShares1.16K
TypeSH
Market value$757.1K
0.63%
Sole
0.00
Shared
0.00
None
1.16K
SCHWAB CHARLES CORP
SOLEShares5.80K
TypeSH
Market value$545.1K
0.45%
Sole
0.00
Shared
0.00
None
5.80K
ISHARES TR
SOLEShares1.40K
TypeSH
Market value$347.2K
0.29%
Sole
0.00
Shared
0.00
None
1.40K
BANK AMERICA CORP
SOLEShares264.00
TypeSH
Market value$314.6K
0.26%
Sole
0.00
Shared
0.00
None
264.00
VANGUARD INDEX FDS
SOLEShares2.30K
TypeSH
Market value$204.0K
0.17%
Sole
0.00
Shared
0.00
None
2.30K
ISHARES TR
SOLEShares15.40K
TypeSH
Market value$47.4K
0.04%
Sole
0.00
Shared
0.00
None
0.00
NRX PHARMACEUTICALS INC
SOLEShares15K
TypeSH
Market value$31.9K
0.03%
Sole
0.00
Shared
0.00
None
15K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 62.65K | SH | $40.74M 34.00% | 0.00 | 0.00 | 62.65K |
ISHARES BITCOIN TRUST ETFSOLE | SHS BEN INT | 364.80K | SH | $10.98M 9.16% | 0.00 | 0.00 | 285.60K |
COINBASE GLOBAL INCSOLE | COM CL A | 56.90K | SH | $9.94M 8.29% | 0.00 | 0.00 | 56.90K |
ISHARES TRSOLE | 20 YR TR BD ETF | 123.50K | SH | $9.80M 8.18% | 0.00 | 0.00 | 112.40K |
ISHARES TRSOLE | CORE S&P TTL STK | 61.48K | SH | $8.76M 7.31% | 0.00 | 0.00 | 61.48K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 24.56K | SH | $7.88M 6.58% | 0.00 | 0.00 | 24.56K |
APPLE INCSOLE | COM | 19.22K | SH | $4.88M 4.07% | 0.00 | 0.00 | 19.22K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 29.43K | SH | $4.30M 3.59% | 0.00 | 0.00 | 29.43K |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 35.31K | SH | $3.55M 2.97% | 0.00 | 0.00 | 35.31K |
TESLA INCSOLE | COM | 10.60K | SH | $3.01M 2.51% | 0.00 | 0.00 | 8.10K |
JPMORGAN CHASE & COSOLE | COM | 9.70K | SH | $2.85M 2.38% | 0.00 | 0.00 | 9.70K |
PIMCO ETF TRSOLE | 15+ YR US TIPS | 49.10K | SH | $2.51M 2.09% | 0.00 | 0.00 | 49.10K |
ISHARES TRSOLE | CORE MSCI TOTAL | 23.19K | SH | $2.01M 1.68% | 0.00 | 0.00 | 23.19K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 76.43K | SH | $1.92M 1.60% | 0.00 | 0.00 | 76.43K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 23.49K | SH | $1.76M 1.47% | 0.00 | 0.00 | 23.49K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 3.24K | SH | $1.55M 1.29% | 0.00 | 0.00 | 3.24K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 1.90K | SH | $1.14M 0.95% | 0.00 | 0.00 | 1.90K |
ISHARES TRSOLE | CORE S&P500 ETF | 1.16K | SH | $757.1K 0.63% | 0.00 | 0.00 | 1.16K |
SCHWAB CHARLES CORPSOLE | COM | 5.80K | SH | $545.1K 0.45% | 0.00 | 0.00 | 5.80K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 1.40K | SH | $347.2K 0.29% | 0.00 | 0.00 | 1.40K |
BANK AMERICA CORPSOLE | 7.25%CNV PFD L | 264.00 | SH | $314.6K 0.26% | 0.00 | 0.00 | 264.00 |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 2.30K | SH | $204.0K 0.17% | 0.00 | 0.00 | 2.30K |
ISHARES TRSOLE | TIPS BD ETF | 15.40K | SH | $47.4K 0.04% | 0.00 | 0.00 | 0.00 |
NRX PHARMACEUTICALS INCSOLE | COM NEW | 15K | SH | $31.9K 0.03% | 0.00 | 0.00 | 15K |