Calder Financial LLC
CIK: 0002106810SEC EDGAR →
Portfolio Value
$101.9M
Holdings
39
As of
Q4 2025
New Positions
39
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | 330,867 | $16.5M | 16.19% |
| 2 | VANGUARD INDEX FDS | 24,286 | $15.2M | 14.95% |
| 3 | VANGUARD INDEX FDS | 36,894 | $12.4M | 12.14% |
| 4 | VANGUARD SCOTTSDALE FDS | 176,044 | $10.3M | 10.15% |
| 5 | VANGUARD SPECIALIZED FUNDS | 23,357 | $5.1M | 5.04% |
| 6 | VANGUARD INDEX FDS | 25,410 | $4.9M | 4.76% |
| 7 | VANGUARD INDEX FDS | 9,382 | $4.6M | 4.49% |
| 8 | SPDR S&P 500 ETF TR | 4,629 | $3.2M | 3.10% |
| 9 | VANGUARD WORLD FD | 6,740 | $2.0M | 1.97% |
| 10 | VANGUARD WORLD FD | 9,164 | $1.9M | 1.90% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 32 | $96.2M | 94.5% |
| Technology | 3 | $3.3M | 3.3% |
| Unknown | 2 | $1.3M | 1.3% |
| Industrials | 2 | $965K | 0.9% |