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Portfolio (Quarterly) Guide ↗

SJBENEN ADVISORY, LLC

· CIK 0001813225
13F Portfolio $107M AUM Filed Jan 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 30 New
Page 1 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 ITOT ISHARES TR 109,033.0 $16.2M 15.12% NEW $148.69 +9.1%
2 IBIT ISHARES BITCOIN TRUST ETF Financial Services 299,800.0 $14.9M 13.89% NEW $49.65 -11.4%
3 COIN COINBASE GLOBAL INC Financial Services 59,900.0 $13.5M 12.64% NEW $226.14 -14.4%
4 SPY SPDR S&P 500 ETF TR Financial Services 92,608.0 $12.9M 12.04% NEW $139.30 +433.2%
5 VTI VANGUARD INDEX FDS 48,155.0 $7.7M 7.18% NEW $159.92 +128.3%
6 AAPL APPLE INC Technology 19,255.0 $5.2M 4.88% NEW $271.86 +12.2%
7 PLTR PALANTIR TECHNOLOGIES INC Technology 29,426.0 $5.2M 4.88% NEW $177.75 -22.8%
8 LTPZ PIMCO ETF TR 79,686.0 $4.1M 3.85% NEW $51.75 -2.6%
9 IBIT PUT ISHARES BITCOIN TRUST ETF Financial Services 79,200.0 $3.9M 3.67% NEW $49.65 -11.4%
10 JPM JPMORGAN CHASE & CO. Financial Services 9,118.0 $2.9M 2.74% NEW $322.22 -6.0%
11 TLT ISHARES TR 97,200.0 $2.8M 2.62% NEW $28.87 +191.7%
12 SCHB SCHWAB STRATEGIC TR 105,143.0 $2.8M 2.57% NEW $26.23 +9.0%
13 IXUS ISHARES TR 31,790.0 $2.7M 2.51% NEW $84.64 +12.4%
14 SDS PUT PROSHARES TR 37,100.0 $2.5M 2.37% NEW $68.49 -15.2%
15 IEF ISHARES TR 13,800.0 $1.3M 1.24% NEW $96.16 -2.5%
16 IWM ISHARES TR 4,700.0 $1.2M 1.08% NEW $246.16 +14.8%
17 SRS PUT PROSHARES TR 23,300.0 $1.1M 1.07% NEW $49.34 -17.3%
18 TSLA PUT TESLA INC Consumer Cyclical 2,500.0 $1.1M 1.05% NEW $449.72 -7.2%
19 IVV ISHARES TR 1,302.0 $892K 0.83% NEW $684.91 +8.9%
20 TIP PUT ISHARES TR 5,600.0 $615K 0.57% NEW $109.91 +0.4%
Page 1 of 2  ·  30 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 80.3%
Technology 18.9%
Consumer Cyclical 0.8%
Healthcare 0.1%