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Portfolio (Quarterly) Guide ↗

ES4, LLC

· CIK 0002095578
13F Portfolio $155M AUM 32 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 15 Added 4 Reduced 3 Exited
Page 2 of 2  ·  32 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IVOG VANGUARD ADMIRAL FDS INC 12,075.0 $1.5M 0.97% $125.03 +11.3%
22 SPYG SPDR SERIES TRUST 13,929.0 $1.4M 0.88% -1K -6.8% $97.91 +20.8%
23 FLBR FRANKLIN TEMPLETON ETF TR 41,600.0 $994K 0.64% +30K +244.5% $23.89 -4.4%
24 IWD ISHARES TR 4,640.0 $991K 0.64% $213.65 +10.6%
25 VNAM GLOBAL X FDS 33,300.0 $760K 0.49% $22.83 +13.0%
26 ASEA GLOBAL X FDS 33,130.0 $644K 0.42% +642.0 +2.0% $19.43 +2.5%
27 EWP ISHARES INC 10,748.0 $584K 0.38% $54.31 +4.1%
28 XLRE SELECT SECTOR SPDR TR 12,930.0 $528K 0.34% +3K +34.3% $40.83 +9.1%
29 FLMX FRANKLIN TEMPLETON ETF TR 13,951.0 $512K 0.33% $36.72 +3.5%
30 ECH ISHARES INC 12,766.0 $508K 0.33% +7K +107.1% $39.76 +1.3%
31 FLAU FRANKLIN TEMPLETON ETF TR 9,205.0 $303K 0.20% $32.91 +4.2%
32 EPU ISHARES TR 3,405.0 $275K 0.18% NEW $80.71 +2.3%
Page 2 of 2  ·  32 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.