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Portfolio (Quarterly) Guide ↗

ES4, LLC

· CIK 0002095578
13F Portfolio $190M AUM 32 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 1 New 17 Added 1 Reduced 1 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 $1.8M 0.93% $146.31 -3.2%
22 SPYG SPDR SERIES TRUST 13,946.0 $1.7M 0.87% $118.99 +1.9%
23 IWD ISHARES TR 4,654.0 $1.1M 0.59% $242.44 +6.6%
24 FLBR FRANKLIN TEMPLETON ETF TR 41,600.0 $891K 0.47% $21.41 +2.7%
25 VNAM GLOBAL X FDS 33,300.0 $839K 0.44% $25.19 -1.3%
26 XLRE SELECT SECTOR SPDR TR 17,836.0 $785K 0.41% +5K +37.9% $44.03 +1.0%
27 ASEA GLOBAL X FDS 33,130.0 $650K 0.34% $19.61 +9.4%
28 EWP ISHARES INC 10,916.0 $648K 0.34% +168.0 +1.6% $59.39 +5.0%
29 ECH ISHARES INC 12,967.0 $515K 0.27% +201.0 +1.6% $39.70 +3.3%
30 FLMX FRANKLIN TEMPLETON ETF TR 13,951.0 $511K 0.27% $36.62 +1.3%
31 FLAU FRANKLIN TEMPLETON ETF TR 9,205.0 $310K 0.16% $33.66 +6.5%
32 EPU ISHARES TR 3,405.0 $284K 0.15% $83.50 +10.5%
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.