Calder Financial LLC
Portfolio value QoQ: +5.4% 13F does not disclose cash
Top 10 holdings weight72.61%
Top 25 holdings weight92.95%
Positions above 1%22
Effective number of positions12.6
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 6.57% Est. buys $9,845,995 · sells $6,791,562
New positions5
Increased15
Decreased21
Closed2
Portfolio value
$106.1M
Positions
43
As of
June 30, 2026 Data as of Q2 2026
Sector breakdown
Full portfolio 43 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| VOO | $16,372,441 | 15.42% | 23,838 | $2,111,745 | Up ×1 | ||
| VUSB | $15,970,960 | 15.05% | 320,831 | $-414,561 | Down ×2 | ||
| VTI | $13,311,958 | 12.54% | 35,974 | $1,582,884 | Down ×2 | ||
| VGSH | $7,608,949 | 7.17% | 130,738 | $-3,478,111 | Down ×1 | ||
| VIG | $5,309,799 | 5.00% | 22,440 | $346,038 | Down ×2 | ||
| VTV | $4,876,863 | 4.59% | 22,378 | $4,575 | Down ×2 | ||
| VUG | $4,814,591 | 4.54% | 55,893 | $715,145 | Up ×1 | ||
| SPY | $3,461,071 | 3.26% | 4,635 | $26,249 | Down ×1 | ||
| VIS | $2,999,070 | 2.83% | 8,322 | $174,524 | Down ×1 | ||
| BIV | $2,345,272 | 2.21% | 30,577 | $912,180 | Up ×1 | ||
| VXF | $2,160,170 | 2.04% | 8,774 | $359,750 | Up ×2 | ||
| VB | $1,835,869 | 1.73% | 6,057 | $81,612 | Down ×1 | ||
| VDC | $1,729,105 | 1.63% | 7,668 | $-207,746 | Down ×2 | ||
| VO | $1,721,576 | 1.62% | 21,367 | $220,779 | Up ×1 | ||
| VV | $1,683,699 | 1.59% | 4,896 | $203,405 | Down ×2 | ||
| TIP | $1,618,967 | 1.53% | 14,795 | $310,613 | Up ×1 | ||
| VXUS | $1,581,265 | 1.49% | 18,496 | $-165,253 | Down ×1 | ||
| VPU | $1,546,111 | 1.46% | 7,899 | $-91,085 | Down ×1 | ||
| MSFT | $1,462,969 | 1.38% | 3,922 | $-5,810 | Down ×1 | ||
| VTIP | $1,446,239 | 1.36% | 28,792 | $65,423 | Up ×1 | ||
| MU | $1,315,099 | 1.24% | 1,139 | $1,013,079 | Up ×1 | ||
| VGT | $1,103,743 | 1.04% | 9,235 | $373,764 | Up ×1 | ||
| VZ | $868,720 | 0.82% | 20,518 | $-157,613 | Down ×1 | ||
| WTW | $781,758 | 0.74% | 2,991 | $-78,244 | |||
| NVDA | $742,825 | 0.70% | 3,712 | $75,673 | Down ×2 | ||
| GLD | $727,551 | 0.69% | 1,975 | $-137,144 | |||
| AME | $717,540 | 0.68% | 2,966 | $17,572 | Down ×2 | ||
| QQQ | $585,080 | 0.55% | 795 | $144,210 | Up ×1 | ||
| VCIT | $556,553 | 0.52% | 6,734 | $326,762 | Up ×1 | ||
| VYM | $549,353 | 0.52% | 3,476 | $30,034 | Down ×1 | ||
| VFH | $539,433 | 0.51% | 4,099 | $10,368 | Down ×2 | ||
| AAPL | $533,826 | 0.50% | 1,845 | $75,942 | Up ×1 | ||
| VGHY | $484,279 | 0.46% | 6,470 | Up ×1 | |||
| VAW | $484,259 | 0.46% | 2,117 | $15,400 | Up ×2 | ||
| VDE | $382,260 | 0.36% | 2,546 | $-120,361 | Down ×2 | ||
| IFRA | $335,582 | 0.32% | 5,323 | $33,803 | Up ×1 | ||
| VHT | $263,968 | 0.25% | 883 | $22,161 | Up ×2 | ||
| SOXX | $233,981 | 0.22% | 365 | Up ×1 | |||
| HACK | $227,195 | 0.21% | 2,165 | Up ×1 | |||
| IVV | $221,985 | 0.21% | 296 | $-37,315 | Down ×2 | ||
| DIA | $219,139 | 0.21% | 419 | $18,878 | Down ×1 | ||
| AOA | $217,617 | 0.21% | 2,230 | Up ×1 | |||
| CWB | $200,157 | 0.19% | 1,856 | Up ×1 | |||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.