Chandler Asset Management, Inc.

Q1 2026 13F-HR Holdings

Location
San Diego, CA
Holdings as of
3/31/2026
Date filed
5/14/2026
Form type
13F-HR
Num holdings
23
Total value ($000)
$659,390
Net value change ($000)
+27,526 (4.4%)
New positions
4
Sold out positions
7
Turnover %
46.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
USHY 29,027 NEW
VWO 27,307 119.5%
TDTF 26,320 NEW
IAU 9,627 NEW
BCI 9,164 NEW
IVV 6,402 5.5%
VNQI 6,207 48.9%
VGSH 1 0.0%
Top Reduces (Value $000, Stocks/ETFs)
BND -124,592 -100.0%
IJH -35,888 -36.8%
JNK -27,202 -100.0%
VB -17,047 -25.4%
BNDX -6,911 -100.0%
VNQ -5,249 -14.2%
VCSH -4,175 -100.0%
VEA -2,759 -4.8%
SCHM -1,641 -100.0%
VTI -1,102 -3.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type