Calder Financial LLC

Q3 2026 13F-HR Holdings

Location
Downingtown, PA
Holdings as of
9/30/2026
Date filed
10/13/2026
Form type
13F-HR
Num holdings
42
Total value ($000)
$104,593
Net value change ($000)
-1,556 (-1.5%)
New positions
0
Sold out positions
1
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
MSFT 552 37.7%
BIV 242 10.3%
VUG 149 3.1%
NVDA 132 17.8%
VZ 86 9.9%
AAPL 81 15.2%
WTW 80 10.2%
SPY 54 1.6%
VDE 43 11.3%
VYM 37 6.7%
Top Reduces (Value $000, Stocks/ETFs)
MU -563 -42.8%
VIS -406 -13.5%
VXF -269 -12.5%
VTV -237 -4.9%
CWB -200 -100.0%
VPU -198 -12.8%
TIP -183 -11.3%
VUSB -147 -0.9%
VTI -146 -1.1%
VB -142 -7.7%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type