SJBENEN ADVISORY, LLC

Q1 2026 13F-HR Holdings

Location
Chapel Hill, NC
Holdings as of
3/31/2026
Date filed
4/13/2026
Form type
13F-HR
Num holdings
27
Total value ($000)
$119,823
Net value change ($000)
+12,633 (11.8%)
New positions
3
Sold out positions
3
Turnover %
3.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/14/2026 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)
SPY 27,844 215.8%
TLT 6,937 247.1%
SGOV 3,179 847.7%
TSLA 2,561 569.1%
VEU 1,466 491.9%
VOO 1,135 NEW
BRK-B 992 177.5%
SCHW 545 NEW
VNQ 204 NEW
VTI 179 2.3%
Top Reduces (Value $000, Stocks/ETFs)
ITOT -7,455 -46.0%
IBIT -3,912 -26.3%
COIN -3,611 -26.7%
LTPZ -1,618 -39.2%
IEF -1,327 -100.0%
PLTR -926 -17.7%
SCHB -840 -30.5%
IWM -810 -70.0%
IXUS -682 -25.3%
AAPL -357 -6.8%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 105 (0.1% of total reported value)
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