SJBENEN ADVISORY, LLC
All 13F Filings
- Location
- Chapel Hill, NC
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 176,476
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/10/2026 | 34 | 176,476 | 13F-HR | SJBENEN ADVISORY, LLC |
| Q1 2026 | 4/13/2026 | 27 | 119,823 | 13F-HR | SJBENEN ADVISORY, LLC |
| Q4 2025 | 1/14/2026 | 30 | 107,190 | 13F-HR | SJBENEN ADVISORY, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
7.726 K
(4.4% of total reported value)
· QoQ Δ:
+7.62 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 27.58 K | 16.3% | 155 | 0 | 155 |
| ETFs | 141.2 K | 83.7% | 48.88 K | 0 | 48.88 K |
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Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
176,476
Holdings
34
QoQ value change ($000)
56,653
(47.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.