Calder Financial LLC
All 13F Filings
- Location
- Downingtown, PA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 106,149
- 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 | 7/7/2026 | 43 | 106,149 | 13F-HR | Calder Financial LLC |
| Q1 2026 | 4/7/2026 | 40 | 100,734 | 13F-HR | Calder Financial LLC |
| Q4 2025 | 1/23/2026 | 39 | 101,856 | 13F-HR | Calder Financial LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 6.424 K | 6.1% | 614 | 0 | 614 |
| ETFs | 99.73 K | 93.9% | 4.801 K | 0 | 4.801 K |
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Fund Snapshot
Q2 2026
Latest filed
7/7/2026
Total value ($000)
106,149
Holdings
43
QoQ value change ($000)
5,415
(5.4%)
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.