SJBENEN ADVISORY, LLC - Portfolio Stock Holdings
SJBENEN ADVISORY, LLC disclosed 29 stock positions in a recent SEC 13F filing. $158,039,927 of stock holdings were filed, with the largest holdings including SPY, ITOT, and VTI. This filing represented positions held on Sept. 30, 2026, and was filed today.We estimate the fund has a total AUM of $399,920,479 and has 2 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
29Est. Stock Holding Value:
$158,039,927Top Stock Holdings By Sector
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Portfolio Stock Holdings - SJBENEN ADVISORY, LLC
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Portfolio Options Holdings - SJBENEN ADVISORY, LLC
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