Investor
Calder Financial LLC
CIK 0002106810 · filed 2026-04-07 · SEC filing
13F book
$100.7M
Positions
40
3 new · 2 sold
Largest name
16.3%
Vanguard Bd Index Fds
Est. mark
−$1.62M
Price effect on 37 names still held. Flow $494.3K.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Bd Index Fds | — | 330.3K | $16.4M | 16.3% | −$76K | Cut−$104.9K |
| Vanguard Index Fds | — | 23.7K | $14.3M | 14.2% | −$587.8K | Cut−$969.7K |
| Vanguard Index Fds | — | 36.3K | $11.7M | 11.6% | −$436.6K | Cut−$640.4K |
| Vanguard Scottsdale Fds | — | 190K | $11.1M | 11.0% | −$68.7K | Added$748K |
| Vanguard Specialized Funds | — | 23K | $4.96M | 4.9% | −$94.3K | Cut−$169.7K |
| Vanguard Index Fds | — | 24.8K | $4.87M | 4.8% | $140.8K | Cut$19.3K |
| Vanguard Growth Etf | — | 9.28K | $4.1M | 4.1% | −$429.8K | Cut−$477.6K |
| Spdr S&P 500 Etf Tr | — | 5.24K | $3.43M | 3.4% | −$123.3K | Added$278.3K |
| Vanguard World Fd | — | 8.9K | $2.82M | 2.8% | $128.2K | Added$813.5K |
| Vanguard World Fd | — | 8.66K | $1.94M | 1.9% | $108.2K | Cut$1.14K |
| Vanguard Index Fds | — | 8.69K | $1.8M | 1.8% | −$16.5K | Added−$12.3K |
| Vanguard Index Fds | — | 6.66K | $1.75M | 1.7% | $32.7K | Added$204.7K |
| Vanguard Star Fds | — | 22.4K | $1.75M | 1.7% | $57K | Added$74.9K |
| Vanguard World Fd | — | 8.23K | $1.64M | 1.6% | $110.6K | Added$169.5K |
| Vanguard Index Fds | — | 5.19K | $1.5M | 1.5% | −$6.44K | Cut−$13.4K |
| Vanguard Index Fds | — | 4.92K | $1.48M | 1.5% | −$67.8K | Cut−$112.5K |
| Microsoft Corp | MSFT | 3.98K | $1.47M | 1.5% | −$453.2K | Added−$450.2K |
| Vanguard Bd Index Fds | — | 18.6K | $1.43M | 1.4% | −$18.3K | Cut−$126.2K |
| Vanguard Malvern Fds | — | 27.7K | $1.38M | 1.4% | $11.4K | Cut−$32.4K |
| Ishares Tr | — | 11.9K | $1.31M | 1.3% | $5.41K | Cut−$34K |
| Verizon Communications Inc | VZ | 20.8K | $1.03M | 1.0% | $179.7K | Added$181.2K |
| Spdr Gold Tr | — | 1.98K | $864.7K | 0.9% | $82K | Cut$57.4K |
| Willis Towers Watson Plc | WTW | 2.99K | $860K | 0.9% | −$122.8K | Held |
| Vanguard World Fd | — | 1.03K | $730K | 0.7% | −$48.7K | Cut−$176.1K |
| Ametek Inc/ | AME | 3.2K | $700K | 0.7% | $42.5K | Cut$12.9K |
| Nvidia Corp | NVDA | 3.8K | $667.2K | 0.7% | −$40.8K | Cut−$135.5K |
| Vanguard World Fd | — | 4.38K | $529.1K | 0.5% | −$55.4K | Cut−$78.1K |
| Vanguard Whitehall Fds | — | 3.51K | $519.3K | 0.5% | $13K | Added$99.4K |
| Vanguard World Fd | — | 3.01K | $502.6K | 0.5% | $123.3K | Cut$99.3K |
| Vanguard World Fd | — | 2.05K | $468.9K | 0.5% | $31.8K | Added$151.7K |
| Apple Inc. | AAPL | 1.79K | $457.9K | 0.5% | −$29.1K | Cut−$169.4K |
| Invesco Qqq Tr | — | 755 | $440.9K | 0.4% | −$22.7K | Cut−$42.4K |
| Honeywell Intl Inc | — | 1.44K | $327.6K | 0.3% | $47.3K | Added$48.9K |
| Micron Technology Inc | MU | 821 | $302K | 0.3% | — | New |
| Ishares Tr | — | 5.23K | $301.8K | 0.3% | — | New |
| Ishares Tr | — | 394 | $259.3K | 0.3% | −$10.5K | Cut−$33.8K |
| Vanguard World Fd | — | 881 | $241.8K | 0.2% | −$11.7K | Added−$11.2K |
| Vanguard Scottsdale Fds | — | 2.79K | $229.8K | 0.2% | −$3.42K | Cut−$43.4K |
| Spdr Dow Jones Indl Average | — | 430 | $200.3K | 0.2% | −$6.12K | Added−$69 |
| Acco Brands Corp | ACCO | 32K | $0 | 0.0% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.