Investor
SJBENEN ADVISORY, LLC
CIK 0001813225 · filed 2026-04-13 · SEC filing
13F book
$119.8M
Positions
23
3 new · 3 sold
Largest name
34.0%
Spdr S&P 500 Etf Tr
Est. mark
$40.7M
Price effect on 20 names still held. Flow −$18M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Spdr S&P 500 Etf Tr | — | 62.7K | $40.7M | 34.0% | $32M | Cut$27.8M |
| Ishares Bitcoin Trust Etf | IBIT | 285.6K | $11M | 9.2% | −$3.21M | Cut−$3.91M |
| Coinbase Global, Inc. | COIN | 56.9K | $9.94M | 8.3% | −$2.93M | Cut−$3.61M |
| Ishares Tr | — | 112.4K | $9.74M | 8.1% | $5.62M | Added$6.94M |
| Ishares Tr | — | 61.5K | $8.76M | 7.3% | −$384.9K | Cut−$7.46M |
| Vanguard Index Fds | — | 24.6K | $7.88M | 6.6% | $3.95M | Cut$178.9K |
| Apple Inc. | AAPL | 19.2K | $4.88M | 4.1% | −$347.3K | Cut−$356.6K |
| Palantir Technologies Inc. | PLTR | 29.4K | $4.3M | 3.6% | −$926K | Held |
| Ishares 0-3 Month | — | 35.3K | $3.55M | 3.0% | $3.25M | Cut$3.18M |
| Tesla, Inc. | TSLA | 8.1K | $3.01M | 2.5% | $2.56M | Held |
| Jpmorgan Chase & Co. | — | 9.7K | $2.85M | 2.4% | −$255.9K | Added−$84.7K |
| Pimco Etf Tr | — | 49.1K | $2.51M | 2.1% | −$35.4K | Cut−$1.62M |
| Ishares Tr | — | 23.2K | $2.01M | 1.7% | $46.4K | Cut−$681.9K |
| Schwab Strategic Tr | — | 76.4K | $1.92M | 1.6% | −$86.4K | Cut−$839.6K |
| Vanguard Intl Equity Index F | — | 23.5K | $1.76M | 1.5% | $1.51M | Cut$1.47M |
| Berkshire Hathaway Inc Del | — | 3.24K | $1.55M | 1.3% | −$26.1K | Added$992.2K |
| Vanguard Index Fds | — | 1.9K | $1.14M | 0.9% | — | New |
| Ishares Tr | — | 1.16K | $757.1K | 0.6% | −$36.7K | Cut−$134.7K |
| Schwab Charles Corp | — | 5.8K | $545.1K | 0.5% | — | New |
| Ishares Tr | — | 1.4K | $347.2K | 0.3% | $2.58K | Cut−$809.8K |
| Bank America Corp | — | 264 | $314.6K | 0.3% | −$16K | Held |
| Vanguard Index Fds | — | 2.3K | $204K | 0.2% | — | New |
| NRX Pharmaceuticals, Inc. | NRXP | 15K | $31.9K | 0.0% | −$8.7K | Held |
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.