Arkolith/Funds/Calder Financial LLC

Calder Financial LLC

CIK 2106810
Holdings as of Jun 30, 2026·disclosed Jul 7, 2026·~7-day 13F lag·13F-HR
Active Filer

Calder Financial LLC holds a focused book of 43 reported positions worth $106.1M as of Q2 2026 (disclosed Jul 7, 2026, a ~7-day 13F lag). This quarter they opened Vanguard High-Yield Act ETF and trimmed Vanguard Ultra Short Bond Et. Their largest long position is Vanguard S&P 500 ETF at 15% of the reported non-option book.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
55%
Top 10 holdings
73%
Top 20 holdings
88%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

7% mapped to company sectors

No sector on file yet
93%
Information Technology
4%
Financials
1%
Communication Services
1%

+1 sector below the cut, under 0.5% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Calder Financial LLC

Manager / fundShared namesTheir $ in those
Innovator Capital Management, LLC4 / 43$2.9B
Donor Advised Charitable Giving, Inc.5 / 43$4.4B
Swiss Re Ltd7 / 43$1.0B
Amtrust Financial Services, Inc.4 / 43$276.0M
Fortune 45 LLC8 / 43$189.3M
XP Advisory US, Inc.10 / 43$146.0M
Stuart Investment Advisors, Inc.6 / 43$191.7M
Shade Tree Advisors LLC10 / 43$131.8M

Ranked by the share of each fund's own book sitting in the names it shares with Calder Financial LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

43 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Index FDS
S&P 500 ETF SHS
$16.4M23.8K
15.4%
+0.7%
Added · +161 sh
2Vanguard BD Index FDS
VANGUARD ULTRA
$16.0M320.8K
15.0%
−2.9%
Reduced · −9K sh
3Vanguard Index FDS
TOTAL STK MKT
$13.3M36.0K
12.5%
−0.8%
Reduced · −312 sh
4Vanguard Scottsdale FDS
SHORT TERM TREAS
$7.6M130.7K
7.2%
−31%
Reduced · −59K sh
5Vanguard Specialized Funds
DIV APP ETF
$5.3M22.4K
5.0%
−2.5%
Reduced · −574 sh
6Vanguard Index FDS
VALUE ETF
$4.9M22.4K
4.6%
−9.7%
Reduced · −2K sh
7Vanguard Index FDS
GROWTH ETF
$4.8M55.9K
4.5%
+502%
Added · +47K sh
8State STR SPDR S&P 500 ETF T
TR UNIT
$3.5M4.6K
3.3%
−12%
Reduced · −607 sh
9Vanguard World FD
INDUSTRIAL ETF
$3.0M8.3K
2.8%
−6.5%
Reduced · −577 sh
10Vanguard BD Index FDS
INTERMED TERM
$2.3M30.6K
2.2%
+64%
Added · +12K sh
11Vanguard Index FDS
EXTEND MKT ETF
$2.2M8.8K
2.0%
+1.0%
Added · +86 sh
12Vanguard Index FDS
SMALL CP ETF
$1.8M6.1K
1.7%
−9.1%
Reduced · −603 sh
13Vanguard World FD
CONSUM STP ETF
$1.7M7.7K
1.6%
−11%
Reduced · −989 sh
14Vanguard Index FDS
MID CAP ETF
$1.7M21.4K
1.6%
+311%
Added · +16K sh
15Vanguard Index FDS
LARGE CAP ETF
$1.7M4.9K
1.6%
−0.4%
Reduced · −22 sh
16Ishares TR
TIPS BD ETF
$1.6M14.8K
1.5%
+25%
Added · +3K sh
17Vanguard Star FDS
VG TL INTL STK F
$1.6M18.5K
1.5%
−17%
Reduced · −4K sh
18Vanguard World FD
UTILITIES ETF
$1.5M7.9K
1.5%
−4.0%
Reduced · −329 sh
19Microsoft Corp
COM
$1.5M3.9K
1.4%
−1.4%
Reduced · −54 sh
20Vanguard Malvern FDS
STRM INFPROIDX
$1.4M28.8K
1.4%
+4.0%
Added · +1K sh
21Micron Technology Inc
COM
$1.3M1.1K
1.2%
+39%
Added · +318 sh
22Vanguard World FD
INF TECH ETF
$1.1M9.2K
1.0%
+794%
Added · +8K sh
23Verizon Communications Inc
COM
$869K20.5K
0.8%
−1.3%
Reduced · −262 sh
24Willis Towers Watson PLC Ltd
SHS
$782K3.0K
0.7%
Held
25Nvidia Corporation
COM
$743K3.7K
0.7%
−2.2%
Reduced · −84 sh
26SPDR Gold TR
GOLD SHS
$728K2.0K
0.7%
Held
27Ametek Inc
COM
$718K3.0K
0.7%
−7.4%
Reduced · −236 sh
28Invesco QQQ TR
UNIT SER 1
$585K795
0.6%
+5.3%
Added · +40 sh
29Vanguard Scottsdale FDS
INT-TERM CORP
$557K6.7K
0.5%
+142%
Added · +4K sh
30Vanguard Whitehall FDS
HIGH DIV YLD
$549K3.5K
0.5%
−1.0%
Reduced · −34 sh
31Vanguard World FD
FINANCIALS ETF
$539K4.1K
0.5%
−6.4%
Reduced · −279 sh
32Apple Inc
COM
$534K1.8K
0.5%
+3.0%
Added · +54 sh
33Vanguard Fixed Income Secs F
HIGH-YIELD ACTV
$484K6.5K
0.5%
New
New position
34Vanguard World FD
MATERIALS ETF
$484K2.1K
0.5%
+3.1%
Added · +64 sh
35Vanguard World FD
ENERGY ETF
$382K2.5K
0.4%
−15%
Reduced · −467 sh
36Ishares TR
US INFRASTRUC
$336K5.3K
0.3%
+1.8%
Added · +92 sh
37Vanguard World FD
HEALTH CAR ETF
$264K883
0.2%
+0.2%
Added · +2 sh
38Ishares TR
ISHARES SEMICDTR
$234K365
0.2%
New
New position
39Amplify ETF TR
AMPLIFY CYBERSEC
$227K2.2K
0.2%
New
New position
40Ishares TR
CORE S&P500 ETF
$222K296
0.2%
−25%
Reduced · −98 sh
41State STR SPDR Dow Jones Ind
UT SER 1
$219K419
0.2%
−2.5%
Reduced · −11 sh
42Ishares TR
CORE 80 20 ETF
$218K2.2K
0.2%
New
New position
43SPDR Series Trust
ST STR CONV ETF
$200K1.9K
0.2%
New
New position
Showing all 43 positions
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Filing history

As-of date vs the date the SEC received each filing

$106.1M · Q2 2026Q4 2025 · $101.9MQ2 2026 · $106.1M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 7, 20267d43$106.1M13F-HR
Q1 2026Mar 31, 2026Apr 7, 20267d40$100.7M13F-HR
Q4 2025Dec 31, 2025Jan 23, 202623d39$101.9M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.