P/E Global LLC holds a concentrated book of 8 stocks worth $1.6B as of Q2 2026 (disclosed Jul 23, 2026, a ~45-day 13F lag). This quarter they opened Ishares Msci World ETF and trimmed Ishares Msci Acwi ETF. Their largest long position is Vanguard S&P 500 ETF at 41% of the equity book. Cloning the disclosed picks since 2024 would be +26% (+13.8%/yr). That is a simulation of the disclosed long book, not audited returns.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1910344/holdings"
Use Arkolith to show P/E Global LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 4.0 points over this window.
Growth of $10,000 cloning P/E Global LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
0% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as P/E Global LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | 8 / 8 | $73.8B |
| BlackRock, Inc. | 8 / 8 | $66.2B |
| MORGAN STANLEY | 8 / 8 | $49.8B |
| JPMORGAN CHASE & CO | 8 / 8 | $48.8B |
| JONES FINANCIAL COMPANIES LLLP | 8 / 8 | $48.0B |
| ENVESTNET ASSET MANAGEMENT INC | 8 / 8 | $45.4B |
| RAYMOND JAMES FINANCIAL INC | 8 / 8 | $35.3B |
| WELLS FARGO & COMPANY/MN | 8 / 8 | $34.9B |
Ranked by how many of P/E Global LLC's top 8 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS S&P 500 ETF SHS | $632.7M | 921.2K | 40.6% | ▲+7.8% Added · +66K sh | |
| 2 | Ishares TR CORE S&P500 ETF | $561.4M | 749.7K | 36.0% | ▲+8.8% Added · +60K sh | |
| 3 | Ishares TR MSCI ACWI ETF | $218.4M | 1.39M | 14.0% | ▼−3.8% Reduced · −56K sh | |
| 4 | Vanguard Charlotte FDS TOTAL INT BD ETF | $50.3M | 1.04M | 3.2% | ▲+6.9% Added · +67K sh | |
| 5 | Ishares TR CORE US AGGBD ET | $33.5M | 338.2K | 2.1% | ▲+8.1% Added · +25K sh | |
| 6 | Ishares Inc MSCI WORLD ETF | $29.7M | 146.5K | 1.9% | ▲New New position | |
| 7 | Ishares TR CORE MSCI EAFE | $16.3M | 168.8K | 1.0% | ▲+2.1% Added · +3K sh | |
| 8 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $16.3M | 228.2K | 1.0% | ▼−1.7% Reduced · −4K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 23, 2026 | 8 | $1.6B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 9, 2026 | 7 | $1.3B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 22, 2026 | 5 | $1.4B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 22, 2025 | 4 | $500.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 10, 2025 | 4 | $481.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 17, 2025 | 4 | $441.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 30, 2025 | 5 | $444.4M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 17, 2024 | 3 | $361.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.