Institutions / Calder Financial LLC

Calder Financial LLC

CIK 2106810 · Institution · as of Dec 31, 2025

Portfolio value

$101.86M

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 39 →

Company	Class	Value	Shares	% of portfolio
Vanguard Bd Index Fds	—	$16.49M	330,867	16.2%
Vanguard Index Fds	—	$15.23M	24,286	15.0%
Vanguard Index Fds	—	$12.37M	36,894	12.1%
Vanguard Scottsdale Fds	—	$10.34M	176,044	10.2%
Vanguard Specialized Funds	—	$5.13M	23,357	5.0%
Vanguard Index Fds	—	$4.85M	25,410	4.8%
Vanguard Index Fds	—	$4.58M	9,382	4.5%
SPDR S&P 500 ETF Tr	—	$3.16M	4,629	3.1%
Vanguard World Fd	—	$2.01M	6,740	2.0%
Vanguard World Fd	—	$1.94M	9,164	1.9%
Microsoft Corp	—	$1.92M	3,968	1.9%
Vanguard Index Fds	—	$1.81M	8,668	1.8%
Vanguard Star Fds	—	$1.67M	22,158	1.6%
Vanguard Index Fds	—	$1.59M	5,060	1.6%
Vanguard Bd Index Fds	—	$1.56M	20,022	1.5%
Vanguard Index Fds	—	$1.55M	6,007	1.5%
Vanguard Index Fds	—	$1.51M	5,217	1.5%
Vanguard World Fd	—	$1.47M	7,932	1.4%
Vanguard Malvern Fds	—	$1.41M	28,572	1.4%
iShares Tr	—	$1.34M	12,214	1.3%
Willis Towers Watson PLC	—	$982.8K	2,991	1.0%
Vanguard World Fd	—	$906.1K	1,202	0.9%
Verizon Communications Inc	—	$845.2K	20,750	0.8%
SPDR Gold Tr	—	$807.3K	2,037	0.8%
NVIDIA Corp	—	$802.7K	4,304	0.8%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.