Institutional Fund
Calder Financial LLC
Downingtown, PACIK 21068102 filings on record
Portfolio Value
$100.73M
Q1 2026
Holdings
40
Reported positions
New Buys
3
Opened this quarter
QoQ Change
-1.1%
from $101.86M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Bd Index Fds16.3%
- Vanguard Index Fds14.2%
- Vanguard Index Fds11.6%
- Vanguard Scottsdale Fds11.0%
- Vanguard Specialized Funds4.9%
- Vanguard Index Fds4.8%
- Other37.2%
Portfolio Holdings
40 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Bd Index Fds | 330.3K | $16.39M | 16.3% | −580 | Reduced |
| 2 | Vanguard Index Fds | 23.7K | $14.26M | 14.2% | −609 | Reduced |
| 3 | Vanguard Index Fds | 36.3K | $11.73M | 11.6% | −608 | Reduced |
| 4 | Vanguard Scottsdale Fds | 190.0K | $11.09M | 11.0% | +14.0K | Added |
| 5 | Vanguard Specialized Funds | 23.0K | $4.96M | 4.9% | −343 | Reduced |
| 6 | Vanguard Index Fds | 24.8K | $4.87M | 4.8% | −636 | Reduced |
| 7 | Vanguard Index Fds | 9.3K | $4.10M | 4.1% | −98 | Reduced |
| 8 | Spdr S&P 500 ETF Tr | 5.2K | $3.43M | 3.4% | +613 | Added |
| 9 | Vanguard World Fd | 8.9K | $2.82M | 2.8% | +2.2K | Added |
| 10 | Vanguard World Fd | 8.7K | $1.94M | 1.9% | −507 | Reduced |
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