Calder Financial LLC — 13F holdings

Calder Financial LLC reported 42 holdings worth $105M in its 13F filing for Q3 2026, filed October 13, 2026.

Largest positions

  1. VOO VANGUARD INDEX FDS — $16.4M (15.7%)
  2. VUSB VANGUARD BD INDEX FDS — $15.8M (15.1%)
  3. VTI VANGUARD INDEX FDS — $13.2M (12.6%)
  4. VGSH VANGUARD SCOTTSDALE FDS — $7.60M (7.3%)
  5. VIG VANGUARD SPECIALIZED FUNDS — $5.20M (5.0%)
  6. VUG VANGUARD INDEX FDS — $4.96M (4.7%)
  7. VTV VANGUARD INDEX FDS — $4.64M (4.4%)
  8. SPY SPDR S&P 500 ETF TR — $3.51M (3.4%)
  9. VIS VANGUARD WORLD FD — $2.59M (2.5%)
  10. BIV VANGUARD BD INDEX FDS — $2.59M (2.5%)