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Calder Financial LLC

Q1 2026 13F Holdings

  • Location
    downingtown, PA
  • Num holdings

    40

  • Value ($000)

    $100,734

  • Date Filed
    04/07/2026
  • Form type
    13F-HR
  • CIK
    0002106810
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VUSB

VANGUARD BD INDEX FDS

VANGUARD ULTRA
92203C303
$16.39M
16 %

330,287

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$14.26M
14 %

23,677

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$11.73M
12 %

36,286

V
VGSH

VANGUARD SCOTTSDALE FDS

SHORT TERM TREAS
92206C102
$11.09M
11 %

190,042

V
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
921908844
$4.96M
5 %

23,014

V
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$4.87M
5 %

24,774

V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$4.1M
4 %

9,284

S
SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
78462F103
$3.43M
3 %

5,242

---

VANGUARD WORLD FD

INDUSTRIAL ETF
92204A603
$2.82M
3 %

8,899

---

VANGUARD WORLD FD

CONSUM STP ETF
92204A207
$1.94M
2 %

8,657

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