Calder Financial LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 23, 2026), Calder Financial LLC reported 39 stock positions worth $101.9 million. Its top holding was Vanguard Ultra Short Bond Et (VUSB) at 16.2% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 15.0%) and VG Morningstar TS MKT ETF-US (VTI, 12.1%).
- Most Recent 13F
- Q2 2026
- Location
- DOWNINGTOWN, PA
- CIK
- 0002106810
- Portfolio Value
- $101.9M (Q4 2025)
- SEC Filing
- 0001754960-26-000106 ↗ filed Jan 23, 2026
Holdings Value
Holdings 39 stocks · $101.9M
| VUSB Vanguard Ultra Short Bond Et | 16.19% | 330,867 | $16.5M | — |
| VOO Vanguard S&P 500 ETF | 14.95% | 24,286 | $15.2M | — |
| VTI VG Morningstar TS MKT ETF-US | 12.14% | 36,894 | $12.4M | — |
| VGSH Vanguard Short-Term Treasury | 10.15% | 176,044 | $10.3M | — |
| VIG Vanguard Dividend Apprec ETF | 5.04% | 23,357 | $5.1M | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 4.76% | 25,410 | $4.9M | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 4.49% | 9,382 | $4.6M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.10% | 4,629 | $3.2M | — |
| VIS Vanguard Industrials ETF | 1.97% | 6,740 | $2.0M | — |
| VDC Vanguard Consumer Staple ETF | 1.90% | 9,164 | $1.9M | — |
| MSFT Microsoft Corp. | 1.88% | 3,968 | $1.9M | — |
| VXF Vanguard Extended Market ETF | 1.78% | 8,668 | $1.8M | — |
| VXUS Vanguard Total Intl Stock | 1.64% | 22,158 | $1.7M | — |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 1.56% | 5,060 | $1.6M | — |
| BIV Vanguard Intermediate-Term B | 1.53% | 20,022 | $1.6M | — |
| VB Vanguard Most SM-Cap ETF-Usd | 1.52% | 6,007 | $1.5M | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.49% | 5,217 | $1.5M | — |
| VPU Vanguard Utilities ETF | 1.44% | 7,932 | $1.5M | — |
| VTIP Vanguard Short-Term Tips | 1.39% | 28,572 | $1.4M | — |
| TIP iShares Tips Bond ETF | 1.32% | 12,214 | $1.3M | — |
| WTW Willis Towers Watson PLC | 0.96% | 2,991 | $983K | — |
| VGT Vanguard Info Tech ETF | 0.89% | 1,202 | $906K | — |
| VZ Verizon Communications Inc. | 0.83% | 20,750 | $845K | — |
| GLD SPDR Gold Shares | 0.79% | 2,037 | $807K | — |
| NVDA Nvidia Corp. | 0.79% | 4,304 | $803K | — |
| AME Ametek Inc. | 0.67% | 3,346 | $687K | — |
| AAPL Apple Inc. | 0.62% | 2,307 | $627K | — |
| VFH Vanguard Financials ETF | 0.60% | 4,548 | $607K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.47% | 787 | $483K | — |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.45% | 1,822 | $458K | — |
| VYM Vanguard High DVD Yield ETF | 0.41% | 2,926 | $420K | — |
| VDE Vanguard Energy ETF | 0.40% | 3,203 | $403K | — |
| VAW Vanguard Materials ETF | 0.31% | 1,528 | $317K | — |
| IVV iShares Core S&P 500 ETF | 0.29% | 428 | $293K | — |
| HON Honeywell International Inc. | 0.27% | 1,429 | $279K | — |
| VCIT Vanguard Int-Term Corporate | 0.27% | 3,263 | $273K | — |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.27% | 1,285 | $272K | — |
| VHT Vanguard Health Care ETF | 0.25% | 879 | $253K | — |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.20% | 417 | $200K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.