P/E Global LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 23, 2026), P/E Global LLC reported 8 stock positions worth $1.6 billion. Its top holding was Vanguard S&P 500 ETF (VOO) at 40.6% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 36.0%) and iShares MSCI Acwi ETF (ACWI, 14.0%). Compared with Q1 2026, it opened 1 new position, added to 5 and reduced 2. The biggest buy was a new position in iShares MSCI World ETF (URTH) and the biggest sale iShares MSCI Acwi ETF (ACWI, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001910344
- Portfolio Value
- $1.6B (Q2 2026)
- SEC Filing
- 0001910344-26-000005 ↗ filed Jul 23, 2026
Holdings Value
Holdings 8 stocks · $1.6B
| VOO Vanguard S&P 500 ETF | 40.60% | 921,199 | $632.7M | Add +7.8% |
| IVV iShares Core S&P 500 ETF | 36.02% | 749,698 | $561.4M | Add +8.8% |
| ACWI iShares MSCI Acwi ETF | 14.01% | 1,391,035 | $218.4M | Reduce -3.8% |
| BNDX Vanguard Total Intl Bond ETF | 3.23% | 1,038,478 | $50.3M | Add +6.9% |
| AGG iShares Core U.S. Aggregate | 2.15% | 338,206 | $33.5M | Add +8.1% |
| URTH iShares MSCI World ETF | 1.91% | 146,536 | $29.7M | New |
| IEFA iShares Core MSCI Eafe ETF | 1.05% | 168,838 | $16.3M | Add +2.1% |
| VEA Vanguard Ftse Developed ETF | 1.04% | 228,184 | $16.3M | Reduce -1.7% |
Portfolio Sells Q1 2026 → Q2 2026
Portfolio Buys Q1 2026 → Q2 2026
| URTH iShares MSCI World ETF | New | 1.91% | +1.91 |
| IVV iShares Core S&P 500 ETF | Add +8.8% | 36.02% | +0.54 |
| VOO Vanguard S&P 500 ETF | Add +7.8% | 40.60% | +0.34 |
| IEFA iShares Core MSCI Eafe ETF | Add +2.1% | 1.05% | −0.13 |
| AGG iShares Core U.S. Aggregate | Add +8.1% | 2.15% | −0.30 |
| BNDX Vanguard Total Intl Bond ETF | Add +6.9% | 3.23% | −0.45 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 8 | $1.6B | VOO, IVV, ACWI, BNDX, AGG |
| Q1 2026 | 7 | $1.3B | VOO, IVV, ACWI, BNDX, AGG |
| Q4 2025 | 5 | $1.4B | VOO, IVV, ACWI, BNDX, AGG |
| Q3 2025 | 4 | $500.0M | ACWI, BNDX, VOO, AGG |
| Q2 2025 | 4 | $481.0M | ACWI, BNDX, VOO, AGG |
| Q1 2025 | 4 | $441.8M | ACWI, BNDX, VOO, AGG |
| Q4 2024 | 5 | $444.4M | ACWI, BNDX, VOO, AGG, VEA |
| Q3 2024 | 3 | $361.4M | ACWI, BNDX, AGG |
| Q2 2024 | 3 | $368.1M | ACWI, BNDX, AGG |
| Q1 2024 | 3 | $374.5M | ACWI, BNDX, AGG |