P/E Global LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 8, 2024), P/E Global LLC reported 3 stock positions worth $374.5 million. Its top holding was iShares MSCI Acwi ETF (ACWI) at 69.6% of the portfolio, followed by Vanguard Total Intl Bond ETF (BNDX, 16.8%) and iShares Core U.S. Aggregate (AGG, 13.5%). Compared with Q4 2023, it opened 2 new positions and reduced 1. The biggest buy was a new position in iShares MSCI Acwi ETF (ACWI) and the biggest sale iShares Core U.S. Aggregate (AGG, shares −92%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001910344
- Portfolio Value
- $374.5M (Q1 2024)
- SEC Filing
- 0001910344-24-000003 ↗ filed May 8, 2024
Holdings Value
Holdings 3 stocks · $374.5M
Portfolio Sells Q4 2023 → Q1 2024
| AGG iShares Core U.S. Aggregate | Reduce -92.3% | 13.53% | −86.47 |
Portfolio Buys Q4 2023 → Q1 2024
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 |