P/E Global LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 30, 2025), P/E Global LLC reported 5 stock positions worth $444.4 million. Its top holding was iShares MSCI Acwi ETF (ACWI) at 58.9% of the portfolio, followed by Vanguard Total Intl Bond ETF (BNDX, 15.0%) and Vanguard S&P 500 ETF (VOO, 11.9%). Compared with Q3 2024, it opened 2 new positions and added to 3. The biggest buy was a new position in Vanguard S&P 500 ETF (VOO).

Most Recent 13F
Q2 2026
Location
BOSTON, MA
CIK
0001910344
Portfolio Value
$444.4M (Q4 2024)
SEC Filing
0001910344-25-000002 ↗ filed Jan 30, 2025

Holdings Value

0$500.0M$1.0B$1.5B$2.0B Q1 2024: $374.5M Q1 2024 Q2 2024: $368.1M Q2 2024 Q3 2024: $361.4M Q3 2024 Q4 2024: $444.4M $444.4M Q4 2024 Q1 2025: $441.8M Q1 2025 Q2 2025: $481.0M Q2 2025 Q3 2025: $500.0M Q3 2025 Q4 2025: $1.4B Q4 2025 Q1 2026: $1.3B Q1 2026 Q2 2026: $1.6B Q2 2026

Holdings 5 stocks · $444.4M
ACWI iShares MSCI Acwi ETF 58.95% 2,229,221 $261.9M Add +5.4%
BNDX Vanguard Total Intl Bond ETF 14.95% 1,354,458 $66.4M Add +4.4%
VOO Vanguard S&P 500 ETF 11.85% 97,738 $52.7M New
AGG iShares Core U.S. Aggregate 10.10% 463,274 $44.9M Add +8.3%
VEA Vanguard Ftse Developed ETF 4.15% 385,419 $18.4M New

Portfolio Sells Q3 2024 → Q4 2024
None this quarter.

Portfolio Buys Q3 2024 → Q4 2024
VOO Vanguard S&P 500 ETF New 11.85% +11.85
VEA Vanguard Ftse Developed ETF New 4.15% +4.15
AGG iShares Core U.S. Aggregate Add +8.3% 10.10% −1.88
BNDX Vanguard Total Intl Bond ETF Add +4.4% 14.95% −3.10
ACWI iShares MSCI Acwi ETF Add +5.4% 58.95% −11.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 8$1.6BVOO, IVV, ACWI, BNDX, AGG
Q1 2026 7$1.3BVOO, IVV, ACWI, BNDX, AGG
Q4 2025 5$1.4BVOO, IVV, ACWI, BNDX, AGG
Q3 2025 4$500.0MACWI, BNDX, VOO, AGG
Q2 2025 4$481.0MACWI, BNDX, VOO, AGG
Q1 2025 4$441.8MACWI, BNDX, VOO, AGG
Q4 2024 5$444.4MACWI, BNDX, VOO, AGG, VEA
Q3 2024 3$361.4MACWI, BNDX, AGG
Q2 2024 3$368.1MACWI, BNDX, AGG
Q1 2024 3$374.5MACWI, BNDX, AGG