P/E Global LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 22, 2026), P/E Global LLC reported 5 stock positions worth $1.4 billion. Its top holding was Vanguard S&P 500 ETF (VOO) at 40.0% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 34.5%) and iShares MSCI Acwi ETF (ACWI, 18.0%). Compared with Q3 2025, it opened 1 new position, added to 1 and reduced 3. The biggest buy was a new position in iShares Core S&P 500 ETF (IVV) and the biggest sale iShares MSCI Acwi ETF (ACWI, shares −17%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001910344
- Portfolio Value
- $1.4B (Q4 2025)
- SEC Filing
- 0001910344-26-000002 ↗ filed Jan 22, 2026
Holdings Value
Holdings 5 stocks · $1.4B
| VOO Vanguard S&P 500 ETF | 40.01% | 885,220 | $555.1M | Add +616.4% |
| IVV iShares Core S&P 500 ETF | 34.52% | 699,413 | $479.1M | New |
| ACWI iShares MSCI Acwi ETF | 18.00% | 1,765,619 | $249.8M | Reduce -16.8% |
| BNDX Vanguard Total Intl Bond ETF | 4.44% | 1,274,817 | $61.6M | Reduce -19.5% |
| AGG iShares Core U.S. Aggregate | 3.03% | 420,497 | $42.0M | Reduce -20.1% |
Portfolio Sells Q3 2025 → Q4 2025
Portfolio Buys Q3 2025 → Q4 2025
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 |