P/E Global LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 9, 2026), P/E Global LLC reported 7 stock positions worth $1.3 billion. Its top holding was Vanguard S&P 500 ETF (VOO) at 40.3% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 35.5%) and iShares MSCI Acwi ETF (ACWI, 15.8%). Compared with Q4 2025, it opened 2 new positions and reduced 5. The biggest buy was a new position in iShares Core MSCI Eafe ETF (IEFA) and the biggest sale iShares MSCI Acwi ETF (ACWI, shares −18%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001910344
- Portfolio Value
- $1.3B (Q1 2026)
- SEC Filing
- 0001910344-26-000004 ↗ filed Apr 9, 2026
Holdings Value
Holdings 7 stocks · $1.3B
| VOO Vanguard S&P 500 ETF | 40.26% | 854,860 | $510.8M | Reduce -3.4% |
| IVV iShares Core S&P 500 ETF | 35.48% | 689,234 | $450.2M | Reduce -1.5% |
| ACWI iShares MSCI Acwi ETF | 15.78% | 1,446,587 | $200.2M | Reduce -18.1% |
| BNDX Vanguard Total Intl Bond ETF | 3.68% | 971,692 | $46.7M | Reduce -23.8% |
| AGG iShares Core U.S. Aggregate | 2.45% | 312,957 | $31.1M | Reduce -25.6% |
| IEFA iShares Core MSCI Eafe ETF | 1.18% | 165,407 | $15.0M | New |
| VEA Vanguard Ftse Developed ETF | 1.17% | 232,135 | $14.9M | New |
Portfolio Sells Q4 2025 → Q1 2026
Portfolio Buys Q4 2025 → Q1 2026
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 |