Sjbenen Advisory, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 14, 2026), Sjbenen Advisory, LLC reported 21 stock positions worth $96.4 million. Its top holding was iShares Core S&P Total U.S. (ITOT) at 16.8% of the portfolio, followed by iShares Bitcoin Trust ETF (IBIT, 15.4%) and Coinbase Global Class A (COIN, 14.1%).
- Most Recent 13F
- Q2 2026
- Location
- CHAPEL HILL, NC
- CIK
- 0001813225
- Portfolio Value
- $96.4M (Q4 2025)
- SEC Filing
- 0002085853-26-000037 ↗ filed Jan 14, 2026
Holdings Value
Holdings 21 stocks · $96.4M
| ITOT iShares Core S&P Total U.S. | 16.82% | 109,033 | $16.2M | — |
| IBIT iShares Bitcoin Trust ETF | 15.44% | 299,800 | $14.9M | — |
| COIN Coinbase Global Inc. Class A | 14.05% | 59,900 | $13.5M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 13.38% | 92,608 | $12.9M | — |
| VTI VG Morningstar TS MKT ETF-US | 7.99% | 48,155 | $7.7M | — |
| AAPL Apple Inc. | 5.43% | 19,255 | $5.2M | — |
| PLTR Palantir Technologies Inc. Class A | 5.43% | 29,426 | $5.2M | — |
| LTPZ PIMCO 15+ YR US Tips Indx | 4.28% | 79,686 | $4.1M | — |
| JPM JPMorgan Chase & Co. | 3.05% | 9,118 | $2.9M | — |
| TLT iShares 20+ Year Treasury BD | 2.91% | 97,200 | $2.8M | — |
| SCHB Schwab US Broad Market ETF | 2.86% | 105,143 | $2.8M | — |
| IXUS iShares Core Intl Stock ETF | 2.79% | 31,790 | $2.7M | — |
| IEF iShares 7-10 Year Treasury B | 1.38% | 13,800 | $1.3M | — |
| IWM iShares Russell 2000 ETF | 1.20% | 4,700 | $1.2M | — |
| IVV iShares Core S&P 500 ETF | 0.93% | 1,302 | $892K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.58% | 1,112 | $559K | — |
| TSLA Tesla Inc. | 0.47% | 8,100 | $450K | — |
| SGOV iShares 0-3 Month Treasury B | 0.39% | 43,160 | $375K | — |
| VEU Vanguard Ftse All-World Ex-U | 0.31% | 27,543 | $298K | — |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.29% | 590 | $284K | — |
| NRXP NRX Pharmaceuticals Inc. | 0.04% | 15,000 | $41K | — |
Options reported separately and not counted above: IBIT puts ($3.9M), SDS puts ($2.5M), SRS puts ($1.1M), TSLA puts ($1.1M), TIP puts ($615K), TLT puts ($488K), IEF puts ($337K).
Other holdings (2): bonds, preferreds, convertibles and warrants · $595K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 264 | $331K | — |
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 468 | $264K | — |
Total filed on the 13F, all lines: $97.0M.
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.