P/E Global LLC 13F Holdings · Q2 2026
P/E Global LLC reported 8 securities worth $1.56B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VOO (40.60%), IVV (36.02%), ACWI (14.01%). Among its top 25 positions this quarter: 1 new, 5 added, 2 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $632.7M | 40.60% | 921,199 | Added |
| 2 | IVV | ISHARES TR | $561.4M | 36.02% | 749,698 | Added |
| 3 | ACWI | ISHARES TR | $218.4M | 14.01% | 1.4M | Trimmed |
| 4 | BNDX | VANGUARD CHARLOTTE FDS | $50.3M | 3.23% | 1.0M | Added |
| 5 | AGG | ISHARES TR | $33.5M | 2.15% | 338,206 | Added |
| 6 | URTH | ISHARES INC | $29.7M | 1.91% | 146,536 | New |
| 7 | IEFA | ISHARES TR | $16.3M | 1.05% | 168,838 | Added |
| 8 | VEA | VANGUARD TAX-MANAGED FDS | $16.3M | 1.04% | 228,184 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR