P/E Global LLC — 13F Holdings

2026 Q3  ·  8 Positions

2026 Q3 Portfolio Activity

In 2026 Q3, P/E Global LLC maintained a portfolio of 8 distinct positions. They heavily accumulated shares in ISHARES TR, increasing the position by 22.3%.
Position History hover any row below to update
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P/E Global LLC Asset Manager AUM $1,625M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
8
Quarter
2026 Q3
Top Holding
VOO (39.4%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-8 of 8
Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
VOO
VANGUARD INDEX ...
ETF 39.37% 40.60% #1
Prev: #1
6.5
—
-8,394 -0.9%
P
S
912,805 $639,748,512 2024 Q4 13F Filing 2026-09-30 2026-10-29
IVV
ISHARES TR
ETF 34.90% 36.02% #2
Prev: #2
6.0
—
-9,204 -1.2%
P
S
740,494 $567,107,330 2025 Q4 13F Filing 2026-09-30 2026-10-29
ACWI
ISHARES TR
ETF 16.62% 14.01% #3
Prev: #3
7.5
—
309,668 22.3%
P
S
1,700,703 $270,012,112 2024 Q1 13F Filing 2026-09-30 2026-10-29
BNDX
VANGUARD CHARLO...
Bond/Debt 3.09% 3.23% #4
Prev: #4
2.2
—
33,052 3.2%
P
S
1,071,530 $50,222,611 2024 Q1 13F Filing 2026-09-30 2026-10-29
AGG
ISHARES TR
ETF 2.03% 2.15% #5
Prev: #5
1.8
—
9,995 3.0%
P
S
348,201 $32,918,923 2022 Q1 13F Filing 2026-09-30 2026-10-29
URTH
ISHARES INC
ETF 2.00% 1.91% #6
Prev: #6
2.8
—
11,038 7.5%
P
S
157,574 $32,496,486 2026 Q2 13F Filing 2026-09-30 2026-10-29
IEFA
ISHARES TR
ETF 1.00% 1.05% #7
Prev: #7
0.9
—
-461 -0.3%
P
S
168,377 $16,312,364 2026 Q1 13F Filing 2026-09-30 2026-10-29
VEA
VANGUARD TAX-MA...
ETF 1.00% 1.04% #8
Prev: #8
0.9
—
2,492 1.1%
P
S
230,676 $16,288,032 2024 Q4 13F Filing 2026-09-30 2026-10-29
Showing 1-8 of 8 holdings

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