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Calder Financial LLC

Q4 2025 13F Holdings

  • Location
    downingtown, PA
  • Num holdings

    39

  • Value ($000)

    $101,856

  • Date Filed
    01/23/2026
  • Form type
    13F-HR
  • CIK
    0002106810
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VUSB

VANGUARD BD INDEX FDS

VANGUARD ULTRA
92203C303
$16.49M
16 %

330,867

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$15.23M
15 %

24,286

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$12.37M
12 %

36,894

V
VGSH

VANGUARD SCOTTSDALE FDS

SHORT TERM TREAS
92206C102
$10.34M
10 %

176,044

V
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
921908844
$5.13M
5 %

23,357

V
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$4.85M
5 %

25,410

V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$4.58M
5 %

9,382

S
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$3.16M
3 %

4,629

---

VANGUARD WORLD FD

INDUSTRIAL ETF
92204A603
$2.01M
2 %

6,740

---

VANGUARD WORLD FD

CONSUM STP ETF
92204A207
$1.94M
2 %

9,164

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