Calder Financial

DOWNINGTOWN, PAfiles as Calder Financial LLC

$106m in 43 US stocks at the end of 30 June 2026. The top 10 are 72.6% of the money. It changed about 7.3% of the portfolio this quarter.

Value

$106m

Stocks

Top 10 share

72.6%

Turnover

7.3%

What changed this quarter

New

Bought for the first time this quarter.

Vanguard Fixed Income Secs FVGHY
0.5% of the fund
Ishares TRSOXX
0.2% of the fund
Amplify ETF TRHACK
0.2% of the fund
Ishares TRAOA
0.2% of the fund
Spdr Series TrustCWB
0.2% of the fund

Added

Bought more of a stock they already held.

Vanguard BD Index FDSBIV
2.2% of the fund
+64%
Vanguard Index FDSVO
1.6% of the fund
+3%
Ishares TRTIP
1.5% of the fund
+25%
Vanguard Malvern FDSVTIP
1.4% of the fund
+4%
Micron TechnologyMU
1.2% of the fund
+39%
Vanguard World FDVGT
1.0% of the fund
+12%
Invesco QQQ TRQQQ
0.6% of the fund
+5%
Vanguard Scottsdale FDSVCIT
0.5% of the fund
+142%
AppleAAPL
0.5% of the fund
+3%
Vanguard World FDVAW
0.5% of the fund
+3%

Cut

Sold some of their stake.

Vanguard BD Index FDSVUSB
15.0% of the fund
-3%
Vanguard Scottsdale FDSVGSH
7.2% of the fund
-31%
Vanguard Specialized FundsVIG
5.0% of the fund
-2%
Vanguard Index FDSVTV
4.6% of the fund
-10%
State STR Spdr S&P 500 ETF TSPY
3.3% of the fund
-12%
Vanguard World FDVIS
2.8% of the fund
-6%
Vanguard Index FDSVB
1.7% of the fund
-9%
Vanguard World FDVDC
1.6% of the fund
-11%
Vanguard Star FDSVXUS
1.5% of the fund
-17%
Vanguard World FDVPU
1.5% of the fund
-4%
NvidiaNVDA
0.7% of the fund
-2%
AmetekAME
0.7% of the fund
-7%
Vanguard World FDVFH
0.5% of the fund
-6%
Vanguard World FDVDE
0.4% of the fund
-16%
Ishares TRIVV
0.2% of the fund
-25%
State STR Spdr DOW Jones INDDIA
0.2% of the fund
-3%

Sold out

Sold their entire stake.

Honeywell InternationalHON
-100%
Acco BrandsACCO
-100%

Holdings

Vanguard Index FDSVOO
Share
15.4%
Value
$16m
Shares
23,838
Held
Vanguard BD Index FDSVUSB
Share
15.0%
Value
$16m
Shares
320,831
-3%
Vanguard Index FDSVTI
Share
12.5%
Value
$13m
Shares
35,974
Held
Vanguard Scottsdale FDSVGSH
Share
7.2%
Value
$8m
Shares
130,738
-31%
Vanguard Specialized FundsVIG
Share
5.0%
Value
$5m
Shares
22,440
-2%
Vanguard Index FDSVTV
Share
4.6%
Value
$5m
Shares
22,378
-10%
Vanguard Index FDSVUG
Share
4.5%
Value
$5m
Shares
55,893
Held
State STR Spdr S&P 500 ETF TSPY
Share
3.3%
Value
$3m
Shares
4,635
-12%
Vanguard World FDVIS
Share
2.8%
Value
$3m
Shares
8,322
-6%
Vanguard BD Index FDSBIV
Share
2.2%
Value
$2m
Shares
30,577
+64%
Vanguard Index FDSVXF
Share
2.0%
Value
$2m
Shares
8,774
Held
Vanguard Index FDSVB
Share
1.7%
Value
$2m
Shares
6,057
-9%
Vanguard World FDVDC
Share
1.6%
Value
$2m
Shares
7,668
-11%
Vanguard Index FDSVO
Share
1.6%
Value
$2m
Shares
21,367
+3%
Vanguard Index FDSVV
Share
1.6%
Value
$2m
Shares
4,896
Held
Ishares TRTIP
Share
1.5%
Value
$2m
Shares
14,795
+25%
Vanguard Star FDSVXUS
Share
1.5%
Value
$2m
Shares
18,496
-17%
Vanguard World FDVPU
Share
1.5%
Value
$2m
Shares
7,899
-4%
MicrosoftMSFT
Share
1.4%
Value
$1m
Shares
3,922
Held
Vanguard Malvern FDSVTIP
Share
1.4%
Value
$1m
Shares
28,792
+4%
Micron TechnologyMU
Share
1.2%
Value
$1m
Shares
1,139
+39%
Vanguard World FDVGT
Share
1.0%
Value
$1m
Shares
9,235
+12%
Verizon CommunicationsVZ
Share
0.8%
Value
$868,720
Shares
20,518
Held
Willis Towers WatsonWTW
Share
0.7%
Value
$781,758
Shares
2,991
Held
NvidiaNVDA
Share
0.7%
Value
$742,825
Shares
3,712
-2%
Spdr Gold TRGLD
Share
0.7%
Value
$727,551
Shares
1,975
Held
AmetekAME
Share
0.7%
Value
$717,540
Shares
2,966
-7%
Invesco QQQ TRQQQ
Share
0.6%
Value
$585,080
Shares
795
+5%
Vanguard Scottsdale FDSVCIT
Share
0.5%
Value
$556,553
Shares
6,734
+142%
Vanguard Whitehall FDSVYM
Share
0.5%
Value
$549,353
Shares
3,476
Held
Vanguard World FDVFH
Share
0.5%
Value
$539,433
Shares
4,099
-6%
AppleAAPL
Share
0.5%
Value
$533,826
Shares
1,845
+3%
Vanguard Fixed Income Secs FVGHY
Share
0.5%
Value
$484,279
Shares
6,470
New
Vanguard World FDVAW
Share
0.5%
Value
$484,259
Shares
2,117
+3%
Vanguard World FDVDE
Share
0.4%
Value
$382,260
Shares
2,546
-16%
Ishares TRIFRA
Share
0.3%
Value
$335,582
Shares
5,323
Held
Vanguard World FDVHT
Share
0.2%
Value
$263,968
Shares
883
Held
Ishares TRSOXX
Share
0.2%
Value
$233,981
Shares
365
New
Amplify ETF TRHACK
Share
0.2%
Value
$227,195
Shares
2,165
New
Ishares TRIVV
Share
0.2%
Value
$221,985
Shares
296
-25%
State STR Spdr DOW Jones INDDIA
Share
0.2%
Value
$219,139
Shares
419
-3%
Ishares TRAOA
Share
0.2%
Value
$217,617
Shares
2,230
New
Spdr Series TrustCWB
Share
0.2%
Value
$200,157
Shares
1,856
New

Company	Share of fund	Value	Shares	Change
Vanguard Index FDSVOO	15.4%	$16m	23,838	Held
Vanguard BD Index FDSVUSB	15.0%	$16m	320,831	-3%
Vanguard Index FDSVTI	12.5%	$13m	35,974	Held
Vanguard Scottsdale FDSVGSH	7.2%	$8m	130,738	-31%
Vanguard Specialized FundsVIG	5.0%	$5m	22,440	-2%
Vanguard Index FDSVTV	4.6%	$5m	22,378	-10%
Vanguard Index FDSVUG	4.5%	$5m	55,893	Held
State STR Spdr S&P 500 ETF TSPY	3.3%	$3m	4,635	-12%
Vanguard World FDVIS	2.8%	$3m	8,322	-6%
Vanguard BD Index FDSBIV	2.2%	$2m	30,577	+64%
Vanguard Index FDSVXF	2.0%	$2m	8,774	Held
Vanguard Index FDSVB	1.7%	$2m	6,057	-9%
Vanguard World FDVDC	1.6%	$2m	7,668	-11%
Vanguard Index FDSVO	1.6%	$2m	21,367	+3%
Vanguard Index FDSVV	1.6%	$2m	4,896	Held
Ishares TRTIP	1.5%	$2m	14,795	+25%
Vanguard Star FDSVXUS	1.5%	$2m	18,496	-17%
Vanguard World FDVPU	1.5%	$2m	7,899	-4%
MicrosoftMSFT	1.4%	$1m	3,922	Held
Vanguard Malvern FDSVTIP	1.4%	$1m	28,792	+4%
Micron TechnologyMU	1.2%	$1m	1,139	+39%
Vanguard World FDVGT	1.0%	$1m	9,235	+12%
Verizon CommunicationsVZ	0.8%	$868,720	20,518	Held
Willis Towers WatsonWTW	0.7%	$781,758	2,991	Held
NvidiaNVDA	0.7%	$742,825	3,712	-2%
Spdr Gold TRGLD	0.7%	$727,551	1,975	Held
AmetekAME	0.7%	$717,540	2,966	-7%
Invesco QQQ TRQQQ	0.6%	$585,080	795	+5%
Vanguard Scottsdale FDSVCIT	0.5%	$556,553	6,734	+142%
Vanguard Whitehall FDSVYM	0.5%	$549,353	3,476	Held
Vanguard World FDVFH	0.5%	$539,433	4,099	-6%
AppleAAPL	0.5%	$533,826	1,845	+3%
Vanguard Fixed Income Secs FVGHY	0.5%	$484,279	6,470	New
Vanguard World FDVAW	0.5%	$484,259	2,117	+3%
Vanguard World FDVDE	0.4%	$382,260	2,546	-16%
Ishares TRIFRA	0.3%	$335,582	5,323	Held
Vanguard World FDVHT	0.2%	$263,968	883	Held
Ishares TRSOXX	0.2%	$233,981	365	New
Amplify ETF TRHACK	0.2%	$227,195	2,165	New
Ishares TRIVV	0.2%	$221,985	296	-25%
State STR Spdr DOW Jones INDDIA	0.2%	$219,139	419	-3%
Ishares TRAOA	0.2%	$217,617	2,230	New
Spdr Series TrustCWB	0.2%	$200,157	1,856	New

Over time and by industry

Value over time

Dec '25

Jun '26

Value is up 4.2% since 31 December 2025.

Where the money is

Technology3.8%

Media & telecom0.8%

Financial services0.7%

Industrials0.7%

Other93.9%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.