Calder Financial LLC
•CIK: 2106810•Filing: Q4 2025
**Calder Financial LLC** manages $102M across a diversified portfolio of 39 positions. The fund exhibits a strong core allocation to broad market indices, notably holding VUSB at $16.5M and VOO at $15.2M. Significant exposure is maintained across major ETFs, including VTI ($12.4M) and VGSH ($10.3M). This structure suggests a systematic, large-cap equity focus with tactical tilts toward specific market segments.
Total AUM
$101.9M
QoQ Performance
N/A
Positions
20
Top 10 Concentration
74.7%
Latest Filing
Q4 2025
Top Holdings Allocation
VUSB
VOO
VTI
VGSH
VIG
VUSB16.2%
VOO15.0%
VTI12.1%
VGSH10.2%
VIG5.0%
VTV4.8%
VUG4.5%
SPY3.1%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other77.3%
ETF18.3%
Technology3.3%
Financial0.8%
Industrial0.3%