SJBENEN ADVISORY, LLC
•CIK: 1813225•Filing: Q4 2025
**SJBENEN ADVISORY, LLC** manages $88M across a concentrated portfolio of 26 positions. The fund exhibits significant exposure to technology and market indices, with top holdings including ITOT at $16.2M and COIN at $13.5M. Notable allocations also include SPY ($12.9M) and VTI ($7.7M), indicating a core focus on broad market and sector representation. This structure suggests a tactical approach balancing thematic growth plays with established market benchmarks.
Total AUM
$79.3M
+ $8.7M in options
QoQ Performance
N/A
Positions
16
+ 3 options
Top 10 Concentration
84.7%
Latest Filing
Q4 2025
Top Holdings Allocation
ITOT
COIN
SPY
VTI
AAPL
PLTR
ITOT18.4%
COIN15.4%
SPY14.7%
VTI8.7%
AAPL5.9%
PLTR5.9%
LTPZ4.7%
IBIT4.5%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other73.9%
ETF15.7%
Technology5.9%
Financial4.0%
Consumer0.5%