SJBENEN ADVISORY, LLC - Portfolio overview

SJBENEN ADVISORY, LLC has 23 reported holdings in this dataset, with the latest filing dated 2026-04-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. SPY - STATE STR SPDR S&P 500 ETF T, 34.03%
2. IBIT - ISHARES BITCOIN TRUST ETF, 9.17%
3. COIN - COINBASE GLOBAL INC, 8.30%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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