P/E Global Llc Portfolio Stock Holdings
P/E Global Llc disclosed 7 stock positions valued at approximately $1.3 billion in its latest SEC 13F filing. The largest holdings include VANGUARD INDEX FDS, ISHARES TR, and ISHARES TR. The filing reflects positions held as of March 31, 2026 and was filed on April 9, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 7
- Portfolio Value
- $1.3B
Holdings by Sector
P/E Global Llc Portfolio Holdings in Q1 2026
7 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | Other | 40.26% | 854,860 | -30,360 | -3.43% | $510,821,593 |
| ISHARES TR | IVV | Other | 35.48% | 689,234 | -10,179 | -1.46% | $450,214,541 |
| ISHARES TR | ACWI | Other | 15.78% | 1,446,587 | -319,032 | -18.07% | $200,164,243 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 3.68% | 971,692 | -303,125 | -23.78% | $46,689,801 |
| ISHARES TR | AGG | Other | 2.45% | 312,957 | -107,540 | -25.57% | $31,067,241 |
| ISHARES TR | IEFA | Other | 1.18% | 165,407 | +165,407 | +100.00% | $14,974,296 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 1.17% | 232,135 | +232,135 | +100.00% | $14,875,211 |