Institutional
P/E Global LLC
CIK 0001910344
$1.56B
Reported AUM
8
Positions
Q2 2026
Period
2026-07-23
Filed
Editorial summary
Summary for P/E Global LLC · Q2 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q2 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $684.66 | 0.42% | 20.72% | 76.33% | $632.7M | 40.60% | — | HELD |
| 2 | IVV | ISHARES TR | $748.38 | 0.43% | 20.75% | 76.27% | $561.4M | 36.02% | — | HELD |
| 3 | ACWI | ISHARES TR | $155.97 | 0.20% | 22.98% | 62.51% | $218.4M | 14.01% | — | HELD |
| 4 | BNDX | VANGUARD CHARLOTTE FDS | $47.76 | -0.25% | 1.05% | 0.31% | $50.3M | 3.23% | — | HELD |
| 5 | AGG | ISHARES TR | $97.29 | -0.34% | 1.78% | -1.82% | $33.5M | 2.15% | — | HELD |
| 6 | URTH | ISHARES INC | $203.09 | 0.05% | 21.92% | 66.35% | $29.7M | 1.91% | — | HELD |
| 7 | IEFA | ISHARES TR | $98.12 | -0.76% | 25.38% | 51.77% | $16.3M | 1.05% | — | HELD |
| 8 | VEA | VANGUARD TAX-MANAGED FDS | $70.71 | -0.53% | 30.57% | 58.27% | $16.3M | 1.04% | — | HELD |
Source: SEC EDGAR · accession 0001910344-26-000005. 13F discloses long positions only — shorts, foreign equities, and options are excluded.