Calder Financial LLC

CIK

2106810

Location

DOWNINGTOWN, PA

Portfolio Value

Small $106,148,197

Diversification

Moderately concentrated

Filing Date

Global Rank

#8,228 / 8,795 ▼ 328 · as of Jun 2026

Top Industry

Semiconductors 32.0%

Period ended 3 months ago

Filed Jul 7, 2026 · 3mo

3 quarters · since Dec 2025

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

25 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

42.0%

+4.7 pts

Top 5

80.5%

−2.2 pts

Top 10

90.9%

−2.2 pts

HHI

2,253

Moderately concentrated+210

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	93.9%	$99,725,791	18
Technology	3.8%	$4,054,323	4
Communication Services	0.8%	$868,732	1
Financial Services	0.7%	$781,757	1
Industrials	0.7%	$717,594	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

9 positions

Ticker	Company	Δ Shares	Shares	Value
VB	Vanguard Morningstar Small-Cap ETF	+59,611	170,403	$44,616,773
EDV	Vanguard World Funds Extended Duration ETF	+5,627	42,769	$9,048,008
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+3,299	20,779	$2,410,125
BIV	Vanguard Intermediate-Term Bond ETF	+2,485	351,408	$18,316,222
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	+1,104	28,792	$1,446,222
MU	Micron Technology Inc	+318	1,139	$1,314,736
—		+86	8,774	$2,160,246
AAPL	Apple Inc.	+54	1,845	$533,869
QQQ	Invesco Qqq Trust, Series 1	+40	795	$585,438
No positions match the current search.

Trimmed

Positions the filer reduced

10 positions

Ticker	Company	Δ Shares	Shares	Value
BNDW	Vanguard Total World Bond ETF	−55,355	137,472	$8,165,516
VXUS	Vanguard Total International Stock ETF	−3,892	18,496	$1,581,223
SPY	Spdr S&P 500 ETF Trust	−607	4,635	$3,461,278
VIG	Vanguard Dividend Appreciation ETF	−574	22,440	$5,309,752
VZ	Verizon Communications Inc	−262	20,518	$868,732
AME	Ametek Inc/	−236	2,966	$717,594
NVDA	Nvidia Corp	−84	3,712	$742,734
MSFT	Microsoft Corp	−54	3,922	$1,462,984
VIGI	Vanguard International Dividend Appreciation ETF	−34	3,476	$549,312
DIA	Spdr Dow Jones Industrial Average ETF Trust	−11	419	$218,881
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
VGHY	Vanguard High-Yield Active ETF	6,470	$484,311
AIEQ	Amplify AI Powered Equity ETF	2,165	$227,173
—		2,230	$217,648
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	1,856	$200,113
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
HON	Honeywell International Inc	1,436	$324,579
ACCO	ACCO BRANDS Corp	32,050	$96,150
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

25 tracked positions · $106,148,197 total · filing declares 43 positions · $106,148,847 · as of Jun 30, 2026

All sectors Communication Services Financial Services Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VB	Vanguard Morningstar Small-Cap ETF	Added	170,403	+59,611	$44,616,773	+27.8%	42.03%
BIV	Vanguard Intermediate-Term Bond ETF	Added	351,408	+2,485	$18,316,222	+2.4%	17.26%
EDV	Vanguard World Funds Extended Duration ETF	Added	42,769	+5,627	$9,048,008	+10.4%	8.52%
BNDW	Vanguard Total World Bond ETF	Reduced	137,472	-55,355	$8,165,516	−28.1%	7.69%
VIG	Vanguard Dividend Appreciation ETF	Reduced	22,440	-574	$5,309,752	+7.3%	5.00%
SPY	Spdr S&P 500 ETF Trust	Reduced	4,635	-607	$3,461,278	+1.5%	3.26%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	20,779	+3,299	$2,410,125	—	2.27%
		Added	8,774	+86	$2,160,246	+20.8%	2.04%
VXUS	Vanguard Total International Stock ETF	Reduced	18,496	-3,892	$1,581,223	−8.4%	1.49%
MSFT	Microsoft Corp Technology	Reduced	3,922	-54	$1,462,984	−0.6%	1.38%
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	Added	28,792	+1,104	$1,446,222	+4.6%	1.36%
MU	Micron Technology Inc Technology	Added	1,139	+318	$1,314,736	+374.0%	1.24%
VZ	Verizon Communications Inc Communication Services	Reduced	20,518	-262	$868,732	−16.7%	0.82%
WTW	Willis Towers Watson PLC Financial Services	Held	2,991	0	$781,757	−10.1%	0.74%
NVDA	Nvidia Corp Technology	Reduced	3,712	-84	$742,734	+12.2%	0.70%
GLD	Spdr Gold Trust	Held	1,975	0	$727,550	−14.4%	0.69%
AME	Ametek Inc/ Industrials	Reduced	2,966	-236	$717,594	+4.5%	0.68%
QQQ	Invesco Qqq Trust, Series 1	Added	795	+40	$585,438	+34.3%	0.55%
VIGI	Vanguard International Dividend Appreciation ETF	Reduced	3,476	-34	$549,312	+5.7%	0.52%
AAPL	Apple Inc. Technology	Added	1,845	+54	$533,869	+17.5%	0.50%
VGHY	Vanguard High-Yield Active ETF	NEW	6,470	NEW	$484,311	NEW	0.46%
AIEQ	Amplify AI Powered Equity ETF	NEW	2,165	NEW	$227,173	NEW	0.21%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	419	-11	$218,881	+9.9%	0.21%
		NEW	2,230	NEW	$217,648	NEW	0.21%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	NEW	1,856	NEW	$200,113	NEW	0.19%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.