SJBENEN ADVISORY, LLC

CHAPEL HILL, NC · CIK 1813225 · 13F filing filed 2026-08-11

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyChapel Hill, NC

$168.7m reported value +41.0% vs Q1 2026

29positions

86.9%in top 10

6 new 11 added 6 reduced 0 sold out vs Q1 2026

Options: 0 call positions (— notional), 5 put positions ($7.7m notional) – listed below, not included above.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	86,012	$64.2m38.02%	38.02%	Added +23.4k	+23,361 37.3%
2	ISHARES TR CORE S&P TTL STK ITOT	ITOT	107,979	$17.7m10.48%	10.48%	Added +46.5k	+46,498 75.6%
3	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	47,687	$17.6m10.43%	10.43%	Added +23.1k	+23,125 94.2%
4	ISHARES TR 20 YR TR BD ETF TLT	TLT	179,700	$15.5m9.16%	9.16%	Added +67.3k	+67,300 59.9%
5	COINBASE GLOBAL INC COM CL A COIN	COIN	50,300	$7.9m4.70%	4.70%	Reduced -6.6k	-6,600 -11.6%
6	ISHARES BITCOIN TRUST ETF SHS BEN INT IBIT	IBIT	222,000	$7.4m4.39%	4.39%	Reduced -63.6k	-63,600 -22.3%
7	APPLE INC COM AAPL	AAPL	19,221	$5.9m3.51%	3.51%	Unchanged
8	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	29,426	$3.8m2.26%	2.26%	Unchanged
9	TESLA INC COM TSLA	TSLA	8,000	$3.3m1.98%	1.98%	Reduced -100	-100 -1.2%
10	PIMCO ETF TR 15+ YR US TIPS LTPZ	LTPZ	66,474	$3.3m1.97%	1.97%	Added +17.4k	+17,373 35.4%
11	JPMORGAN CHASE & CO COM JPM	JPM	9,700	$3.2m1.90%	1.90%	Unchanged
12	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	105,153	$3.0m1.80%	1.80%	Added +28.7k	+28,725 37.6%
13	ISHARES TR CORE MSCI TOTAL IXUS	IXUS	31,690	$3.0m1.79%	1.79%	Added +8.5k	+8,504 36.7%
14	ISHARES TR 0-3 MNTH TREASRY SGOV	SGOV	27,935	$2.8m1.67%	1.67%	Reduced -7.4k	-7,371 -20.9%
15	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	27,418	$2.3m1.36%	1.36%	Added +3.9k	+3,926 16.7%
16	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	3,137	$1.6m0.93%	0.93%	Reduced -100	-100 -3.1%
17	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	1,940	$1.3m0.79%	0.79%	Added +40	+40 2.1%
18	ISHARES TR CORE S&P500 ETF IVV	IVV	1,302	$974.7k0.58%	0.58%	Added +143	+143 12.3%
19	WELLS FARGO CO NEW PERP PFD CNV A WFC 7.5 PERP L	WFC 7.5 PERP L	532	$618.6k0.37%	0.37%	New
20	SPDR GOLD TR GOLD SHS GLD	GLD	1,500	$552.6k0.33%	0.33%	New
21	SCHWAB CHARLES CORP COM SCHW	SCHW	5,800	$544.9k0.32%	0.32%	Unchanged
22	ISHARES TR RUSSELL 2000 ETF IWM	IWM	1,400	$420.6k0.25%	0.25%	Unchanged
23	BANK AMERICA CORP 7.25%CNV PFD L BAC 7.25 PERP L	BAC 7.25 PERP L	254	$316.6k0.19%	0.19%	Reduced -10	-10 -3.8%
24	SPDR DOW JONES INDL AVERAGE UT SER 1 DIA	DIA	590	$309.8k0.18%	0.18%	New
25	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	3,200	$309.7k0.18%	0.18%	Added +900	+900 39.1%
26	CISCO SYS INC COM CSCO	CSCO	2,231	$251.0k0.15%	0.15%	New
27	VANGUARD INDEX FDS SML CP GRW ETF VBK	VBK	650	$232.0k0.14%	0.14%	New
28	VANGUARD WORLD FD INDUSTRIAL ETF VIS	VIS	646	$228.9k0.14%	0.14%	New
29	NRX PHARMACEUTICALS INC COM NEW NRXP	NRXP	15,000	$57.8k0.03%	0.03%	Unchanged

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
ISHARES BITCOIN TRUST ETF IBIT · Put	IBIT	Put	79,200	$2.6m79.2k shares	Unchanged
ISHARES TR TIP · Put	TIP	Put	15,400	$1.7m15.4k shares	Unchanged
DIREXION SHS ETF TR TMV · Put	TMV	Put	32,000	$1.2m32.0k shares	New
ISHARES TR TLT · Put	TLT	Put	13,500	$1.2m13.5k shares	Added
TESLA INC TSLA · Put	TSLA	Put	2,500	$1.1m2.5k shares	Unchanged