Vault-13

P/E Global LLC

BOSTON, MA · CIK 1910344 · 13F filing filed 2026-07-23

SEC-registered investment adviser since 2011 · limited liability company

As an employer

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

CityCountryPeople
Boston, MA (main office)United States United Statesabout 29
SingaporeSingapore Singapore5
Jackson, WYUnited States United States2

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$1.6bn reported value +22.8% vs Q1 2026
8positions
100.0%in top 10
1 new 5 added 2 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

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

#SecurityTickerShares Value% of portfolioChangeShares change
1 VANGUARD INDEX FDS S&P 500 ETF SHS VOO VOO 921,199 $632.7m40.60% 40.60% AddedShares held: Q3 2025 123.6k, Q4 2025 885.2k, Q1 2026 854.9k, Q2 2026 921.2k +66.3k +66,339 7.8%
2 ISHARES TR CORE S&P500 ETF IVV IVV 749,698 $561.4m36.02% 36.02% AddedShares held: Q3 2025 0, Q4 2025 699.4k, Q1 2026 689.2k, Q2 2026 749.7k +60.5k +60,464 8.8%
3 ISHARES TR MSCI ACWI ETF ACWI ACWI 1,391,035 $218.4m14.01% 14.01% ReducedShares held: Q3 2025 2.1m, Q4 2025 1.8m, Q1 2026 1.4m, Q2 2026 1.4m -55.6k -55,552 -3.8%
4 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX BNDX 1,038,478 $50.3m3.23% 3.23% AddedShares held: Q3 2025 1.6m, Q4 2025 1.3m, Q1 2026 971.7k, Q2 2026 1.0m +66.8k +66,786 6.9%
5 ISHARES TR CORE US AGGBD ET AGG AGG 338,206 $33.5m2.15% 2.15% AddedShares held: Q3 2025 526.6k, Q4 2025 420.5k, Q1 2026 313.0k, Q2 2026 338.2k +25.2k +25,249 8.1%
6 ISHARES INC MSCI WORLD ETF URTH URTH 146,536 $29.7m1.91% 1.91% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 146.5k
7 ISHARES TR CORE MSCI EAFE IEFA IEFA 168,838 $16.3m1.05% 1.05% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 165.4k, Q2 2026 168.8k +3.4k +3,431 2.1%
8 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA VEA 228,184 $16.3m1.04% 1.04% ReducedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 232.1k, Q2 2026 228.2k -4.0k -3,951 -1.7%