SJBENEN ADVISORY, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 33 positions held by the firm, managed by Samson Julius Benen, with the firm's address listed as 510 Meadowmont Village Circle #290 in Chapel Hill, North Carolina.
The portfolio is diversified across several major sectors, with the largest positions being in exchange-traded funds (ETFs). The firm holds a significant number of shares in the iShares Core S&P 500 ETF, with 116,708 shares, and the iShares Core MSCI Total International Stock ETF, with 38,201 shares. The firm also holds 105,153 shares in the Schwab Strategic Trust U.S. Broad Market ETF.
Individual stock holdings include Alphabet Inc. Class A (866 shares), Apple Inc. (19,256 shares), Berkshire Hathaway Inc. Class B (3,159 shares), Charles Schwab Corp. (5,800 shares), Cisco Systems Inc. (2,231 shares), Coinbase Global Inc. Class A (49,700 shares), Palantir Technologies Inc. Class A (29,426 shares), and Zoom Communications Inc. Class A (7,100 shares).
The filing also includes positions in JPMorgan Chase & Co. (11,361 shares), NRx Pharmaceuticals Inc. (15,000 shares), Tesla Inc. (10,500 shares combining Put and Sole positions), and Wells Fargo & Co. Perpetual Preferred Convertible A (218 shares).
Additional holdings include various ETFs focused on bonds, gold, and specific market indices, such as the iShares 20 Year Treasury Bond ETF, SPDR Gold Shares, and the Vanguard S&P 500 ETF.
