P/E Global LLC
13F holdings for Q2 2026 · BOSTON, MA · filed July 23, 2026
P/E Global LLC reported $1.6B in 13F securities across 8 holdings for Q2 2026, in a Form 13F filed July 23, 2026. The largest positions were Vanguard Index FDS (40.6%), iShares TR (36.0%), ACWI (14.0%). Reported value rose 22.8% from the quarter before. It opened 1 new position, added to 5, trimmed 2 and sold out of 0.
- 13F value Q2 2026
- $1.6B
- Holdings
- 8
- Change vs prior quarter
- +22.8%
- Rank by 13F value
- #1,919
Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
Top holdings
| Stock | Value | Weight | Shares | Change in shares | Move |
|---|---|---|---|---|---|
| Vanguard Index FDS | $633M | 40.6% | 921,199 | +7.8% | Added |
| iShares TR | $561M | 36.0% | 749,698 | +8.8% | Added |
| ACWI iShares MSCI ACWI Index Fund | $218M | 14.0% | 1,391,035 | -3.8% | Trimmed |
| BNDX Vanguard Total International Bond ETF | $50.3M | 3.2% | 1,038,478 | +6.9% | Added |
| iShares TR | $33.5M | 2.1% | 338,206 | +8.1% | Added |
| iShares Inc | $29.7M | 1.9% | 146,536 | New | New |
| iShares Core Msci Eafe ETF | $16.3M | 1.0% | 168,838 | +2.1% | Added |
| Vanguard Ftse Developed Markets ETF | $16.3M | 1.0% | 228,184 | -1.7% | Trimmed |
Share positions only, at the value reported for the end of Q2 2026. Weight is the share of $1.6B in share positions; options and bonds count in the 13F value but not here.
Biggest buys in Q2 2026
- Vanguard Index FDS Added+$45.6M
- iShares TR Added+$45.3M
- iShares Inc New+$29.7M
- BNDX Vanguard Total International Bond ETF Added+$3.2M
- iShares TR Added+$2.5M
- iShares Core Msci Eafe ETF Added+$331K
Biggest sells in Q2 2026
- ACWI iShares MSCI ACWI Index Fund Trimmed-$8.7M
- Vanguard Ftse Developed Markets ETF Trimmed-$282K
The change in shares since Q1 2026, adjusted for stock splits and priced at the Q2 2026 value per share. 1 new, 5 added, 2 trimmed, 0 sold out.
Sector mix
- Not listed with us82.8%
- n/a17.2%
13F value by quarter
Questions about P/E Global LLC
- What does P/E Global LLC own?
- In its Form 13F for Q2 2026, P/E Global LLC reported 8 holdings worth $1.6B. The five largest were Vanguard Index FDS, iShares TR, ACWI, BNDX, iShares TR.
- What did P/E Global LLC buy and sell in Q2 2026?
- P/E Global LLC opened 1 new position, added to 5, trimmed 2 and sold out of 0 compared with the quarter before.
- When did P/E Global LLC file its latest 13F?
- Form 13F is due 45 days after each quarter ends. The Q2 2026 report was due August 14, 2026 and was filed July 23, 2026.
From Form 13F filed by P/E Global LLC (SEC CIK 0001910344) for the quarter ended June 30, 2026, via the SEC's Form 13F data sets. Amendments that restate a report replace it; amendments that add holdings are included. View on SEC EDGAR · All funds