Sign In
test

Jared Calvert

Sollinda Capital Management Llc

Assets Managed
$411.511M
Holdings
75
Last Quarter
2026 - Q1
Filed Date
1mo 16d ago
Growth Rate
5.13%(2Q avg: 6.2%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Sollinda Capital Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 75 positions.

Assets under management

The assets under management (AUM) of Sollinda Capital Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 411.511M in assets, with a quarterly growth rate of 5.13% and a 2-quarter average growth rate of 6.2%. The portfolio is managed by Jared Calvert, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SGOV
Ishares 0-3 Month Treasury B
Recent Activity
Increased 40.48%
21.19%
$87.167M
865,955 shares@ $100.66 avg price
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
Increased 19.02%
11.13%
$45.763M
499,382 shares@ $91.65 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Decreased -21.15%
10.85%
$44.613M
232,456 shares@ $191.93 avg price
IWM
Ishares Russell 2000 Etf
Recent Activity
Decreased -0.73%
7.76%
$31.9M
128,628 shares@ $248.0 avg price
JPST
Jpmorgan Ultra-short Income
Recent Activity
Decreased -0.13%
6.19%
$25.438M
502,626 shares@ $50.61 avg price
DFAU
Dimensional Us Core Equity M
Recent Activity
Increased 13.34%
3.68%
$15.129M
335,300 shares@ $45.12 avg price
XLE
Energy Select Sector Spdr
Recent Activity
New Position
3.47%
$14.266M
232,874 shares@ $61.26 avg price
IEF
Ishares 7-10 Year Treasury B
Recent Activity
Increased 8.18%
3.1%
$12.748M
133,571 shares@ $95.44 avg price
IEI
Ishares 3-7 Year Treasury Bo
Recent Activity
Increased 21.39%
2.87%
$11.8M
99,493 shares@ $118.61 avg price
VGSH
Vanguard Short-term Treasury
Recent Activity
Decreased -4.79%
2.32%
$9.51M
162,448 shares@ $58.55 avg price

1-10 of 75