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ES4, LLC

SEC CIK
0002095578
Latest filing
Jul 29, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Feb 13, 2026. Long positions only.

Institution overview
Positions
32
No filing for Q3 2025
Portfolio value
$145.1M
No filing for Q3 2025
Filed
Feb 13, 2026
SEC

ES4, LLC did not file a 13F for Q3 2025, so these holdings cannot be compared with the previous quarter and changes are not shown.

Holdings of ES4, LLC in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Core MSCI Europe ETF46434V738ETF385,358$27.4M18.9%–––
iShares Inc46434G764MSCI EMRG CHN245,346$17.8M12.3%–––
iShares Core U.S. Aggregate Bond ETF464287226ETF153,671$15.3M10.6%–––
iShares Core MSCI Total International Stock ETF46432F834ETF162,963$13.8M9.5%–––
iShares S&P 100 ETF464287101ETF32,275$11.1M7.6%–––
iShares Tr46436E217IBONDS DEC 29449,328$10.5M7.2%–––
State Street Technology Select Sector SPDR ETF81369Y803ETF46,520$6.70M4.6%–––
Franklin Templeton ETF Tr35473P744FTSE JAPAN ETF193,477$6.67M4.6%–––
iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9ETF214,094$5.20M3.6%–––
Franklin Templeton ETF Tr35473P827FTSE CANADA94,991$4.59M3.2%–––
iShares Tr46434V696CORE MSCI PAC51,110$3.74M2.6%–––
State Street Health Care Select Sector SPDR ETF81369Y209ETF20,585$3.19M2.2%–––
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF18,325$2.19M1.5%–––
State Street Financial Select Sector SPDR ETF81369Y605ETF33,063$1.81M1.2%–––
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF14,952$1.60M1.1%–––
State Street Communication Services Select Sector SPDR ETF81369Y852ETF13,377$1.57M1.1%–––
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF19,597$1.52M1.0%–––
Vanguard Admiral FDS Inc921932869MIDCP 400 GRTH12,075$1.45M1.0%–––
State Street Materials Select Sector SPDR ETF81369Y100ETF30,654$1.39M1.0%–––
State Street Industrial Select Sector SPDR ETF81369Y704ETF7,810$1.21M0.8%–––
State Street Energy Select Sector SPDR ETF81369Y506ETF25,525$1.14M0.8%–––
iShares Russell 1000 Value ETF464287598ETF4,622$972.2K0.7%–––
Global X FDS37960A883MSCI VIETNAM ETF33,178$834.4K0.6%–––
Global X FDS37950E648GBL X FTSE ETF32,488$595.5K0.4%–––
iShares Inc464286764MSCI SPAIN ETF10,748$579.4K0.4%–––
Franklin Templeton ETF Tr35473P736FTSE MEXICO13,934$471.7K0.3%–––
State Street Real Estate Select Sector SPDR ETF81369Y860ETF9,625$388.4K0.3%–––
Franklin Templeton ETF Tr35473P769FRANKLIN INDIA9,463$365.2K0.3%–––
Franklin Templeton ETF Tr35473P843FTSE AUSTRALIA9,205$289.4K0.2%–––
iShares Inc464286640MSCI CHILE ETF6,163$249.0K0.2%–––
Global X FDS37954Y327GLBX MSCI COLUM6,892$245.6K0.2%–––
Franklin Templeton ETF Tr35473P835FTSE BRAZIL12,076$230.0K0.2%–––