Institutions / Stephens Consulting, LLC

Stephens Consulting, LLC

CIK 1961632 · Institution · as of Dec 31, 2025

Portfolio value

$309.45M

Positions

476

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 476 →

Company	Class	Value	Shares	% of portfolio
Vanguard Index Fds	—	$66.34M	105,780	21.4%
Vanguard Bd Index Fds	—	$30.15M	407,094	9.7%
Fidelity Covington Trust	—	$27.39M	748,808	8.9%
Vanguard Index Fds	—	$25.69M	88,518	8.3%
Vanguard Index Fds	—	$22.06M	115,522	7.1%
J P Morgan Exchange Traded F	—	$18.83M	372,925	6.1%
Vanguard Index Fds	—	$18.32M	71,033	5.9%
American Centy ETF Tr	—	$14.80M	145,109	4.8%
iShares Tr	—	$9.10M	397,664	2.9%
Warren E. Buffett	—	$8.99M	17,888	2.9%
Raymond James Financial Inc	—	$6.47M	40,278	2.1%
iShares Tr	—	$6.37M	71,189	2.1%
Vanguard Specialized Funds	—	$4.70M	21,399	1.5%
Apple Inc.	—	$3.31M	12,191	1.1%
Vanguard Index Fds	—	$2.74M	5,621	0.9%
iShares Tr	—	$2.73M	5,770	0.9%
NVIDIA Corp	—	$2.60M	13,954	0.8%
JPMorgan Chase & Co	—	$2.59M	8,045	0.8%
iShares Tr	—	$2.06M	21,466	0.7%
The Boeing Company	—	$1.74M	8,022	0.6%
Robinhood Markets, Inc.	—	$1.47M	13,000	0.5%
Invesco Exchange Traded Fd T	—	$1.23M	6,413	0.4%
Dte Energy Co	—	$1.12M	8,686	0.4%
Microsoft Corp	—	$1.06M	2,189	0.3%
Vanguard Tax-Managed Fds	—	$938.0K	15,015	0.3%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.