Stephens Consulting, LLC has filed its 13F form on January 13, 2026 for Q4 2025 where it was disclosed a total value porftolio of $309 Billion distributed in 476 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $66.3B, Vanguard Bd Index Fd Inc Total with a value of $30.2B, Fidelity Covington Trust with a value of $27.4B, Vanguard Mid Cap ETF with a value of $25.7B, and Vanguard Value ETF with a value of $22.1B.
Examining the 13F form we can see an increase of $17.3B in the current position value, from $292B to 309B.
Stephens Consulting, LLC is based out at Flint, MI
Below you can find more details about Stephens Consulting, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$309 Billion
ETFs: $234 Billion
Financial Services: $19.8 Billion
Technology: $10.2 Billion
Industrials: $3.76 Billion
Healthcare: $3.28 Billion
Consumer Defensive: $2.77 Billion
Utilities: $2.06 Billion
Consumer Cyclical: $1.99 Billion
Other: $2.87 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
