Helen Stephens Group, LLC has filed its 13F form on January 05, 2026 for Q4 2025 where it was disclosed a total value porftolio of $463 Million distributed in 118 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Equity with a value of $55M, Dimensional ETF Tr Dimensional with a value of $46M, Ishares Msci Usa Quality Facto with a value of $44.5M, J P Morgan Exchange Traded Fd with a value of $33.5M, and Ishares Core S&P U.S Growth Et with a value of $32.7M.
Examining the 13F form we can see an increase of $18.4M in the current position value, from $445M to 463M.
Below you can find more details about Helen Stephens Group, LLC portfolio as well as his latest detailed transactions.
