Helen Stephens Group, LLC has filed its 13F form on October 02, 2025 for Q3 2025 where it was disclosed a total value porftolio of $445 Million distributed in 107 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 $52.7M, Dimensional ETF Tr Dimensional with a value of $43.6M, Ishares Msci Usa Quality Facto with a value of $42.6M, Ishares Core S&P U.S Growth Et with a value of $33.1M, and J P Morgan Exchange Traded Fd with a value of $29.8M.
Examining the 13F form we can see an increase of $42.7M in the current position value, from $402M to 445M.
Below you can find more details about Helen Stephens Group, LLC portfolio as well as his latest detailed transactions.
