Helen Stephens Group, LLC has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $352 Million distributed in 86 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 $36.1M, Ishares Msci Usa Quality Facto with a value of $36M, Dimensional ETF Tr Dimensional with a value of $35.5M, J P Morgan Exchange Traded Fd with a value of $25.9M, and Dimensional ETF Tr U S Core Eq with a value of $25.6M.
Examining the 13F form we can see an increase of $15.8M in the current position value, from $337M to 352M.
Below you can find more details about Helen Stephens Group, LLC portfolio as well as his latest detailed transactions.
