Stephens Consulting, LLC has filed its 13F form on October 15, 2025 for Q3 2025 where it was disclosed a total value porftolio of $292 Billion distributed in 388 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 $64.2B, Vanguard Bd Index Fd Inc Total with a value of $29.8B, Fidelity Covington Trust with a value of $26.1B, Vanguard Mid Cap ETF with a value of $25.8B, and Vanguard Value ETF with a value of $21.5B.
Examining the 13F form we can see an decrease of $130B in the current position value, from $422B to 292B.
Also it can be appreciated an additional of 41 stocks purchases and 1 closed positions.
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
$292 Billion
ETFs: $214 Billion
Financial Services: $21.5 Billion
Technology: $11.5 Billion
Healthcare: $3.01 Billion
Consumer Defensive: $2.8 Billion
Consumer Cyclical: $2.68 Billion
Utilities: $2.2 Billion
Industrials: $2.04 Billion
Other: $2.34 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
