Stephens Consulting, LLC has filed its 13F form on July 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $422 Billion distributed in 1186 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 $86.7B, Vanguard Bd Index Fd Inc Total with a value of $40.6B, Vanguard Mid Cap ETF with a value of $39.3B, Vanguard Value ETF with a value of $36.3B, and Ishares Tr with a value of $19.6B.
Examining the 13F form we can see an increase of $22.9B in the current position value, from $399B to 422B.
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
$422 Billion
ETFs: $356 Billion
Financial Services: $16.8 Billion
Technology: $12.2 Billion
Healthcare: $3.41 Billion
Consumer Defensive: $3.02 Billion
Consumer Cyclical: $2.8 Billion
Industrials: $2.45 Billion
Utilities: $2.29 Billion
Other: $3.77 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
