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.