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Portfolio (Quarterly) Guide ↗

Stephens Consulting, LLC

· CIK 0001961632
13F Portfolio $292M AUM Filed Oct 15, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 388 New
Page 8 of 20  ·  388 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ON ON SEMICONDUCTOR CORP Technology 1,000.0 $49K 0.02% NEW $49.31 +154.4%
142 BNTX BIONTECH SE Healthcare 500.0 $49K 0.02% NEW $98.62 -5.1%
143 FE FIRSTENERGY CORP Utilities 1,050.0 $48K 0.02% NEW $45.82 +1.2%
144 CEG CONSTELLATION ENERGY CORP Utilities 146.0 $48K 0.02% NEW $329.08 -12.0%
145 DOW DOW INC Basic Materials 2,047.0 $47K 0.02% NEW $22.93 +52.4%
146 GE GE AEROSPACE Industrials 143.0 $43K 0.01% NEW $300.83 +6.6%
147 VZ VERIZON COMMUNICATIONS INC Communication Services 955.0 $42K 0.01% NEW $43.95 +9.5%
148 CIBR FIRST TR EXCHANGE TRADED FD 540.0 $41K 0.01% NEW $76.01 +10.1%
149 NIO NIO INC Consumer Cyclical 5,000.0 $38K 0.01% NEW $7.62 -26.7%
150 IBDS ISHARES TR 1,528.0 $37K 0.01% NEW $24.34 -0.4%
151 IBDR ISHARES TR 1,523.0 $37K 0.01% NEW $24.30 -0.2%
152 ISHARES TR 1,463.0 $37K 0.01% NEW $25.19
153 BSV VANGUARD BD INDEX FDS 460.0 $36K 0.01% NEW $78.91 -1.1%
154 TGT TARGET CORP Consumer Defensive 393.0 $35K 0.01% NEW $89.70 +44.0%
155 MRK MERCK & CO INC Healthcare 417.0 $35K 0.01% NEW $83.93 +43.5%
156 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 350.0 $35K 0.01% NEW $99.81 -36.5%
157 COIN COINBASE GLOBAL INC Financial Services 101.0 $34K 0.01% NEW $337.50 -46.4%
158 XLE SELECT SECTOR SPDR TR 377.0 $34K 0.01% NEW $89.34 -36.0%
159 IBDT ISHARES TR 1,309.0 $33K 0.01% NEW $25.52 -1.0%
160 FXR FIRST TR EXCHANGE TRADED FD 425.0 $33K 0.01% NEW $78.14 +11.7%
Page 8 of 20  ·  388 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 35.5%
Technology 26.2%
Healthcare 7.3%
Consumer Defensive 6.8%
Consumer Cyclical 6.5%
Utilities 5.7%
Industrials 4.6%
Basic Materials 3.6%
Energy 2.3%
Communication Services 1.1%