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Portfolio (Quarterly) Guide ↗

Stephens Consulting, LLC

· CIK 0001961632
13F Portfolio $309M AUM 476 positions Filed Jan 13, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 133 New 85 Added 29 Reduced 44 Exited
Page 1 of 24  ·  476 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VOO VANGUARD INDEX FDS 105,780.0 $66.3M 21.44% +881.0 +0.8% $627.13 +10.0%
2 BND VANGUARD BD INDEX FDS 407,094.0 $30.2M 9.74% +7K +1.7% $74.07 -1.0%
3 FENI FIDELITY COVINGTON TRUST 748,808.0 $27.4M 8.85% +9K +1.2% $36.58 +10.0%
4 VO VANGUARD INDEX FDS 88,518.0 $25.7M 8.30% +773.0 +0.9% $290.22 -72.9%
5 VTV VANGUARD INDEX FDS 115,522.0 $22.1M 7.13% $190.99 +11.0%
6 JMUB J P MORGAN EXCHANGE TRADED F 372,925.0 $18.8M 6.09% +3K +0.7% $50.50 -0.5%
7 VB VANGUARD INDEX FDS 71,033.0 $18.3M 5.92% +60K +569.1% $257.95 +13.9%
8 AVUV AMERICAN CENTY ETF TR 145,109.0 $14.8M 4.78% -1K -1.0% $101.98 +19.3%
9 ISHARES TR 397,664.0 $9.1M 2.94% +6K +1.6% $22.87
10 BERKSHIRE HATHAWAY INC DEL 17,888.0 $9.0M 2.91% -179.0 -1.0% $502.65
11 RJF RAYMOND JAMES FINL INC Financial Services 40,278.0 $6.5M 2.09% -10K -19.5% $160.59 -8.0%
12 IEFA ISHARES TR 71,189.0 $6.4M 2.06% -859.0 -1.2% $89.46 +9.6%
13 VIG VANGUARD SPECIALIZED FUNDS 21,399.0 $4.7M 1.52% +156.0 +0.7% $219.78 +6.3%
14 AAPL APPLE INC Technology 12,191.0 $3.3M 1.07% $271.87 +14.5%
15 VUG VANGUARD INDEX FDS 5,621.0 $2.7M 0.89% -173.0 -3.0% $487.86 -82.0%
16 IWF ISHARES TR 5,770.0 $2.7M 0.88% $473.30 -73.5%
17 NVDA NVIDIA CORPORATION Technology 13,954.0 $2.6M 0.84% -11K -43.7% $186.50 +12.6%
18 JPM JPMORGAN CHASE & CO. Financial Services 8,045.0 $2.6M 0.84% +162.0 +2.1% $322.21 -6.7%
19 EFA ISHARES TR 21,466.0 $2.1M 0.67% $96.03 +9.2%
20 BA BOEING CO Industrials 8,022.0 $1.7M 0.56% +6K +301.1% $217.12 +4.0%
Page 1 of 24  ·  476 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 33.0%
Technology 22.0%
Industrials 9.1%
Healthcare 8.2%
Consumer Defensive 7.0%
Utilities 6.3%
Consumer Cyclical 5.0%
Basic Materials 3.6%
Communication Services 2.7%
Energy 2.7%