CIK 1961632
Stephens Consulting, LLC
Institutional 13F holdings & portfolio
Holdings
476
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 476
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 106K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 407K | $1M+ | SH |
| FENI | FIDELITY COVINGTON TRUST | 749K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 89K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 116K | $1M+ | SH |
| JMUB | J P MORGAN EXCHANGE TRADED F | 373K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 71K | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 145K | $1M+ | SH |
| IBTG | ISHARES TR | 398K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 18K | $1M+ | SH |
| RJF | RAYMOND JAMES FINL INC | 40K | $1M+ | SH |
| IEFA | ISHARES TR | 71K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 21K | $1M+ | SH |
| AAPL | APPLE INC | 12K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 6K | $1M+ | SH |
| IWF | ISHARES TR | 6K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 14K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 8K | $1M+ | SH |
| EFA | ISHARES TR | 21K | $1M+ | SH |
| BA | BOEING CO | 8K | $1M+ | SH |
| HOOD | ROBINHOOD MKTS INC | 13K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 6K | $1M+ | SH |
| DTE | DTE ENERGY CO | 9K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 2K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 15K | $500K+ | SH |
| VXF | VANGUARD INDEX FDS | 4K | $500K+ | SH |
| MUB | ISHARES TR | 7K | $500K+ | SH |
| JNJ | JOHNSON & JOHNSON | 3K | $500K+ | SH |
| WMT | WALMART INC | 6K | $500K+ | SH |
| GLD | SPDR GOLD TR | 2K | $500K+ | SH |
| LIN | LINDE PLC | 1K | $500K+ | SH |
| TSLA | TESLA INC | 1K | $500K+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 4K | $500K+ | SH |
| HCA | HCA HEALTHCARE INC | 1K | $500K+ | SH |
| MO | ALTRIA GROUP INC | 8K | $100K–$500K | SH |
| VV | VANGUARD INDEX FDS | 2K | $100K–$500K | SH |
| IUSG | ISHARES TR | 3K | $100K–$500K | SH |
| AMGN | AMGEN INC | 1K | $100K–$500K | SH |
| OKLO | OKLO INC | 6K | $100K–$500K | SH |
| HD | HOME DEPOT INC | 1K | $100K–$500K | SH |
| PG | PROCTER AND GAMBLE CO | 3K | $100K–$500K | SH |
| SYK | STRYKER CORPORATION | 1K | $100K–$500K | SH |
| PEP | PEPSICO INC | 3K | $100K–$500K | SH |
| DELL | DELL TECHNOLOGIES INC | 3K | $100K–$500K | SH |
| XOM | EXXON MOBIL CORP | 3K | $100K–$500K | SH |
| GOOGL | ALPHABET INC | 1K | $100K–$500K | SH |
| GILD | GILEAD SCIENCES INC | 3K | $100K–$500K | SH |
| ABBV | ABBVIE INC | 1K | $100K–$500K | SH |
| CAT | CATERPILLAR INC | 564 | $100K–$500K | SH |
| SMG | SCOTTS MIRACLE-GRO CO | 5K | $100K–$500K | SH |