Stephenson & Company, Inc. - Portfolio overview

Stephenson & Company, Inc. has 47 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. RSP - INVESCO EXCHANGE TRADED FD T, 14.08%
2. BRKB - BERKSHIRE HATHAWAY INC DEL, 14.02%
3. VEA - VANGUARD TAX-MANAGED FDS, 13.85%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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