Stephens Consulting, LLC - Portfolio overview

Stephens Consulting, LLC has 518 reported holdings in this dataset, with the latest filing dated 2026-01-13.

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. VOO - VANGUARD INDEX FDS, 21.37%
2. BND - VANGUARD BD INDEX FDS, 9.71%
3. FENI - FIDELITY COVINGTON TRUST, 8.82%

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

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