Stegent Equity Advisors, Inc. has filed its 13F form on January 14, 2026 for Q4 2025 where it was disclosed a total value porftolio of $101 Million distributed in 116 stocks.

Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $5.46M, Abrdn Precious Metals Basket ETF Trust with a value of $4.73M, Texas Pacific Land Corp with a value of $4.34M, First Trust Rising Dividend Ac with a value of $4.07M, and First Trust Water ETF with a value of $4.04M.

Examining the 13F form we can see an decrease of $241K in the current position value, from $102M to 101M.

Stegent Equity Advisors, Inc. is based out at Houston, TX

Below you can find more details about Stegent Equity Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $101 Million
ETFs: $54.1 Million
Technology: $7.77 Million
Energy: $7.44 Million
Financial Services: $7.08 Million
Consumer Defensive: $6.14 Million
Communication Services: $4.88 Million
Healthcare: $4.62 Million
Consumer Cyclical: $3.25 Million
Other: $4.25 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 116
  • Current Value $101 Million
  • Prior Value $102 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 14, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 19 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 stocks
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