Stephens Consulting, LLC has filed its 13F form on January 13, 2026 for Q4 2025 where it was disclosed a total value porftolio of $309 Billion distributed in 476 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $66.3B, Vanguard Bd Index Fd Inc Total with a value of $30.2B, Fidelity Covington Trust with a value of $27.4B, Vanguard Mid Cap ETF with a value of $25.7B, and Vanguard Value ETF with a value of $22.1B.
Examining the 13F form we can see an increase of $17.3B in the current position value, from $292B to 309B.
Stephens Consulting, LLC is based out at Flint, MI
Below you can find more details about Stephens Consulting, LLC portfolio as well as his latest detailed transactions.