account_balance
Investment manager · 13F filer · SEC CIK 1726808
Stephens Group Asset Management, LLC
Reported value$1.75Bas of Sep 30, 2026
Positions26 0 new, 0 sold out
Top 10 weight82.6%VOE alone is 14%
FiledOct 99 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOEVanguard Index FDS
13.7%
VUGVanguard Index FDS
12.4%Trimmed −2%
VTVVanguard Index FDS
12.0%
VOTVanguard Index FDS
11.5%Added +4%
IWSiShares Tr
6.3%Trimmed −4%
VBRVanguard Index FDS
6.2%
IWDiShares Tr
5.6%Trimmed −8%
IWFiShares Tr
5.5%Added +4%
IWPiShares Tr
5.0%+13%
SPTISPDR Series Trust
4.6%+11%
VBKVanguard Index FDS
2.9%
IWNiShares Tr
2.8%
VOEVanguard Index FDS
13.7%
VUGVanguard Index FDS
12.4%Trimmed −2%
VTVVanguard Index FDS
12.0%
VOTVanguard Index FDS
11.5%+4%
IWSiShares Tr
6.3%
VBRVanguard Index FDS
6.2%
IWDiShares Tr
5.6%
IWFiShares Tr
5.5%
IWP5.0%
SPTI
VBK2.9%
IWN2.8%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOE Vanguard Index FDS 13.7% Held
VUG Vanguard Index FDS 12.4% Trimmed −2%
VTV Vanguard Index FDS 12.0% Held
VOT Vanguard Index FDS 11.5% Added +4%
IWS iShares Tr 6.3% Trimmed −4%
VBR Vanguard Index FDS 6.2% Held
IWD iShares Tr 5.6% Trimmed −8%
IWF iShares Tr 5.5% Added +4%
IWP iShares Tr 5.0% Added +13%
SPTI SPDR Series Trust 4.6% Added +11%
VBK Vanguard Index FDS 2.9% Held
IWN iShares Tr 2.8% Held
What changed
Biggest moves since Jun 30, 2026
add_circleNew
None
arrow_upwardAdded
- IWP +13%
- SPTI +11%
- SCHP +10%
- SPIB +9%
arrow_downwardTrimmed
- IWO −18%
- IWD −8%
- IEMG −6%
- IWS −4%
remove_circleSold out
None
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.