account_balance

Investment manager · 13F filer · SEC CIK 1965176

Stevens Capital Partners

Reported value$574Mas of Sep 30, 2026
Positions185 33 new, 5 sold out
Top 10 weight43.5%VUG alone is 14%
FiledOct 2929 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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
VUG Vanguard Index FDS 13.7% Added +2%
IVV iShares Tr 6.0% Added +11%
SCHX Schwab Strategic Tr 3.8% Held
ITOT iShares Tr 3.6% Held
IWF iShares Tr 3.1% Added +4%
SPYV SPDR Series Trust 3.0% Added +9%
VOE Vanguard Index FDS 2.9% Added +7%
IUSG iShares Tr 2.5% Trimmed −4%
DFSD Dimensional ETF Trust 2.4% Trimmed −2%
SCHD Schwab Strategic Tr 2.4% Added +27%
EVTR Morgan Stanley ETF Trust 2.3% Added +5%
SLYV SPDR Series Trust 2.3% Added +2%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 29, 2026, compared with the Aug 10, 2026 filing
add_circleNew
  • HYZD $1.36M
  • MUNI $1.01M
  • SPHQ $421K
  • AMGN $344K
arrow_upwardAdded
arrow_downwardTrimmed
  • IUSG −4%
  • SPYG −3%
  • VOT −3%
  • BOC −3%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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