account_balance
Investment manager · 13F filer · SEC CIK 757657
Stephens Inc
Reported value$8.93Bas of Jun 30, 2026
Positions1,332 98 new, 77 sold out
Top 10 weight19.9%VTI alone is 3%
FiledJul 2929 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
VTIVanguard Index FDS
2.7%
AAPLApple Inc
2.7%Added +2%
QQQInvesco QQQ Tr
2.2%
WMTWalmart Inc
2.0%Added +3%
NVDANvidia Corporation
1.9%
AMZNAmazon Com Inc
1.8%Added +5%
AVGOBroadcom Inc
1.7%Trimmed −3%
MSFTMicrosoft Corp
1.6%Added +2%
IWDiShares Tr
1.6%
JPMJPMorgan Chase & Co
1.6%Added +4%
IWFiShares Tr
1.5%Added +306%
GOOGLAlphabet Inc
1.4%Added +3%
VTI2.7%AAPL2.7%QQQ2.2%
WMTWalmart Inc
2.0%Added +3%
NVDANvidia Corporation
1.9%
AMZNAmazon Com Inc
1.8%Added +5%
AVGO1.7%MSFT1.6%IWD1.6%JPM1.6%IWF1.5%GOOGL1.4%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
VTI Vanguard Index FDS 2.7% HeldAAPL Apple Inc 2.7% Added +2%QQQ Invesco QQQ Tr 2.2% HeldWMT Walmart Inc 2.0% Added +3%NVDA Nvidia Corporation 1.9% HeldAMZN Amazon Com Inc 1.8% Added +5%AVGO Broadcom Inc 1.7% Trimmed −3%MSFT Microsoft Corp 1.6% Added +2%IWD iShares Tr 1.6% HeldJPM JPMorgan Chase & Co 1.6% Added +4%IWF iShares Tr 1.5% Added +306%GOOGL Alphabet Inc 1.4% Added +3%
What changed