Stephens Consulting, LLC
•CIK: 1961632•Filing: Q4 2025
**Stephens Consulting, LLC** manages $309M across a diversified portfolio of 475 positions. The strategy exhibits significant exposure to broad market indices, highlighted by the top holding in VOO at $66.3M. Notable allocations include substantial positions in fixed income (BND at $30.2M) and sector-specific plays, such as FENI ($27.4M) and VO ($25.7M). This structure suggests a core mandate focused on established market leaders while maintaining tactical diversification.
Total AUM
$309.4M
QoQ Performance
+6.7%
Positions
397
Top 10 Concentration
78.4%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO
BND
FENI
VO
VTV
JMUB
VB
VOO21.4%
BND9.7%
FENI8.9%
VO8.3%
VTV7.1%
JMUB6.1%
VB5.9%
AVUV4.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other68.7%
ETF21.6%
Financial3.9%
Technology2.6%
Industrial0.9%
Consumer0.7%
Healthcare0.7%
Consumer Staples0.3%
🚪 Exited Positionssold since Q3 2025
+191 more exited positions
Changes from Q3 2025
NEW11 new positions
↑82 increased
↓24 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023