Stephens Greth Foundation
•CIK: 2107267•Filing: Q4 2025
**Stephens Greth Foundation** manages $174M across a concentrated portfolio of four holdings. The fund maintains a significant core allocation to the S\&P 500 via VOO, representing $153.9M of its assets. Further diversification is evident with notable positions in global indices, including VGK ($10.2M), VWO ($5.0M), and EWJ ($4.9M). This structure suggests a systematic, equity-focused approach targeting broad market exposure.
Total AUM
$173.9M
QoQ Performance
N/A
Positions
3
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO
VGK
VOO88.5%
VGK5.9%
VWO2.9%
EWJ2.8%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
ETF88.5%
Other11.5%