STEPHENS GROUP ASSET MANAGEMENT, LLC

CIK: 0001726808SEC EDGAR →

Portfolio Value

$1.5B

Holdings

26

As of

Q4 2025

New Positions

0

Closed Positions

6

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

VANGUARD INDEX FDS

1,104,020$195.8M
13.08%
2

VANGUARD INDEX FDS

971,407$185.5M
12.39%
3

VANGUARD INDEX FDS

317,708$155.0M
10.35%
4

VANGUARD INDEX FDS

454,773$126.9M
8.48%
5

ISHARES TR

712,312$100.5M
6.71%
6

SPDR SERIES TRUST

3,273,468$94.4M
6.30%
7

ISHARES TR

430,753$90.6M
6.05%
8

ISHARES TR

179,032$84.7M
5.66%
9

VANGUARD INDEX FDS

381,201$80.7M
5.39%
10

ISHARES TR

538,596$73.8M
4.93%

Quarterly Changes

Top Buys

VTV↑ Increased
$5.3M
VOT↑ Increased
$4.6M
VOE↑ Increased
$4.4M
VUG↑ Increased
$3.3M
IWP↑ Increased
$2.7M

Top Sells

IWD↓ Decreased
$2.7M
IWN↓ Decreased
$1.0M
IWF↓ Decreased
$419K
SPTI↓ Decreased
$221K
SCHO↓ Decreased
$161K

Sector Breakdown

Sector# HoldingsValue%
Financial Services25$1.5B99.0%
Unknown1$14.9M1.0%