Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Helen Stephens Group, LLC (CIK 1895252) reported $501.2M across 124 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFUS ($53.3M, 10.63%), DFIC ($49.6M, 9.89%), QUAL ($43.7M, 8.71%), JCPB ($36.2M, 7.21%), DFAT ($33.5M, 6.68%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFUS | DIMENSIONAL ETF TRUST | $53.3M | 10.63% | 751,465 | Trimmed |
| 2 | DFIC | DIMENSIONAL ETF TRUST | $49.6M | 9.89% | 1.4M | Added |
| 3 | QUAL | ISHARES TR | $43.7M | 8.71% | 227,662 | Trimmed |
| 4 | JCPB | J P MORGAN EXCHANGE TRADED F | $36.2M | 7.21% | 767,937 | Added |
| 5 | DFAT | DIMENSIONAL ETF TRUST | $33.5M | 6.68% | 536,210 | Added |
| 6 | IUSG | ISHARES TR | $30.8M | 6.14% | 198,319 | Added |
| 7 | DFAC | DIMENSIONAL ETF TRUST | $30.4M | 6.07% | 782,288 | Added |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | $18.9M | 3.77% | 350,050 | Trimmed |
| 9 | JPST | J P MORGAN EXCHANGE TRADED F | $12.9M | 2.57% | 254,224 | Added |
| 10 | JMUB | J P MORGAN EXCHANGE TRADED F | $11.6M | 2.32% | 232,191 | Trimmed |
| 11 | DFAI | DIMENSIONAL ETF TRUST | $9.2M | 1.84% | 236,975 | Added |
| 12 | DFAR | DIMENSIONAL ETF TRUST | $9.2M | 1.84% | 389,654 | Added |
| 13 | SPY | SPDR S&P 500 ETF TR | $9.1M | 1.82% | 14,035 | Added |
| 14 | MUB | ISHARES TR | $9.0M | 1.80% | 85,173 | Added |
| 15 | JMST | J P MORGAN EXCHANGE TRADED F | $8.4M | 1.67% | 164,010 | Added |
| 16 | VUG | VANGUARD INDEX FDS | $8.3M | 1.66% | 19,064 | Added |
| 17 | DFAU | DIMENSIONAL ETF TRUST | $7.4M | 1.47% | 163,041 | Added |
| 18 | VIG | VANGUARD SPECIALIZED FUNDS | $6.6M | 1.31% | 30,645 | Trimmed |
| 19 | WMT | WALMART INC | $6.5M | 1.29% | 51,967 | Added |
| 20 | XOM | EXXON MOBIL CORP | $6.2M | 1.24% | 36,510 | Added |
| 21 | DUHP | DIMENSIONAL ETF TRUST | $5.8M | 1.16% | 157,688 | Added |
| 22 | DFNM | DIMENSIONAL ETF TRUST | $5.0M | 1.00% | 104,427 | Added |
| 23 | DFEM | DIMENSIONAL ETF TRUST | $4.4M | 0.88% | 127,147 | Added |
| 24 | ITOT | ISHARES TR | $4.4M | 0.88% | 30,917 | Added |
| 25 | DFAS | DIMENSIONAL ETF TRUST | $4.0M | 0.79% | 55,851 | Added |
Source: SEC Form 13F filings · as of 2026-03-31