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.
STEPHENS GROUP ASSET MANAGEMENT, LLC (CIK 1726808) reported $1.57B across 26 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOE ($225.0M, 14.34%), VTV ($193.3M, 12.32%), VUG ($178.9M, 11.40%), VOT ($169.9M, 10.83%), IWS ($104.0M, 6.63%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOE | VANGUARD INDEX FDS | $225.0M | 14.34% | 1.2M | Added |
| 2 | VTV | VANGUARD INDEX FDS | $193.3M | 12.32% | 985,079 | Added |
| 3 | VUG | VANGUARD INDEX FDS | $178.9M | 11.40% | 409,574 | Added |
| 4 | VOT | VANGUARD INDEX FDS | $169.9M | 10.83% | 660,319 | Added |
| 5 | IWS | ISHARES TR | $104.0M | 6.63% | 713,481 | Added |
| 6 | VBR | VANGUARD INDEX FDS | $100.5M | 6.41% | 462,819 | Added |
| 7 | IWD | ISHARES TR | $92.1M | 5.87% | 431,178 | Added |
| 8 | IWF | ISHARES TR | $77.7M | 4.95% | 182,248 | Added |
| 9 | SPTI | SPDR SERIES TRUST | $72.7M | 4.64% | 2.5M | Trimmed |
| 10 | IWP | ISHARES TR | $70.6M | 4.50% | 550,990 | Added |
| 11 | VBK | VANGUARD INDEX FDS | $45.1M | 2.88% | 149,329 | Added |
| 12 | IWN | ISHARES TR | $45.0M | 2.87% | 237,549 | Trimmed |
| 13 | SPIB | SPDR SERIES TRUST | $42.5M | 2.71% | 1.3M | Trimmed |
| 14 | SCHP | SCHWAB STRATEGIC TR | $38.0M | 2.42% | 1.4M | Trimmed |
| 15 | SCHO | SCHWAB STRATEGIC TR | $37.5M | 2.39% | 1.5M | Trimmed |
| 16 | IWO | ISHARES TR | $23.6M | 1.51% | 75,294 | Added |
| 17 | IEMG | ISHARES INC | $18.3M | 1.17% | 262,867 | Added |
| 18 | IGSB | ISHARES TR | $15.5M | 0.99% | 295,113 | Trimmed |
| 19 | IEFA | ISHARES TR | $15.0M | 0.96% | 165,682 | Trimmed |
| 20 | FLOT | ISHARES TR | $810,920 | 0.05% | 15,916 | Trimmed |
| 21 | SHY | ISHARES TR | $556,852 | 0.04% | 6,744 | Hold |
| 22 | VGIT | VANGUARD SCOTTSDALE FDS | $525,827 | 0.03% | 8,830 | Hold |
| 23 | IEI | ISHARES TR | $538,563 | 0.03% | 4,541 | Hold |
| 24 | VCIT | VANGUARD SCOTTSDALE FDS | $296,824 | 0.02% | 3,587 | Hold |
| 25 | VCSH | VANGUARD SCOTTSDALE FDS | $303,366 | 0.02% | 3,827 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31