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.
Stephenson & Company, Inc. (CIK 2001544) reported $213.5M across 50 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: RSP ($30.9M, 14.49%), IVV ($30.4M, 14.22%), VEA ($29.9M, 14.03%), BRK/B ($29.1M, 13.64%), BSV ($19.2M, 8.98%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | RSP | INVESCO EXCHANGE TRADED FD T | $30.9M | 14.49% | 145,353 | Added |
| 2 | IVV | ISHARES TR | $30.4M | 14.22% | 40,539 | Added |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $29.9M | 14.03% | 420,205 | Added |
| 4 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $29.1M | 13.64% | 58,177 | Added |
| 5 | BSV | VANGUARD BD INDEX FDS | $19.2M | 8.98% | 245,951 | Added |
| 6 | BIV | VANGUARD BD INDEX FDS | $11.9M | 5.58% | 155,421 | Added |
| 7 | IJR | ISHARES TR | $9.4M | 4.39% | 63,165 | Added |
| 8 | IJH | ISHARES TR | $8.8M | 4.14% | 114,533 | Added |
| 9 | VWO | VANGUARD INTL EQUITY INDEX F | $7.5M | 3.51% | 125,603 | Added |
| 10 | TIP | ISHARES TR | $4.9M | 2.30% | 44,915 | Added |
| 11 | SPY | STATE STR SPDR S&P 500 ETF T | $4.9M | 2.27% | 6,496 | Added |
| 12 | MUB | ISHARES TR | $2.3M | 1.10% | 21,786 | Trimmed |
| 13 | AAPL | APPLE INC | $2.2M | 1.04% | 7,704 | Added |
| 14 | ITOT | ISHARES TR | $2.2M | 1.02% | 13,202 | Hold |
| 15 | EMB | ISHARES TR | $2.1M | 1.00% | 22,243 | Added |
| 16 | JNK | SPDR SERIES TRUST | $2.0M | 0.96% | 21,208 | Added |
| 17 | IWM | ISHARES TR | $1.5M | 0.73% | 5,158 | Trimmed |
| 18 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $1.5M | 0.70% | 2 | Hold |
| 19 | VOO | VANGUARD INDEX FDS | $1.4M | 0.67% | 2,080 | Added |
| 20 | LEND | SEI EXCHANGE TRADED FUNDS | $1.1M | 0.50% | 42,600 | New |
| 21 | EFA | ISHARES TR | $973,667 | 0.46% | 9,373 | Trimmed |
| 22 | NVDA | NVIDIA CORPORATION | $766,745 | 0.36% | 3,832 | Hold |
| 23 | ANET | ARISTA NETWORKS INC | $575,214 | 0.27% | 3,386 | Trimmed |
| 24 | EEM | ISHARES TR | $462,930 | 0.22% | 6,767 | Added |
| 25 | CGIC | CAPITAL GROUP INTERNATIONAL | $417,612 | 0.20% | 11,476 | New |
Source: SEC Form 13F filings · as of 2026-06-30