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 $184.4M across 43 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: RSP ($26.1M, 14.17%), BRK/B ($26.0M, 14.10%), VEA ($25.7M, 13.94%), IVV ($25.0M, 13.57%), BSV ($19.0M, 10.30%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | RSP | INVESCO EXCHANGE TRADED FD T | $26.1M | 14.17% | 136,144 | Added |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $26.0M | 14.10% | 54,286 | Added |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $25.7M | 13.94% | 401,173 | Added |
| 4 | IVV | ISHARES TR | $25.0M | 13.57% | 38,328 | Added |
| 5 | BSV | VANGUARD BD INDEX FDS | $19.0M | 10.30% | 242,227 | Added |
| 6 | BIV | VANGUARD BD INDEX FDS | $11.7M | 6.36% | 152,001 | Added |
| 7 | IJR | ISHARES TR | $7.4M | 4.01% | 59,536 | Added |
| 8 | IJH | ISHARES TR | $7.3M | 3.94% | 107,702 | Added |
| 9 | VWO | VANGUARD INTL EQUITY INDEX F | $6.5M | 3.50% | 119,335 | Added |
| 10 | TIP | ISHARES TR | $4.4M | 2.40% | 40,119 | Added |
| 11 | SPY | STATE STR SPDR S&P 500 ETF T | $4.1M | 2.24% | 6,351 | Trimmed |
| 12 | MUB | ISHARES TR | $2.3M | 1.26% | 21,942 | Trimmed |
| 13 | EMB | ISHARES TR | $2.0M | 1.11% | 21,788 | Added |
| 14 | JNK | SPDR SERIES TRUST | $2.0M | 1.07% | 20,642 | Added |
| 15 | AAPL | APPLE INC | $1.9M | 1.05% | 7,645 | Trimmed |
| 16 | ITOT | ISHARES TR | $1.9M | 1.02% | 13,202 | Hold |
| 17 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $1.4M | 0.78% | 2 | Hold |
| 18 | IWM | ISHARES TR | $1.3M | 0.72% | 5,348 | Trimmed |
| 19 | EFA | ISHARES TR | $992,474 | 0.54% | 10,218 | Trimmed |
| 20 | NVDA | NVIDIA CORPORATION | $668,301 | 0.36% | 3,832 | Added |
| 21 | GLD | SPDR GOLD TR | $512,045 | 0.28% | 1,190 | Added |
| 22 | ANET | ARISTA NETWORKS INC | $453,427 | 0.25% | 3,693 | Added |
| 23 | EEM | ISHARES TR | $382,140 | 0.21% | 6,729 | Trimmed |
| 24 | ESGD | ISHARES TR | $368,806 | 0.20% | 3,857 | Added |
| 25 | VEU | VANGUARD INTL EQUITY INDEX F | $348,990 | 0.19% | 4,647 | Added |
Source: SEC Form 13F filings · as of 2026-03-31