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.
STEVENS CAPITAL PARTNERS (CIK 1965176) reported $415.9M across 126 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VUG ($66.9M, 16.08%), IVV ($23.3M, 5.61%), ITOT ($17.6M, 4.23%), SCHX ($17.1M, 4.11%), IWF ($15.2M, 3.66%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $66.9M | 16.08% | 153,061 | Trimmed |
| 2 | IVV | ISHARES TR | $23.3M | 5.61% | 35,745 | Trimmed |
| 3 | ITOT | ISHARES TR | $17.6M | 4.23% | 123,412 | Added |
| 4 | SCHX | SCHWAB STRATEGIC TR | $17.1M | 4.11% | 666,106 | Added |
| 5 | IWF | ISHARES TR | $15.2M | 3.66% | 35,743 | Added |
| 6 | IUSG | ISHARES TR | $14.0M | 3.36% | 90,026 | Added |
| 7 | VOE | VANGUARD INDEX FDS | $13.1M | 3.15% | 71,072 | Added |
| 8 | EVTR | MORGAN STANLEY ETF TRUST | $12.0M | 2.88% | 235,871 | Trimmed |
| 9 | DFSD | DIMENSIONAL ETF TRUST | $11.5M | 2.77% | 240,385 | New |
| 10 | TPR | TAPESTRY INC | $11.0M | 2.65% | 78,138 | Added |
| 11 | SCHD | SCHWAB STRATEGIC TR | $10.2M | 2.46% | 332,847 | Added |
| 12 | SPYV | SPDR SERIES TRUST | $9.8M | 2.35% | 172,719 | Added |
| 13 | SLYV | SPDR SERIES TRUST | $9.6M | 2.30% | 101,150 | Added |
| 14 | VTI | VANGUARD INDEX FDS | $8.4M | 2.02% | 26,188 | Added |
| 15 | SCHA | SCHWAB STRATEGIC TR | $8.4M | 2.01% | 287,423 | Added |
| 16 | UNP | UNION PAC CORP | $8.0M | 1.93% | 33,073 | Trimmed |
| 17 | IWP | ISHARES TR | $7.7M | 1.85% | 60,109 | Added |
| 18 | SCHF | SCHWAB STRATEGIC TR | $5.6M | 1.34% | 224,369 | Added |
| 19 | IWN | ISHARES TR | $5.4M | 1.29% | 28,230 | Added |
| 20 | BOC | BOSTON OMAHA CORP | $5.3M | 1.28% | 456,551 | Added |
| 21 | VTV | VANGUARD INDEX FDS | $5.1M | 1.23% | 26,086 | Trimmed |
| 22 | AAPL | APPLE INC | $5.0M | 1.20% | 19,723 | Added |
| 23 | IUSV | ISHARES TR | $4.9M | 1.18% | 48,024 | Trimmed |
| 24 | SCHM | SCHWAB STRATEGIC TR | $4.5M | 1.09% | 145,913 | Added |
| 25 | IWO | ISHARES TR | $4.4M | 1.07% | 14,177 | Added |
Source: SEC Form 13F filings · as of 2026-03-31