13F Insight
DOSSIER · 13F-HR · Q3 2026

Helen Stephens Group, LLC

$627M in tracked AUM across 134 positions as of Q3 2026.

HS
CIK 0001895252 · last filed Sep 30, 2026
Total AUM
$627M
as of Q3 2026
Holdings
134
—
positions
Whale Score
67
67
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Helen Stephens Group, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
DFUS
DIMENSIONAL ETF TRUST
$74M889K11.8%02
DFIC
DIMENSIONAL ETF TRUST
$62M1.6M9.8%03
QUAL
ISHARES TR
$57M256K9.1%04
IUSG
ISHARES TR
$43M223K6.9%05
DFAT
DIMENSIONAL ETF TRUST
$40M598K6.3%06
JCPB
J P MORGAN EXCHANGE TRADED F
$36M808K5.8%07
DFAC
DIMENSIONAL ETF TRUST
$35M786K5.6%08
VWO
VANGUARD INTL EQUITY INDEX F
$24M413K3.9%09
MUB
ISHARES TR
$17M164K2.6%10
JPST
J P MORGAN EXCHANGE TRADED F
$14M282K2.3%

Filing history

2026Q3Sep 30
$627M▲ 6.5%
134 positionsView →2026Q2Jun 30
$589M▲ 17.5%
132 positionsView →2026Q1Mar 31
$501M▲ 5.3%
124 positionsView →2025Q4Dec 31
$476M▲ 42.3%
118 positionsView →2025Q3Sep 30
$335M▼ 17.0%
56 positionsLocked2025Q2Jun 30
$403M▲ 14.1%
88 positionsLocked2025Q1Mar 31
$353M▲ 4.7%
86 positionsLocked2024Q4Dec 31
$337M▲ 2.4%
86 positionsLocked2024Q3Sep 30
$329M▲ 13.9%
89 positionsLocked2024Q2Jun 30
$289M▲ 11.7%
83 positionsLocked2024Q1Mar 31
$259M▲ 16.0%
73 positionsLocked2023Q4Dec 31
$223M▲ 15.4%
74 positionsLocked
Showing 12 of 20