13F Insight
DOSSIER · 13F-HR · Q2 2026

Helen Stephens Group, LLC

$589M in tracked AUM across 132 positions as of Q2 2026.

HS
CIK 0001895252 · last filed Jun 30, 2026
Total AUM
$589M
as of Q2 2026
Holdings
132
—
positions
Whale Score
65
65
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Helen Stephens Group, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
DFUS
DIMENSIONAL ETF TRUST
$68M828K11.5%02
DFIC
DIMENSIONAL ETF TRUST
$57M1.5M9.6%03
QUAL
ISHARES TR
$54M245K9.1%04
DFAT
DIMENSIONAL ETF TRUST
$41M585K6.9%05
JCPB
J P MORGAN EXCHANGE TRADED F
$40M852K6.8%06
IUSG
ISHARES TR
$40M211K6.8%07
DFAC
DIMENSIONAL ETF TRUST
$35M779K5.9%08
VWO
VANGUARD INTL EQUITY INDEX F
$22M374K3.8%09
JMUB
J P MORGAN EXCHANGE TRADED F
$15M304K2.6%10
JPST
J P MORGAN EXCHANGE TRADED F
$13M262K2.3%

Filing history

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 positionsView →2025Q2Jun 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 positionsLocked2023Q3Sep 30
$193M▼ 2.3%
66 positionsLocked
Showing 12 of 19