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Filers›Asset Manager›Stenger Family Office, LLC
DOSSIER · 13F-HR · Q1 2026

Stenger Family Office, LLC

Stenger Family Office's asset manager based in Stamford, CT — $566M in tracked AUM across 117 positions as of Q1 2026.

SF
Stenger Family Office·Stamford, CT·Asset Manager
CIK 0002056106 · last filed Mar 31, 2026
Total AUM
$566M
▲ 2.3%
vs prior
Holdings
117
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
Top sector
Financials
19% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of Stenger Family Office, LLC SEC 13F Filing
1. Portfolio Overview

As of the report date September 30, 2025, the Stenger Family Office manages a portfolio valued at approximately $242.35 million, representing a solid growth of +10.5% from the previous quarter's $219.40 million. The portfolio consists of 43 holdings, indicating a strategy that balances diversification with focused exposure. The management style appears active, evidenced by the high turnove...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
USFR
WISDOMTREE TR
$51M1.0M9.0%
02
GRNY
TIDAL TRUST I
$31M1.3M5.5%
03
MSFT
MICROSOFT CORP
$29M78K5.1%
04
NVDA
NVIDIA CORPORATION
$27M155K4.8%
05
DGRW
WISDOMTREE TR
$27M308K4.8%
06
AAPL
APPLE INC
$26M103K4.6%
07
JPM
JPMORGAN CHASE & CO
$21M71K3.7%
08
XOM
EXXON MOBIL CORP
$21M122K3.7%
09
AFLG
FIRST TR EXCHNG TRADED FD VI
$16M421K2.9%
10
AMZN
AMAZON COM INC
$16M77K2.8%

Filing history

Filing history loading…
AI Agent · grounded in Stenger
haiku-4-5 · 117 positions indexed
Sector mix
  • Financials19%
  • Health Care4%
  • Cons. Disc.36%
  • Industrials9%
  • Energy17%
  • Other15%
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