Stenger Family Office, LLC

2. Key Holdings

The portfolio is characterized by a heavy concentration in its top positions, with the top 10 holdings accounting for approximately 63.3% of the total assets.

• WISDOMTREE TR (WFST): This is the dominant position, comprising 17.89% of the portfolio ($43.37M). The firm increased this stake by 8.1% ($3.33M), signaling strong conviction in this specific fund or strategy.
• NVDA (NVIDIA): The largest individual equity holding is NVIDIA, representing 8.36% ($20.25M). The firm added $3.81M (+15.3%) to this position, reinforcing a significant bet on the technology/AI sector.
• JPM (JPMorgan Chase): A major financial weighting at 7.49% ($18.14M). The position was increased by 11.9%, suggesting confidence in the traditional banking sector.
• Communication Services Leaders: Alphabet (GOOGL) and Meta Platforms (META) are core holdings. Interestingly, the manager reduced the Class A shares (GOOGL) by $4.07M (-2.8%) but aggressively increased the Class C shares (GOOG) by 38.2% (+$2.15M), likely a tactical rebalancing between share classes while maintaining overall exposure.