13FINSIGHT
13F Insight
FilersStocks13FActivistsInsider
Login
13FINSIGHT
13F Insight
FilersStocks13FActivistsInsider
Login
Filers›Holding Co.›STEPHENS GROUP ASSET MANAGEMENT, LLC
DOSSIER · 13F-HR · Q1 2026

STEPHENS GROUP ASSET MANAGEMENT, LLC

STEPHENS ASSET's holding co. based in Greenwich, CT — $1.6B in tracked AUM across 26 positions as of Q1 2026.

SA
STEPHENS ASSET·Greenwich, CT·Holding Co.
CIK 0001726808 · last filed Mar 31, 2026
Total AUM
$1.6B
▲ 8.9%
vs prior
Holdings
26
—
positions
Whale Score
75
75
strong
Activity
—
no data
changes this Q
Top sector
Financials
12% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Comprehensive 13F Analysis: Stephens Group Asset Management, LLC
1. Portfolio Overview

The filing for Stephens Group Asset Management, LLC (CIK: 0001726808) reveals a dramatic transformation in the firm’s portfolio structure during the quarter ending December 31, 2025. The total portfolio value surged by 720.1%, growing from approximately $182.59 million to $1.50 billion. This exponential increase indicates a significant capital inflow or a major strategic restructuring, likely...

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
VOE
VANGUARD INDEX FDS
$225M1.2M14.3%
02
VTV
VANGUARD INDEX FDS
$193M985K12.3%
03
VUG
VANGUARD INDEX FDS
$179M410K11.4%
04
VOT
VANGUARD INDEX FDS
$170M660K10.8%
05
IWS
ISHARES TR
$104M713K6.6%
06
VBR
VANGUARD INDEX FDS
$101M463K6.4%
07
IWD
ISHARES TR
$92M431K5.9%
08
IWF
ISHARES TR
$78M182K5.0%
09
SPTI
SPDR SERIES TRUST
$73M2.5M4.6%
10
IWP
ISHARES TR
$71M551K4.5%

Filing history

Filing history loading…
AI Agent · grounded in STEPHENS
haiku-4-5 · 26 positions indexed
Sector mix
  • Financials12%
  • Health Care4%
  • Cons. Disc.7%
  • Communications24%
  • Industrials48%
  • Energy13%
FilersStocks13FActivistsInsiderResearchLearnNewsPricingTermsPrivacyContact

© 2026 13F Insight — Track smart money. Ask the AI Agent.

Listed on Turbo0Featured on Findly ToolsFeatured on toolfame.comFeatured on saasfame.comFeatured on Gets.ToolsZ-ImageFeatured On Micro SaaS ExamplesListed on MarketingDBFeatured on SaasDBFeatured on FazierBusiness Services - OnToplist.comFeatured on SubmitMySaasFeatured on ToolDirsFeatured on ToolfioFeatured on Twelve ToolsListed on uno directoryFeatured on Dang.aiFeatured on ToolPilotFeatured on Startup FameFeatured on PostmakeFeatured on Code.Market