13F filer

Stephens Consulting

As of Dec 31, 2025 Filed Jan 13, 2026 CIK 1961632 SEC filings ↗

Stale filing snapshot. This manager's latest published quarter is Q4 2025, behind the current site baseline of Q2 2026. These holdings remain available for historical reference but are excluded from sitewide current-holder totals.

13F Value

$309.4M

Positions

476

Top Position

VOO21.4%

Top 5

55.5%

Latest filing changes

1 VOO Vanguard 500 Index Fund — ETF Shares 21.4%

2 BND Vanguard Total Bond Market Index Fund — ETF Shares 9.7%

3 FENI Fidelity Enhanced International ETF 8.9%

4 VO Vanguard Morningstar Mid-Cap Index Fund — ETF Shares 8.3%

5 VTV Vanguard Morningstar Value Index Fund — ETF Shares 7.1%

Holdings476

#
1	VOO Vanguard 500 Index Fund — ETF Shares	21.4%	$66.3M	—	105.8K	—	ETF
2	BND Vanguard Total Bond Market Index Fund — ETF Shares	9.7%	$30.2M	—	407.1K	—	ETF
3	FENI Fidelity Enhanced International ETF	8.9%	$27.4M	—	748.8K	—	ETF
4	VO Vanguard Morningstar Mid-Cap Index Fund — ETF Shares	8.3%	$25.7M	—	88.5K	—	ETF
5	VTV Vanguard Morningstar Value Index Fund — ETF Shares	7.1%	$22.1M	—	115.5K	—	ETF
6	JMUB JPMorgan Municipal ETF	6.1%	$18.8M	—	372.9K	—	ETF
7	VB Vanguard Morningstar Small-Cap Index Fund — ETF Shares	5.9%	$18.3M	—	71.0K	—	ETF
8	AVUV Avantis U.S. Small Cap Value ETF	4.8%	$14.8M	—	145.1K	—	ETF
9	IBTG iShares iBonds Dec 2026 Term Treasury ETF	2.9%	$9.1M	—	397.7K	—	ETF
10	BRK.B Berkshire Hathaway Class B Filing details 084670702 Dec 31, 2025 17,888 reported quantity $8,991,404 reported value	2.9%	$9.0M	—	17.9K	—	Common Stock
11	RJF Raymond James Finl	2.1%	$6.5M	—	40.3K	—	Common Stock
12	IEFA iShares Core MSCI EAFE ETF	2.1%	$6.4M	—	71.2K	—	ETF
13	VIG Vanguard Dividend Appreciation Index Fund — ETF Shares	1.5%	$4.7M	—	21.4K	—	ETF
14	AAPL Apple	1.1%	$3.3M	—	12.2K	—	Common Stock
15	VUG Vanguard Morningstar Growth Index Fund — ETF Shares	0.9%	$2.7M	—	5.6K	—	ETF
16	IWF iShares Russell 1000 Growth ETF	0.9%	$2.7M	—	5.8K	—	ETF
17	NVDA NVIDIA	0.8%	$2.6M	—	14.0K	—	Common Stock
18	JPM JPMorgan Chase	0.8%	$2.6M	—	8.0K	—	Common Stock
19	EFA iShares MSCI EAFE ETF	0.7%	$2.1M	—	21.5K	—	ETF
20	BA Boeing	0.6%	$1.7M	—	8.0K	—	Common Stock

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.