TraderTrends

Manager Profile

STEPHENS GROUP ASSET MANAGEMENT, LLC

Diversified · Financial Services 66%

A clean view of the latest 13F profile, portfolio scale, and filing history for this manager.

Most Recent 13F

Q2 2026

Location

LITTLE ROCK, AR

Portfolio Value

$1.8B

Latest reported 13F value

Holdings

5

Distinct positions in last filing

Top Position

VANGUARD INDEX FDS

Latest disclosed holding

Top 4

922908512 922908744 922908736 922908538 464287473

Quick ticker snapshot

Sector Exposure

How this manager's portfolio splits across sectors.

Financial Services
66.3%
Technology
12.3%
Healthcare
10.3%
Industrials
6.3%
Basic Materials
2.8%
Consumer Defensive
1.6%
Utilities
0%
Communication Services
0%
Consumer Cyclical
0%
Energy
0%
Real Estate
0%
Holdings Value Over Time

Quarterly trend based on reported 13F portfolio value.

Q2 2026
Largest Positions

Top 5 largest positions by current portfolio value.

1
VANGUARD INDEX FDS

Shares: 1.2M

241.7M

Position Value
2
VANGUARD INDEX FDS

Shares: 981.7K

213.9M

Position Value
3
VANGUARD INDEX FDS

Shares: 2.5M

212M

Position Value
4
VANGUARD INDEX FDS

Shares: 666.3K

204.1M

Position Value
5
ISHARES TR

Shares: 710K

116.9M

Position Value
Filing History

Quarter-by-quarter summary of this manager's 13F filings.

Quarter Holdings Value Form Type Date Filed Filing ID