TraderTrends

Manager Profile

STEPHEN J. GARRY & ASSOCIATES, LLC

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

Most Recent 13F

Q2 2026

Location

GARDEN CITY, NY

Portfolio Value

$137.1M

Latest reported 13F value

Holdings

5

Distinct positions in last filing

Top Position

VANGUARD INDEX FDS

Latest disclosed holding

Top 4

922908736 464285204 921937835 922908363 921937819

Quick ticker snapshot

Sector Exposure

How this manager's portfolio splits across sectors.

No sector classification available yet for this manager.

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: 299.2K

25.8M

Position Value
2
ISHARES GOLD TR

Shares: 160.5K

12.1M

Position Value
3
VANGUARD BD INDEX FDS

Shares: 146.2K

10.7M

Position Value
4
VANGUARD INDEX FDS

Shares: 15.5K

10.7M

Position Value
5
VANGUARD BD INDEX FDS

Shares: 112.4K

8.6M

Position Value
Filing History

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

Quarter Holdings Value Form Type Date Filed Filing ID