13F Filings History of Stephens Consulting, LLC

Latest 13F report
Q4 2025 - 13 Jan 2026
Value $
$309,448,316
Signature - Title
Sheryl Stephens - CCO and Managing Member
Location
Flint, MI
Summary
This page shows a list of all the recent 13F filings made by Stephens Consulting, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Stephens Consulting, LLC reported 475 stock holdings with total value $309,448,316 as of Q4 2025. Top holdings included VOO, BND, FENI, VO, and VTV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 475 $309,448,316 +$22,879,204 -$6,098,598 +$16,780,606 VOO, BND, FENI, VO, VTV 13F-HR 13 Jan 2026, 17:11
Q3 2025 385 $290,014,479 +$29,633,167 -$179,456,385 -$149,823,218 VOO, BND, FENI, VO, VTV 13F-HR 15 Oct 2025, 14:19
Q2 2025 1,183 $419,039,394 +$20,274,768 -$24,525,635 -$4,250,867 VOO, BND, VO, VTV, IEFA 13F-HR 25 Jul 2025, 15:05
Q1 2025 1,511 $397,664,601 +$14,421,288 -$10,162,524 +$4,258,764 VOO, BND, VO, VTV, IEFA 13F-HR 17 Apr 2025, 15:53
Q4 2024 515 $398,711,281 +$25,716,650 -$12,919,634 +$12,797,016 VOO, BND, VO, VTV, AVUV 13F-HR 24 Jan 2025, 20:27
Q3 2024 511 $390,000,368 +$21,094,046 -$2,597,786 +$18,496,260 VOO, BND, VO, VTV, IEFA 13F-HR 18 Oct 2024, 14:38
Q2 2024 645 $350,811,064 +$37,346,892 -$8,849,907 +$28,496,985 VOO, BND, VO, VTV, IEFA 13F-HR 29 Jul 2024, 12:03
Q1 2024 474 $325,932,262 +$20,044,141 -$8,685,397 +$11,358,744 VOO, VO, BND, VTV, IEFA 13F-HR 17 Apr 2024, 16:04
Q4 2023 485 $295,225,503 +$32,201,211 -$6,196,990 +$26,004,221 VOO, VO, VTV, BND, IEFA 13F-HR 01 Feb 2024, 15:53
Q3 2023 502 $246,247,475 +$8,525,553 -$5,620,845 +$2,904,708 VOO, VO, VTV, BND, IEFA 13F-HR 25 Oct 2023, 17:28
Q2 2023 499 $252,366,048 +$84,591,621 -$6,079,044 +$78,512,577 VOO, VO, VTV, BND, IEFA 13F-HR 20 Jul 2023, 17:50
Q1 2023 523 $165,922,595 +$14,414,853 -$4,118,414 +$10,296,439 VOO, VTV, VO, AVUV, IBTE 13F-HR 19 Apr 2023, 15:19
Q4 2022 501 $150,611,966 +$39,757,231 -$9,546,466 +$30,210,765 VOO, VTV, VO, AVUV, IBTE 13F-HR 19 Jan 2023, 18:17
Q3 2022 561 $111,199,755 +$12,712,408 -$17,221,348 -$4,508,940 VOO, VTV, VO, BND, AGG 13F-HR 19 Jan 2023, 18:11
Q2 2022 540 $122,426,715 +$24,605,529 -$5,666,641 +$18,938,888 VOO, MUB, VTV, VO, BND 13F-HR 19 Jan 2023, 18:07
Q1 2022 548 $121,507,756 +$19,743,424 -$10,920,441 +$8,822,983 VOO, VTV, VO, BRKB, BND 13F-HR 19 Jan 2023, 18:01
Q4 2021 672 $118,288,748 $0 $0 $0 VOO, VO, BRKB, BND, IEFA 13F-HR 19 Jan 2023, 17:54