Stephenson & Company, Inc.: 13F holdings
CIK 20015442026Q2
| Positions | 50 |
|---|
| Reported value | $213.5m |
|---|
| Filed | 2026-07-28 |
|---|
Change since last quarter
| Positions | 50 (+7 vs prior quarter) |
|---|
| Reported value | $213.5m (+15.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| RSP INVESCO EXCHANGE TRADED FD T | 145,353 | $30.9m | 14.5% |
| IVV ISHARES TR | 40,539 | $30.4m | 14.2% |
| VEA VANGUARD TAX-MANAGED FDS | 420,205 | $29.9m | 14.0% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 58,177 | $29.1m | 13.6% |
| BSV VANGUARD BD INDEX FDS | 245,951 | $19.2m | 9.0% |
| BIV VANGUARD BD INDEX FDS | 155,421 | $11.9m | 5.6% |
| IJR ISHARES TR | 63,165 | $9.4m | 4.4% |
| IJH ISHARES TR | 114,533 | $8.8m | 4.1% |
| VWO VANGUARD INTL EQUITY INDEX F | 125,603 | $7.5m | 3.5% |
| TIP ISHARES TR | 44,915 | $4.9m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2001544")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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