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 +$22,879,207 -$6,098,596 +$16,780,611 VOO, BND, FENI, VO, VTV 13F-HR 13 Jan 2026, 17:11
Q3 2025 385 $290,014,479 +$29,633,168 -$179,457,550 -$149,824,382 VOO, BND, FENI, VO, VTV 13F-HR 15 Oct 2025, 14:19
Q2 2025 1,182 $419,040,549 +$20,275,921 -$24,525,637 -$4,249,716 VOO, BND, VO, VTV, IEFA 13F-HR 25 Jul 2025, 15:05
Q1 2025 1,511 $397,664,601 +$14,421,288 -$10,162,522 +$4,258,766 VOO, BND, VO, VTV, IEFA 13F-HR 17 Apr 2025, 15:53
Q4 2024 515 $398,711,281 +$25,716,646 -$12,919,625 +$12,797,021 VOO, BND, VO, VTV, AVUV 13F-HR 24 Jan 2025, 20:27
Q3 2024 511 $390,000,368 +$21,094,051 -$2,597,786 +$18,496,265 VOO, BND, VO, VTV, IEFA 13F-HR 18 Oct 2024, 14:38
Q2 2024 645 $350,811,064 +$37,346,891 -$8,847,771 +$28,499,120 VOO, BND, VO, VTV, IEFA 13F-HR 29 Jul 2024, 12:03
Q1 2024 469 $325,924,523 +$20,044,101 -$8,685,397 +$11,358,704 VOO, VO, BND, VTV, IEFA 13F-HR 17 Apr 2024, 16:04
Q4 2023 483 $295,105,022 +$32,201,070 -$6,196,989 +$26,004,081 VOO, VO, VTV, BND, IEFA 13F-HR 01 Feb 2024, 15:53
Q3 2023 501 $246,247,456 +$8,525,533 -$5,317,127 +$3,208,406 VOO, VO, VTV, BND, IEFA 13F-HR 25 Oct 2023, 17:28
Q2 2023 498 $252,366,047 +$84,591,618 -$4,985,531 +$79,606,087 VOO, VO, VTV, BND, IEFA 13F-HR 20 Jul 2023, 17:50
Q1 2023 521 $165,922,593 +$14,414,851 -$3,220,673 +$11,194,178 VOO, VTV, VO, AVUV, IBTE 13F-HR 19 Apr 2023, 15:19
Q4 2022 501 $150,611,966 +$39,759,557 -$6,725,898 +$33,033,659 VOO, VTV, VO, AVUV, IBTE 13F-HR 19 Jan 2023, 17:17
Q3 2022 559 $111,287,146 +$12,712,119 -$17,130,523 -$4,418,404 VOO, VTV, VO, BND, AGG 13F-HR 19 Jan 2023, 17:11
Q2 2022 543 $122,916,685 +$24,605,531 -$4,336,218 +$20,269,313 VOO, MUB, VTV, VO, BND 13F-HR 19 Jan 2023, 17:07
Q1 2022 551 $122,294,280 +$20,045,181 -$8,815,308 +$11,229,873 VOO, VTV, VO, BRKB, BND 13F-HR 19 Jan 2023, 17:01
Q4 2021 680 $120,796,741 $0 VOO, VO, BRKB, BND, IEFA 13F-HR 19 Jan 2023, 16:54