Stance Capital Llc

Q2 2025 13F Combination Report, Stock Holdings

Signature - Title
Jason Aronson - CCO
Location
Boston, MA
Holdings as of
June 30, 2025
Value $
$266M
Num holdings
158
Date filed
8/22/2025, 11:52 AM
Form type
13F-HR
Description
A portion of the US holdings for this investor are reported in this report and a portion are reported by other reporting manager(s). Top holdings included STNC, STSB, CSCO, NFLX, and SYK.
Previous filing
Q1 2025 - May 16, 2025
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2025 Q2 compared to 2025 Q1 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
JASON ARONSON CCO Boston, Massachusetts 8/22/2025

List of Other Managers Reporting for Stance Capital Llc:

Name Holdings Value Location File Number
Empowered Funds, LLC $8.83B Havertown, PA 028-17729
Lake Street Advisors Group, Llc $2.17B Portsmouth, NH 028-18626
Mgo One Seven Llc $3.1B Beachwood, OH 028-18648
Vident Advisory, LLC $8.91B Alpharetta, GA 028-19675
Robertson Stephens Wealth Management, LLC $2.89B San Francisco, CA 028-19136
Natural Investments, Llc $387M Windsor, CA 028-20215

Other Included Managers (6):

Num Name Location File Number
1 Robertson Stephens Wealth Management, LLC San Francisco, CA 028-19136
2 Natural Investments, Llc Windsor, CA 028-20215
3 Mgo One Seven Llc Beachwood, OH 028-18648
4 Lake Street Advisors Group, Llc Portsmouth, NH 028-18626
5 Vident Advisory, LLC Alpharetta, GA 028-19675
6 Empowered Funds, LLC Havertown, PA 028-17729