Stephens Inc 13F Holdings · Q2 2026
Stephens Inc reported 1,318 securities worth $8.93B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VTI (2.73%), AAPL (2.71%), QQQ (2.21%). Among its top 25 positions this quarter: 21 added, 4 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $244.0M | 2.73% | 659,346 | Added |
| 2 | AAPL | APPLE INC | $242.1M | 2.71% | 833,376 | Added |
| 3 | QQQ | INVESCO QQQ TR | $196.9M | 2.21% | 267,335 | Added |
| 4 | WMT | WALMART INC | $180.3M | 2.02% | 1.6M | Added |
| 5 | NVDA | NVIDIA CORPORATION | $165.3M | 1.85% | 824,241 | Added |
| 6 | AMZN | AMAZON COM INC | $164.3M | 1.84% | 686,863 | Added |
| 7 | AVGO | BROADCOM INC | $150.8M | 1.69% | 398,533 | Trimmed |
| 8 | MSFT | MICROSOFT CORP | $145.8M | 1.63% | 390,296 | Added |
| 9 | IWD | ISHARES TR | $144.0M | 1.61% | 593,962 | Added |
| 10 | JPM | JPMORGAN CHASE & CO | $144.0M | 1.61% | 438,978 | Added |
| 11 | IWF | ISHARES TR | $132.2M | 1.48% | 1.1M | Added |
| 12 | GOOGL | ALPHABET INC | $125.7M | 1.41% | 351,331 | Added |
| 13 | SPY | STATE STR SPDR S&P 500 ETF T | $125.0M | 1.40% | 167,417 | Added |
| 14 | GOOG | ALPHABET INC | $113.4M | 1.27% | 320,623 | Added |
| 15 | IWS | ISHARES TR | $110.2M | 1.24% | 669,651 | Trimmed |
| 16 | VTV | VANGUARD INDEX FDS | $92.4M | 1.03% | 423,860 | Added |
| 17 | GS | GOLDMAN SACHS GROUP INC | $86.4M | 0.97% | 85,346 | Added |
| 18 | IOO | ISHARES TR | $82.6M | 0.93% | 604,847 | Added |
| 19 | VOO | VANGUARD INDEX FDS | $77.8M | 0.87% | 113,290 | Added |
| 20 | IWV | ISHARES TR | $75.8M | 0.85% | 177,801 | Added |
| 21 | VUG | VANGUARD INDEX FDS | $75.4M | 0.85% | 875,866 | Added |
| 22 | VBR | VANGUARD INDEX FDS | $73.6M | 0.82% | 302,916 | Added |
| 23 | IWP | ISHARES TR | $71.1M | 0.80% | 485,385 | Trimmed |
| 24 | KRUS | KURA SUSHI USA INC | $63.5M | 0.71% | 1.1M | Trimmed |
| 25 | CAT | CATERPILLAR INC | $60.5M | 0.68% | 56,857 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR