account_balance
Investment manager · 13F filer · SEC CIK 757657
Stephens Inc
Reported value$9.06Bas of Sep 30, 2026
Positions1,319 73 new, 86 sold out
Top 10 weight21.2%AAPL alone is 3%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc
3.1%
VTIVanguard Index FDS
2.7%
MSFTMicrosoft Corp
2.3%Added +4%
QQQInvesco QQQ Tr
2.2%Added +3%
NVDANvidia Corporation
2.2%Added +4%
AMZNAmazon Com Inc
1.9%
WMTWalmart Inc
1.8%
IWDiShares Tr
1.7%Added +3%
JPMJPMorgan Chase & Co
1.6%
AVGOBroadcom Inc
1.6%
IWFiShares Tr
1.5%
SPYState STR SPDR S&P 500 ETF T
1.4%
AAPLApple Inc
3.1%
VTI2.7%
MSFT2.3%QQQInvesco QQQ Tr
2.2%Added +3%
NVDANvidia Corporation
2.2%Added +4%
AMZNAmazon Com Inc
1.9%
WMT1.8%IWD1.7%
JPM1.6%AVGO1.6%IWF1.5%
SPY1.4%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc 3.1% Held
VTI Vanguard Index FDS 2.7% Held
MSFT Microsoft Corp 2.3% Added +4%QQQ Invesco QQQ Tr 2.2% Added +3%
NVDA Nvidia Corporation 2.2% Added +4%AMZN Amazon Com Inc 1.9% HeldWMT Walmart Inc 1.8% HeldIWD iShares Tr 1.7% Added +3%
JPM JPMorgan Chase & Co 1.6% HeldAVGO Broadcom Inc 1.6% HeldIWF iShares Tr 1.5% Held
SPY State STR SPDR S&P 500 ETF T 1.4% HeldWhat changed