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CIK: 0002107267
Total reported value
$485.2M
$485.2M
4 檔
65.9%
During the Q1 2026 filing period, Stephens Greth Foundation (CIK: 0002107267) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $485.2M across 4 reported positions.
In Q1 2026, Stephens Greth Foundation displayed an active expansion posture, initiating 0 new positions and adding to 4 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 69.89% | -4.09% | +52.50% | |
| 2 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 14.98% | +1.88% | +375.65% | |
| 3 | EWJ | Ishares Msci Japan ETF | ETF-Other | 7.59% | +1.12% | +378.40% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 7.54% | +1.10% | +384.04% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VGK | Vanguard Ftse Europe ETF | +9.1% | +375.65% | Add |
| 2 | EWJ | Ishares Msci Japan ETF | +4.8% | +378.40% | Add |
| 3 | VWO | Vanguard Ftse Emerging Marke | +4.7% | +384.04% | Add |
| 4 | VOO | Vanguard S&p 500 ETF | -18.6% | +52.50% | Add |
According to official SEC Form 13F filings, Stephens Greth Foundation reported a total U.S. public equity portfolio value of $485.2M across 4 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, VGK, EWJ) accounted for 65.9% of total reported equity market value during Q1 2026.
During Q1 2026, Stephens Greth Foundation's top holdings by market value included VOO (69.9%)、VGK (15.0%)、EWJ (7.6%). The largest single position, VOO, represented 69.9% of total portfolio value.
In Q1 2026, Stephens Greth Foundation made 4 total portfolio adjustments, initiating 0 new buys, adding to 4 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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