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CIK: 0000757657
Total reported value
$8.9B
$8.9B
1321 檔
10.3%
During the Q3 2025 filing period, Stephens Inc /ar/ (CIK: 0000757657) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $8.9B across 1321 reported positions.
In Q3 2025, Stephens Inc /ar/ displayed an active expansion posture, initiating 21 new positions and adding to 104 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1321 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.93% | +0.09% | -1.75% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 2.67% | +0.11% | +2.03% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.32% | -0.14% | +3.39% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.98% | +0.31% | +3.77% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 1.85% | +0.08% | +3.80% | |
| 6 | WMT | Walmart Inc | Stock-Consumer Staples | 1.82% | -0.38% | +2.39% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 1.68% | +0.09% | +1.76% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.64% | +0.04% | -1.73% | |
| 9 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.63% | +0.05% | +0.78% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.59% | +0.05% | +3.38% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.58% | +0.14% | +8.76% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.52% | +0.08% | +3.25% | |
| 13 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 1.50% | -0.01% | +0.95% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.04% | +0.16% | -0.90% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.02% | +0.18% | +5.90% | |
| 16 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.99% | -0.04% | +0.45% | |
| 17 | VTV | Vanguard Value ETF | ETF-Other | 0.96% | — | +2.05% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.85% | -0.08% | +7.42% | |
| 19 | VUG | Vanguard Growth ETF | ETF-Other | 0.83% | +0.06% | -1.38% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.82% | +0.04% | -5.11% | |
| 21 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.72% | +0.09% | +5.57% | |
| 22 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.71% | +0.08% | -0.61% | |
| 23 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.69% | +0.11% | +9.13% | |
| 24 | MA | Mastercard Inc - A | Stock-Financials | 0.66% | -0.06% | +0.46% | |
| 25 | BX | Blackstone Inc | Stock-Financials | 0.66% | -0.02% | +0.44% | |
| 26 | AMLP | Alerian Mlp ETF | ETF-Other | 0.65% | -0.08% | +0.85% | |
| 27 | IOO | Ishares Global 100 ETF | ETF-Other | 0.64% | +0.13% | +23.74% | |
| 28 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.63% | -0.18% | -10.45% | |
| 29 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.62% | -0.05% | -1.84% | |
| 30 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.57% | +0.02% | +0.53% | |
| 31 | KRUS | Kura Sushi USA Inc-class A | Stock-Other | 0.55% | -0.26% | -1.50% | |
| 32 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.54% | -0.07% | -5.22% | |
| 33 | CVX | Chevron CORP | Stock-Energy | 0.53% | -0.20% | +2.85% | |
| 34 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.52% | +0.03% | +2.90% | |
| 35 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.51% | +0.08% | -0.30% | |
| 36 | DUK | Duke Energy CORP | Stock-Utilities | 0.51% | -0.08% | +10.09% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.50% | -0.18% | -0.73% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.49% | — | +1.09% | |
| 39 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.49% | -0.05% | +2.23% | |
| 40 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.48% | — | +4.31% | |
| 41 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.47% | -0.02% | -4.63% | |
| 42 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.47% | -0.04% | +4.98% | |
| 43 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.47% | — | +47.60% | |
| 44 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.46% | -0.03% | +0.49% | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.46% | +0.07% | -1.21% | |
| 46 | CSCO | Cisco Systems Inc | Stock-Tech | 0.46% | +0.15% | -2.46% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.45% | — | +6.32% | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.45% | — | +4.12% | |
| 49 | VRP | Invesco Variable Rate Prefer | ETF-Other | 0.45% | +0.01% | +2.22% | |
| 50 | APH | Amphenol Corp-cl A | Stock-Tech | 0.44% | +0.09% | -6.92% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.7% | +3.80% | Add |
| 2 | AVGO | Broadcom Inc | +0.7% | +1.76% | Add |
| 3 | MSFT | Microsoft CORP | +0.5% | +3.39% | Add |
| 4 | KTOS | Kratos Defense & Security | +0.4% | +14.97% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +0.4% | +5.90% | Add |
| 6 | VBK | Vanguard Small-cap Grwth ETF | +0.3% | -0.30% | Add |
| 7 | AMZN | Amazon.com Inc | +0.3% | +8.76% | Add |
| 8 | GOOG | Alphabet Inc-cl C | +0.3% | -0.90% | Trim |
| 9 | JPM | Jpmorgan Chase & Co | +0.3% | +3.38% | Add |
| 10 | IWF | Ishares Russell 1000 Growth | +0.2% | +3.25% | Add |
| 11 | GS | Goldman Sachs Group Inc | +0.2% | +9.13% | Add |
| 12 | BIV | Vanguard Intermediate-term B | +0.2% | +47.60% | Add |
| 13 | FFEB | Ft Vest US Equity Buffer ETF | +0.2% | -0.09% | Add |
| 14 | PLTR | Palantir Technologies Inc-a | +0.2% | -10.45% | Trim |
| 15 | IOO | Ishares Global 100 ETF | +0.2% | +23.74% | Add |
| 16 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +3.77% | Trim |
| 17 | META | Meta Platforms Inc-class A | +0.2% | +7.42% | Add |
| 18 | APH | Amphenol Corp-cl A | +0.1% | -6.92% | Trim |
| 19 | ORCL | Oracle CORP | +0.1% | -7.46% | Add |
| 20 | FJAN | Ft Vest U.s. Equity Buffer E | +0.1% | -0.73% | Add |
| 21 | PANW | Palo Alto Networks Inc | +0.1% | +40.42% | Add |
| 22 | CGGR | Cap Group Growth Equity | +0.1% | +13.53% | Add |
| 23 | VUG | Vanguard Growth ETF | +0.1% | -1.38% | Add |
| 24 | NEM | Newmont CORP | +0.1% | +27.11% | Add |
| 25 | AGG | Ishares Core U.s. Aggregate | +0.1% | +6.33% | Add |
| 26 | FMAR | Ft Vest US Equity Buffer ETF | +0.1% | -1.11% | Add |
| 27 | FEGE | First Eagle Gl Equity ETF | +0.1% | +3.29% | Add |
| 28 | VONG | Vanguard Russell 1000 Growth | +0.1% | +0.53% | Add |
| 29 | TSLA | Tesla Inc | +0.1% | -0.67% | Trim |
| 30 | GE | General Electric | +0.1% | +62.79% | Add |
| 31 | APP | Applovin Corp-class A | +0.1% | +58.44% | Add |
| 32 | ORI | Old Republic Intl CORP | +0.1% | +1472.30% | Add |
| 33 | BINC | Ishares Flex I A Etf-usd Inc | +0.1% | +283.40% | Add |
| 34 | WMT | Walmart Inc | +0.1% | +2.39% | Add |
| 35 | IWV | Ishares Russell 3000 ETF | +0.1% | +5.57% | Add |
| 36 | EFA | Ishares Msci Eafe ETF | +0.1% | +64.05% | Add |
| 37 | MO | Altria Group Inc | +0.1% | +6.41% | Add |
| 38 | WES | Western Midstream Partners L | +0.1% | +52.48% | Add |
| 39 | IWP | Ishares Russell Mid-cap Grow | +0.1% | +0.45% | Add |
| 40 | HEQT | Simplify Hedged Equity ETF | +0.1% | -0.62% | Add |
| 41 | BNDX | Vanguard Total Intl Bond ETF | +0.1% | -1.87% | Add |
| 42 | MTZ | Mastec Inc | +0.1% | +583.40% | Add |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -1.73% | Add |
| 44 | BX | Blackstone Inc | +0.1% | +0.44% | Add |
| 45 | ETN | Eaton Corporation plc | +0.1% | +6.13% | Add |
| 46 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +1.70% | Trim |
| 47 | CGDV | Cap Group Dividend Value | +0.1% | +505.02% | Add |
| 48 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +0.49% | Add |
| 49 | MLM | Martin Marietta Materials | +0.1% | -4.55% | Add |
| 50 | KKR | Kkr & Co Inc | +0.1% | +8.69% | Add |
According to official SEC Form 13F filings, Stephens Inc /ar/ reported a total U.S. public equity portfolio value of $8.9B across 1321 disclosed positions in Q3 2025.
During Q3 2025, Stephens Inc /ar/'s top holdings by market value included VTI (2.9%)、AAPL (2.7%)、MSFT (2.3%). The largest single position, VTI, represented 2.9% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, AAPL, MSFT) accounted for 10.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
CGMM
市值: $13.6M
Top Position Liquidated / Trimmed
PDEC
前期市值: $23.1M
In Q3 2025, Stephens Inc /ar/ made 200 total portfolio adjustments, initiating 21 new buys, adding to 104 positions, trimming 65 holdings, and fully liquidating 10 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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