SG
Stephens Greth Foundation
Concentrated strategyMomentum followerQuality / disciplined sizing
Total reported value
$320.0M
Reporting period: 2026-03-31 · Number of holdings: 4
Stephens Greth Foundation disclosed 4 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $320.0M and a quarterly turnover rate of 59.1%.
Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 59.14
- Momentum/Contrarian
- 100
- Sector conviction
- 0
- Diversification
- 8
- Sizing Uniformity
- 87.95
Recent moves
Trim VOO
+52.5% $69.7M
Add VGK
+375.7% $37.7M
Add EWJ
+378.4% $19.4M
Add VWO
+384.0% $19.2M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 69.89% | -18.59% | +52.50% | |
| 2 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 14.98% | +9.10% | +375.65% | |
| 3 | EWJ | Ishares Msci Japan ETF | ETF-Other | 7.59% | +4.80% | +378.40% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 7.54% | +4.69% | +384.04% |
Reported value over time
Sector allocation
Not enough sector-mapped data yet
Sector allocation over time
Quarterly history
Holding changes this quarter
Stephens Greth Foundation's most significant position changes for 2026-03-31: Add: Vanguard S&p 500 ETF (VOO) — shares +52.50%; Add: Vanguard Ftse Europe ETF (VGK) — shares +375.65%; Add: Ishares Msci Japan ETF (EWJ) — shares +378.40%; Add: Vanguard Ftse Emerging Marke (VWO) — shares +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 |
FAQ
What is Stephens Greth Foundation and what type of investor is it?
Stephens Greth Foundation is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $320.0M, spread across 4 disclosed positions.
What are Stephens Greth Foundation's largest equity positions?
Based on the latest 13F filing, Stephens Greth Foundation's top holdings by market value are:
1. Vanguard S&p 500 ETF (VOO) — $223.6M (69.9%)
2. Vanguard Ftse Europe ETF (VGK) — $47.9M (15.0%)
3. Ishares Msci Japan ETF (EWJ) — $24.3M (7.6%)
4. Vanguard Ftse Emerging Marke (VWO) — $24.1M (7.5%)
What changes did Stephens Greth Foundation make in its most recent portfolio filing?
In the latest quarter, Stephens Greth Foundation was primarily adding exposure — initiating 0 new positions and adding to 4 existing holdings. The largest of these moves: Add: Vanguard S&p 500 ETF (VOO) — shares +52.50%; Add: Vanguard Ftse Europe ETF (VGK) — shares +375.65%; Add: Ishares Msci Japan ETF (EWJ) — shares +378.40%; Add: Vanguard Ftse Emerging Marke (VWO) — shares +384.04%
What sectors does Stephens Greth Foundation focus on?
Sector breakdown data is not yet available for Stephens Greth Foundation. Check back after the next 13F processing cycle.