STEPHENS GROUP ASSET MANAGEMENT, LLC Concentrated Active

Location: Little Rock, AR

CIK: 0001726808 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 8, 2026

Total Value: $1.569B (100.0% shares, 0.0% debt)

Holdings (26)

VOE VANGUARD INDEX FDS 14.3%
Value $225M Shares 1,221,139 Est. Cost $133.76 Unrealized
VTV VANGUARD INDEX FDS 12.3%
Value $193M Shares 985,079 Est. Cost $137.50 Unrealized
VUG VANGUARD INDEX FDS 11.4%
Value $179M Shares 409,574 Est. Cost $282.98 Unrealized
VOT VANGUARD INDEX FDS 10.8%
Value $170M Shares 660,319 Est. Cost $213.71 Unrealized
IWS ISHARES TR 6.6%
Value $104M Shares 713,481 Est. Cost $90.87 Unrealized
VBR VANGUARD INDEX FDS 6.4%
Value $101M Shares 462,819 Est. Cost $152.78 Unrealized
IWD ISHARES TR 5.9%
Value $92.13M Shares 431,178 Est. Cost $135.61 Unrealized
IWF ISHARES TR 5.0%
Value $77.71M Shares 182,248 Est. Cost $197.68 Unrealized
SPTI SPDR SERIES TRUST 4.6%
Value $72.74M Shares 2,537,953 Est. Cost $30.68 Unrealized
IWP ISHARES TR 4.5%
Value $70.59M Shares 550,990 Est. Cost $110.49 Unrealized
VBK VANGUARD INDEX FDS 2.9%
Value $45.13M Shares 149,329 Est. Cost $287.49 Unrealized
IWN ISHARES TR 2.9%
Value $45.04M Shares 237,549 Est. Cost $131.16 Unrealized
SPIB SPDR SERIES TRUST 2.7%
Value $42.47M Shares 1,266,389 Est. Cost $34.31 Unrealized
SCHP SCHWAB STRATEGIC TR 2.4%
Value $38.02M Shares 1,428,789 Est. Cost $39.42 Unrealized
SCHO SCHWAB STRATEGIC TR 2.4%
Value $37.49M Shares 1,544,533 Est. Cost $26.67 Unrealized
IWO ISHARES TR 1.5%
Value $23.63M Shares 75,294 Est. Cost $292.87 Unrealized
IEMG ISHARES INC 1.2%
Value $18.33M Shares 262,867 Est. Cost $58.38 Unrealized
IGSB ISHARES TR 1.0%
Value $15.51M Shares 295,113 Est. Cost $53.25 Unrealized
IEFA ISHARES TR 1.0%
Value $15M Shares 165,682 Est. Cost $71.58 Unrealized
FLOT ISHARES TR 0.1%
Value $811K Shares 15,916 Est. Cost $50.69 Unrealized
SHY ISHARES TR 0.0%
Value $557K Shares 6,744 Est. Cost $82.62 Unrealized
IEI ISHARES TR 0.0%
Value $539K Shares 4,541 Est. Cost $119.08 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.0%
Value $526K Shares 8,830 Est. Cost $58.34 Unrealized
SPSB SPDR SERIES TRUST 0.0%
Value $351K Shares 11,671 Est. Cost $30.31 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value $303K Shares 3,827 Est. Cost $78.18 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value $297K Shares 3,587 Est. Cost $80.55 Unrealized