Steph &
$395M 13F equity value
316 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Steph & covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| JAVA | JPMorgan Active Value ETF | 912,599 | $72M | 18.3% |
| VOO | Vanguard S&P 500 Index ETF | 90,235 | $62M | 15.7% |
| JGRO | JPMorgan Active Growth ETF | 522,553 | $52M | 13.0% |
| FENI | Fidelity Enhanced International | 320,420 | $13M | 3.3% |
| IWR | iShares Russell Midcap Index ETF | 114,666 | $13M | 3.2% |
| MGC | Vanguard MEGA Cap ETF | 45,326 | $12M | 3.1% |
| FBND | Fidelity Total Bond ETF | 248,913 | $11M | 2.9% |
| BOND | PIMCO Total Return Active ETF | 122,003 | $11M | 2.8% |
| VTI | Vanguard Total Stock Market ETF | 25,307 | $9M | 2.4% |
| GUNR | Global Upstream Natural Resources ETF | 187,506 | $9M | 2.3% |
Track Steph &'s 13F portfolio: $395M in reported holdings, 316 positions. Top holdings and quarterly changes on SentiSense.
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