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Asset Manager ← All Institutions

STEPHENS GROUP ASSET MANAGEMENT, LLC

100 RIVER BLUFF DRIVE. SUITE 220, LITTLE ROCK, AR 72202 • 501-246-7500

Q4 2025 · Filed 2026-01-08
Market Value
$1.5B
+0.9%
Holdings
26
-6
New Purchases
0
Added To
14
Closed
0
Reduced
6
Top 10 Concentration
79.3%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VTV 12.39% 12.15% +0.24% $186M
VOE 13.08% 12.90% +0.18% $196M
VUG 10.35% 10.22% +0.13% $155M
IWD 6.05% 5.93% +0.13% $91M
VBR 5.39% 5.32% +0.07% $81M
IWN 2.90% 2.86% +0.04% $43M
VBK 2.38% 2.35% +0.03% $36M
IEFA 1.00% 0.97% +0.02% $15M
IEMG 1.07% 1.06% +0.01% $16M
IWS 6.71% 6.70% +0.01% $100M
FLOT 0.06% 0.06% +0.00% $945K
IWO 1.61% 1.61% +0.00% $24M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VOT 8.48% 8.87% -0.39% $127M
IWP 4.93% 5.15% -0.22% $74M
SPTI 6.30% 6.38% -0.07% $94M
SCHP 3.04% 3.10% -0.06% $45M
SCHO 3.38% 3.42% -0.04% $51M
SPIB 3.71% 3.74% -0.03% $56M
IWF 5.66% 5.68% -0.02% $85M
IGSB 1.34% 1.36% -0.02% $20M
SHY 0.04% 0.04% -0.00% $559K
VGIT 0.04% 0.04% -0.00% $529K
IEI 0.04% 0.04% -0.00% $542K
SPSB 0.02% 0.02% -0.00% $352K
VCIT 0.02% 0.02% -0.00% $300K
VCSH 0.02% 0.02% -0.00% $305K

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 100.0%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 2 $341M 22.7%
Large Cap 23 $1.2B 77.2%
Mid Cap 1 $945K 0.1%

Portfolio Analytics

Avg Market Cap
$65.2B
Median Market Cap
$28.9B
Avg P/E
Median P/E
Avg Dividend Yield
—%
Avg Beta
0.82
# Stocks
0
# ETFs / Funds
26

Top Holdings (26 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VOE 13.08% 1,104,020 $196M $177.37 $4M +7,764 +0.7%
2 VTV 12.39% 971,407 $186M $190.99 $5M +5,085 +0.5%
3 VUG 10.35% 317,708 $155M $487.86 $3M +1,473 +0.5%
4 VOT 8.48% 454,773 $127M $279.14 -$5M +7,008 +1.6%
5 IWS 6.71% 712,312 $100M $141.05 $1M +142 +0.0%
6 SPTI 6.30% 3,273,468 $94M $28.84 -$220K -807 -0.0%
7 IWD 6.05% 430,753 $91M $210.34 $3M -1,041 -0.2%
8 IWF 5.66% 179,032 $85M $473.30 $420K -972 -0.5%
9 VBR 5.39% 381,201 $81M $211.79 $2M +2,676 +0.7%
10 IWP 4.93% 538,596 $74M $136.94 -$3M +2,053 +0.4%
11 SPIB 3.71% 1,643,611 $56M $33.81 $110K +7,129 +0.4%
12 SCHO 3.38% 2,077,813 $51M $24.37 -$161K -4,033 -0.2%
13 SCHP 3.04% 1,717,278 $45M $26.49 -$460K +12,233 +0.7%
14 IWN 2.90% 239,531 $43M $181.21 $1M -64 -0.0%
15 VBK 2.38% 117,855 $36M $302.11 $812K +949 +0.8%
16 IWO 1.61% 74,859 $24M $323.01 $230K +24 +0.0%
17 IGSB 1.34% 379,746 $20M $52.88 -$104K -883 -0.2%
18 IEMG 1.07% 237,898 $16M $67.22 $327K +268 +0.1%
19 IEFA 1.00% 166,908 $15M $89.46 $477K +1,352 +0.8%
20 FLOT 0.06% 18,576 $945K $50.86 $49K +1,041 +5.9%
21 SHY 0.04% 6,744 $559K $82.82 -$944
22 IEI 0.04% 4,541 $542K $119.35 -$727
23 VGIT 0.04% 8,830 $529K $59.93 -$883
24 SPSB 0.02% 11,671 $352K $30.20 -$1K
25 VCSH 0.02% 3,827 $305K $79.73 -$765
26 VCIT 0.02% 3,587 $300K $83.75 -$1K
View SEC EDGAR Filings for STEPHENS GROUP ASSET MANAGEMENT, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms