Stegent Equity Advisors, Inc.
All 13F Filings
- Location
- Houston, TX
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 126,245
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/9/2026 | 93 | 126,245 | 13F-HR | Stegent Equity Advisors, Inc. |
| Q2 2026 | 7/29/2026 | 112 | 139,535 | 13F-HR | Stegent Equity Advisors, Inc. |
| Q1 2026 | 4/24/2026 | 101 | 117,348 | 13F-HR | Stegent Equity Advisors, Inc. |
| Q4 2025 | 1/14/2026 | 116 | 128,301 | 13F-HR | Stegent Equity Advisors, Inc. |
| Q3 2025 | 10/29/2025 | 110 | 122,832 | 13F-HR | Stegent Equity Advisors, Inc. |
| Q2 2025 | 7/31/2025 | 105 | 112,941 | 13F-HR | Stegent Equity Advisors, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 41.51 K | 32.9% | 0 | 11.42 K | -11.42 K |
| ETFs | 84.73 K | 67.1% | 0 | 1.868 K | -1.868 K |
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Fund Snapshot
Q3 2026
Latest filed
10/9/2026
Total value ($000)
126,245
Holdings
93
QoQ value change ($000)
-13,290
(-9.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.