Stephens Consulting, LLC
All 13F Filings
- Location
- Flint, MI
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 309,448
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q4 2025 | 1/13/2026 | 476 | 309,448 | 13F-HR | Stephens Consulting, LLC |
| Q3 2025 | 10/15/2025 | 388 | 292,103 | 13F-HR | Stephens Consulting, LLC |
| Q2 2025 | 7/25/2025 | 1,185 | 421,740 | 13F-HR | Stephens Consulting, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 132.8 K | 42.9% | 583 | 0 | 583 |
| ETFs | 167.4 K | 54.1% | 18.73 K | 0 | 18.73 K |
| Debt | 9.285 K | 3.0% | 101 | 0 | 101 |
| Other | 12 | 0.0% | 12 | 0 | 12 |
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Fund Snapshot
Q4 2025
Latest filed
1/13/2026
Total value ($000)
309,448
Holdings
476
QoQ value change ($000)
17,345
(5.9%)
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.