Stephens Greth Foundation
All 13F Filings
- Location
- Dallas, TX
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 319,975
- Description
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- Website
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- Founded
- —
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/8/2026 | 4 | 319,975 | 13F-HR | Stephens Greth Foundation |
| Q4 2025 | 2/9/2026 | 4 | 173,932 | 13F-HR | Stephens Greth Foundation |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| ETFs | 320 K | 100.0% | 146 K | 0 | 146 K |
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Fund Snapshot
Q1 2026
Latest filed
5/8/2026
Total value ($000)
319,975
Holdings
4
QoQ value change ($000)
146,043
(84.0%)
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.