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Stephenson & Company, Inc.

Q2 2026 13F filing

Updated 47 days ago

50 disclosed positions worth $213.5M

Portfolio value
$213.5M
Total holdings
50
New positions
7
Closed positions
0
Increased
21
Decreased
8
Turnover
14.0%
Filed
2026-07-28

Full holdings

Every line item disclosed in Q2 2026

I
1.IVZ

INVESCO EXCHANGE TRADED FD T

+6.8%
Value
$30.9M
Shares
145.4K
% Port
14.49%
E

ISHARES TR

+5.8%
Value
$30.4M
Shares
40.5K
% Port
14.22%
V

VANGUARD TAX-MANAGED FDS

+4.7%
Value
$29.9M
Shares
420.2K
% Port
14.03%
B

BERKSHIRE HATHAWAY INC DEL

+7.2%
Value
$29.1M
Shares
58.2K
% Port
13.64%
V

VANGUARD BD INDEX FDS

+1.5%
Value
$19.2M
Shares
246.0K
% Port
8.98%
V

VANGUARD BD INDEX FDS

+2.3%
Value
$11.9M
Shares
155.4K
% Port
5.58%
E

ISHARES TR

+6.1%
Value
$9.4M
Shares
63.2K
% Port
4.39%
E

ISHARES TR

+6.3%
Value
$8.8M
Shares
114.5K
% Port
4.14%
V

VANGUARD INTL EQUITY INDEX F

+5.3%
Value
$7.5M
Shares
125.6K
% Port
3.51%
B
10.BLK

ISHARES TR

+11.9%
Value
$4.9M
Shares
44.9K
% Port
2.30%
S
11.SPY

STATE STR SPDR S&P 500 ETF T

+2.3%
Value
$4.9M
Shares
6.5K
% Port
2.27%
E
12.ETHA

ISHARES TR

-0.7%
Value
$2.3M
Shares
21.8K
% Port
1.10%
A
13.AAPL

APPLE INC

+0.8%
Value
$2.2M
Shares
7.7K
% Port
1.04%
E
14.ETHA

ISHARES TR

Unchanged
Value
$2.2M
Shares
13.2K
% Port
1.02%
E
15.ETHA

ISHARES TR

+2.1%
Value
$2.1M
Shares
22.2K
% Port
1.00%
S

SPDR SERIES TRUST

+2.7%
Value
$2M
Shares
21.2K
% Port
0.96%
E
17.ETHA

ISHARES TR

-3.5%
Value
$1.5M
Shares
5.2K
% Port
0.73%
B

BERKSHIRE HATHAWAY INC DEL

Unchanged
Value
$1.5M
Shares
2
% Port
0.70%
V
19.VGES

VANGUARD INDEX FDS

+398.8%
Value
$1.4M
Shares
2.1K
% Port
0.67%
?
20.N/A

SEI EXCHANGE TRADED FUNDS

Value
$1.1M
Shares
42.6K
% Port
0.50%
E
21.ETHA

ISHARES TR

-8.3%
Value
$974K
Shares
9.4K
% Port
0.46%
N
22.NVDA

NVIDIA CORPORATION

Unchanged
Value
$767K
Shares
3.8K
% Port
0.36%
A
23.ANET

ARISTA NETWORKS INC

-8.3%
Value
$575K
Shares
3.4K
% Port
0.27%
E
24.ETHA

ISHARES TR

+0.6%
Value
$463K
Shares
6.8K
% Port
0.22%
G
25.GLD

SPDR GOLD TR

-4.5%
Value
$418K
Shares
1.1K
% Port
0.20%
C

CAPITAL GROUP INTERNATIONAL

Value
$418K
Shares
11.5K
% Port
0.20%
E
27.ETHA

ISHARES TR

+0.3%
Value
$398K
Shares
3.9K
% Port
0.19%
V
28.VGES

VANGUARD INTL EQUITY INDEX F

-7.2%
Value
$361K
Shares
4.3K
% Port
0.17%
E
29.ETHA

ISHARES TR

Unchanged
Value
$339K
Shares
3.4K
% Port
0.16%
D
30.DE

DEERE & CO

Unchanged
Value
$329K
Shares
519
% Port
0.15%
H
31.HD

HOME DEPOT INC

+6.2%
Value
$325K
Shares
921
% Port
0.15%
E
32.ETHA

ISHARES TR

-13.9%
Value
$324K
Shares
1.3K
% Port
0.15%
A
33.AXP

AMERICAN EXPRESS CO

Unchanged
Value
$311K
Shares
918
% Port
0.15%
S
34.STX

SEAGATE TECHNOLOGY HLDNGS PL

Value
$304K
Shares
315
% Port
0.14%
G
35.GBTC

GRAYSCALE BITCOIN TRUST ETF

Unchanged
Value
$291K
Shares
6.4K
% Port
0.14%
U
36.UNH

UNITEDHEALTH GROUP INC

Value
$282K
Shares
679
% Port
0.13%
V
37.VGES

VANGUARD INDEX FDS

+5.6%
Value
$275K
Shares
907
% Port
0.13%
A
38.AMZN

AMAZON COM INC

Unchanged
Value
$269K
Shares
1.1K
% Port
0.13%
G

ALPHABET INC

+0.1%
Value
$266K
Shares
752
% Port
0.12%
M

MORGAN STANLEY

Unchanged
Value
$261K
Shares
1.2K
% Port
0.12%
E
41.ETHA

ISHARES TR

-14.4%
Value
$258K
Shares
2.3K
% Port
0.12%
A
42.APP

APPLOVIN CORP

Value
$258K
Shares
500
% Port
0.12%
V
43.VGES

VANGUARD INDEX FDS

+500.0%
Value
$257K
Shares
3.0K
% Port
0.12%
S

SCHWAB STRATEGIC TR

Unchanged
Value
$255K
Shares
9.2K
% Port
0.12%
I
45.IBM

INTERNATIONAL BUSINESS MACHS

Unchanged
Value
$241K
Shares
857
% Port
0.11%
X
46.XOM

EXXON MOBIL CORP

Unchanged
Value
$222K
Shares
1.6K
% Port
0.10%
C
47.CVX

CHEVRON CORPORATION

Unchanged
Value
$214K
Shares
1.3K
% Port
0.10%
A
48.AVGO

BROADCOM INC

Value
$211K
Shares
559
% Port
0.10%
G

ALPHABET INC

Value
$207K
Shares
578
% Port
0.10%
M
50.MIST

MILESTONE PHARMACEUTICALS IN

Unchanged
Value
$27K
Shares
20.0K
% Port
0.01%