STEVENS CAPITAL PARTNERS: 13F holdings
CIK 19651762026Q2
| Positions | 157 |
|---|---|
| Reported value | $525.8m |
| Filed | 2026-08-10 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VUG VANGUARD INDEX FDS | 856,907 | $73.8m | 14.0% |
| IVV ISHARES TR | 40,339 | $30.2m | 5.7% |
| SCHX SCHWAB STRATEGIC TR | 713,455 | $21.0m | 4.0% |
| ITOT ISHARES TR | 123,645 | $20.3m | 3.9% |
| IWF ISHARES TR | 138,319 | $17.2m | 3.3% |
| SPYV SPDR SERIES TRUST | 262,126 | $15.9m | 3.0% |
| VOE VANGUARD INDEX FDS | 79,015 | $15.6m | 3.0% |
| IUSG ISHARES TR | 78,151 | $14.7m | 2.8% |
| DFSD DIMENSIONAL ETF TRUST | 305,400 | $14.6m | 2.8% |
| SLYV SPDR SERIES TRUST | 128,076 | $14.0m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1965176")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.