Stephens Group Asset Management, LLC
Annual return '25
+19.8%
SPY '25
+17.7%
Alpha
+2.1ptsvs SPY
Invested
$1.6B
Holdings
26
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VOE
VANGUARD INDEX FDS
Q4 2025: Increased +0.7% (1.10M → 1.10M shares)
14.3%
02
$VTV
VANGUARD INDEX FDS
Q4 2025: Increased +0.5% (966.3k → 971.4k shares)
12.3%
03
$VUG
VANGUARD INDEX FDS
Q3 2025: Sold 7.1% (340.5k → 316.2k shares)
11.4%
04
$VOT
VANGUARD INDEX FDS
Q4 2025: Increased +1.6% (447.8k → 454.8k shares)
10.8%
05
$IWS
ISHARES TR
Q3 2025: Sold 4.3% (743.9k → 712.2k shares)
6.6%
06
$VBR
VANGUARD INDEX FDS
Q4 2025: Increased +0.7% (378.5k → 381.2k shares)
6.4%
07
$IWD
ISHARES TR
Q3 2025: Increased +3.3% (418.0k → 431.8k shares)
5.9%
08
$IWF
ISHARES TR
Q4 2025: Sold 0.5% (180.0k → 179.0k shares)
5.0%
09
$SPTI
SPDR SERIES TRUST
Q3 2025: Increased +11.1% (2.95M → 3.27M shares)
4.6%
10
$IWP
ISHARES TR
Q3 2025: Increased +1.4% (528.9k → 536.5k shares)
4.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:54 UTC.