StockDriftsStockDriftsTop 26 Stephens Group Asset Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOE | VANGUARD INDEX FDS | 14.34% | 1.22M | $225.0M | +10.61%(+117.12K) | $130.33(+48.65%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 12.32% | 985.1K | $193.3M | +1.41%(+13.67K) | $134.35(+53.72%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 11.4% | 409.6K | $178.9M | +28.92%(+91.87K) | $47.18(+78.70%) | 2026-03-31 | |
| VOT | VANGUARD INDEX FDS | 10.83% | 660.3K | $169.9M | +45.20%(+205.55K) | $214.93(+34.52%) | 2026-03-31 | |
| IWS | ISHARES TR | 6.63% | 713.5K | $104.0M | +0.16%(+1.17K) | $91.96(+71.43%) | 2026-03-31 | |
| VBR | VANGUARD INDEX FDS | 6.41% | 462.8K | $100.5M | +21.41%(+81.62K) | $155.73(+49.06%) | 2026-03-31 | |
| IWD | ISHARES TR | 5.87% | 431.2K | $92.1M | +0.10%(+425) | $98.29(+136.06%) | 2026-03-31 | |
| IWF | ISHARES TR | 4.95% | 182.2K | $77.7M | +1.80%(+3.22K) | $105.98(+13.61%) | 2026-03-31 | |
| SPTI | SPDR SERIES TRUST | 4.64% | 2.54M | $72.7M | -22.47%(-735.51K) | $29.38(-3.25%) | 2026-03-31 | |
| IWP | ISHARES TR | 4.5% | 551.0K | $70.6M | +2.30%(+12.39K) | $62.47(+120.12%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.49% | +34.87% |
| Top 20 Holdings Unweighted | +9.21% | +30.27% |
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