SEC Form 13F

Stephens Consulting, LLC 13F Holdings

Report period2025-12-31
Publicly available2026-01-14
Reported value$309,448,317
Positions476

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$66,337,537105,780
VANGUARD BD INDEX FDSBNDTOTAL BND MRKT$30,153,428407,094
FIDELITY COVINGTON TRUSTFENIENHANCED INTL$27,391,396748,808
VANGUARD INDEX FDSVOMID CAP ETF$25,689,73488,518
VANGUARD INDEX FDSVTVVALUE ETF$22,063,503115,522
J P MORGAN EXCHANGE TRADED FJMUBMUNICIPAL ETF$18,832,718372,925
VANGUARD INDEX FDSVBSMALL CP ETF$18,323,03071,033
AMERICAN CENTY ETF TRAVUVUS SML CP VALU$14,798,235145,109
ISHARES TRIBTGIBONDS 26 TRM TS$9,096,557397,664
BERKSHIRE HATHAWAY INC DELBRK.BCL B NEW$8,991,40417,888

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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