Stephens Greth Foundation
Long book
$320.0M
Q1 2026
Positions
4
Top-10 weight
100%
concentration
Last quarter
+13.5%
SPY +14.8%
Turnover
0%
of book per quarter
Strategy in plain words
auto-generated from filingsStephens Greth Foundation is a wealth-management firm allocating client money, running a $320.0M US long book across 4 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: VANGUARD S&P 500 ETF, VANGUARD FTSE EUROPE ETF, ISHARES MSCI JAPAN ETF, VANGUARD FTSE EMERGING MARKE.
Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2025
-3.8%
Q1 2026
+13.5%
Sector allocation
No sector data
Long book by quarter
What does Stephens Greth own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
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