Stevens Capital Partners holds a focused book of 157 stocks worth $525.8M as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened Space Exploration Techn Corp and trimmed Ishares Core S&P U.S. Growth. Their largest long position is Vanguard Growth ETF at 14% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
18% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Stevens Capital Partners
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Integrated Wealth Concepts LLC | 80 / 80 | $5.0B |
| Arax Advisory Partners | 80 / 80 | $4.5B |
| Global Retirement Partners, LLC | 80 / 80 | $2.3B |
| MORGAN STANLEY | 79 / 80 | $548.0B |
| JPMORGAN CHASE & CO | 79 / 80 | $474.3B |
| BANK OF AMERICA CORP /DE/ | 79 / 80 | $444.5B |
| WELLS FARGO & COMPANY/MN | 79 / 80 | $173.0B |
| ROYAL BANK OF CANADA | 79 / 80 | $145.7B |
Ranked by how many of Stevens Capital Partners's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS GROWTH ETF | $73.8M | 856.9K | 14.0% | ▲+460% Added · +704K sh | |
| 2 | Ishares TR CORE S&P500 ETF | $30.2M | 40.3K | 5.7% | ▲+13% Added · +5K sh | |
| 3 | Schwab Strategic TR US LRG CAP ETF | $21.0M | 713.5K | 4.0% | ▲+7.1% Added · +47K sh | |
| 4 | Ishares TR CORE S&P TTL STK | $20.3M | 123.6K | 3.9% | ▲+0.2% Added · +233 sh | |
| 5 | Ishares TR RUS 1000 GRW ETF | $17.2M | 138.3K | 3.3% | ▲+287% Added · +103K sh | |
| 6 | SPDR Series Trust ST STR P500VAL | $15.9M | 262.1K | 3.0% | ▲+52% Added · +89K sh | |
| 7 | Vanguard Index FDS MCAP VL IDXVIP | $15.6M | 79.0K | 3.0% | ▲+11% Added · +8K sh | |
| 8 | Ishares TR CORE S&P US GWT | $14.7M | 78.2K | 2.8% | ▼−13% Reduced · −12K sh | |
| 9 | Dimensional ETF Trust SHOR DUR FIX ETF | $14.6M | 305.4K | 2.8% | ▲+27% Added · +65K sh | |
| 10 | SPDR Series Trust ST STR SP600SM C | $14.0M | 128.1K | 2.7% | ▲+27% Added · +27K sh | |
| 11 | Morgan Stanley ETF Trust EATO VANC BD ETF | $13.5M | 266.3K | 2.6% | ▲+13% Added · +30K sh | |
| 12 | Tapestry Inc COM | $11.4M | 78.2K | 2.2% | ▲+0.1% Added · +43 sh | |
| 13 | Schwab Strategic TR US SML CAP ETF | $10.6M | 294.6K | 2.0% | ▲+2.5% Added · +7K sh | |
| 14 | Vanguard Index FDS TOTAL STK MKT | $10.6M | 28.7K | 2.0% | ▲+9.7% Added · +3K sh | |
| 15 | Schwab Strategic TR US DIVIDEND EQ | $10.5M | 329.6K | 2.0% | ▼−1.0% Reduced · −3K sh | |
| 16 | Union Pac Corp COM | $9.9M | 36.3K | 1.9% | ▲+9.7% Added · +3K sh | |
| 17 | Ishares TR RUS MD CP GR ETF | $9.5M | 64.9K | 1.8% | ▲+7.9% Added · +5K sh | |
| 18 | Schwab Strategic TR INTL EQTY ETF | $8.9M | 321.6K | 1.7% | ▲+43% Added · +97K sh | |
| 19 | Vanguard Index FDS VALUE ETF | $7.3M | 33.3K | 1.4% | ▲+28% Added · +7K sh | |
| 20 | Apple Inc COM | $6.9M | 23.9K | 1.3% | ▲+21% Added · +4K sh | |
| 21 | Ishares TR RUS 2000 VAL ETF | $6.7M | 30.4K | 1.3% | ▲+7.8% Added · +2K sh | |
| 22 | Schwab Strategic TR US MID-CAP ETF | $6.7M | 180.5K | 1.3% | ▲+24% Added · +35K sh | |
| 23 | Ishares TR CORE S&P US VLU | $6.5M | 58.9K | 1.2% | ▲+23% Added · +11K sh | |
| 24 | Schwab Strategic TR EMRG MKTEQ ETF | $5.9M | 161.9K | 1.1% | ▲+64% Added · +63K sh | |
| 25 | Ishares TR RUS 2000 GRW ETF | $5.6M | 14.3K | 1.1% | ▲+0.8% Added · +116 sh | |
| 26 | Vanguard Index FDS SM CP VAL ETF | $5.4M | 22.3K | 1.0% | ▲+11% Added · +2K sh | |
| 27 | Boston Omaha Corp CL A COM STK | $5.0M | 363.5K | 0.9% | ▼−20% Reduced · −93K sh | |
| 28 | Nvidia Corporation COM | $4.5M | 22.3K | 0.9% | ▲+67% Added · +9K sh | |
| 29 | SPDR Index SHS FDS ST STR PO EX ETF | $4.3M | 84.7K | 0.8% | ▲+0.4% Added · +373 sh | |
| 30 | SPDR Series Trust ST STR P500ETF | $4.0M | 46.0K | 0.8% | ▼−9.7% Reduced · −5K sh | |
| 31 | Ishares TR S&P SML 600 GWT | $3.9M | 21.9K | 0.7% | ▼−1.2% Reduced · −275 sh | |
| 32 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $3.8M | 53.2K | 0.7% | ▲+17% Added · +8K sh | |
| 33 | Vanguard Intl Equity Index F FTSE EUROPE ETF | $3.8M | 42.5K | 0.7% | ▲+95% Added · +21K sh | |
| 34 | Berkshire Hathaway Inc Del CL B NEW | $3.8M | 7.5K | 0.7% | ▲+3.5% Added · +251 sh | |
| 35 | SPDR Series Trust ST STR SP600GRWO | $3.7M | 31.0K | 0.7% | ▲+42% Added · +9K sh | |
| 36 | Advanced Micro Devices Inc COM | $3.5M | 6.1K | 0.7% | ▲+4.8% Added · +277 sh | |
| 37 | SPDR Series Trust ST STR P400MID | $3.4M | 51.0K | 0.7% | ▼−0.4% Reduced · −202 sh | |
| 38 | Ishares Inc CORE MSCI EMKT | $3.2M | 39.1K | 0.6% | ▲+1.4% Added · +545 sh | |
| 39 | Amazon Com Inc COM | $3.2M | 13.3K | 0.6% | ▲+20% Added · +2K sh | |
| 40 | SPDR Series Trust ST STR P500GRW | $3.1M | 25.8K | 0.6% | ▼−3.7% Reduced · −991 sh | |
| 41 | Pool Corp COM | $3.0M | 13.9K | 0.6% | ▲+83% Added · +6K sh | |
| 42 | Meta Platforms Inc CL A | $2.9M | 5.2K | 0.6% | ▲+14% Added · +650 sh | |
| 43 | Alphabet Inc CAP STK CL A | $2.8M | 7.8K | 0.5% | ▲+19% Added · +1K sh | |
| 44 | Vanguard Index FDS MCAP GR IDXVIP | $2.7M | 8.7K | 0.5% | ▲+3.1% Added · +263 sh | |
| 45 | Space Exploration Techn Corp CLASS A COM STK | $2.6M | 15.3K | 0.5% | ▲New New position | |
| 46 | Buckle Inc COM | $2.6M | 61.4K | 0.5% | ▲~0% Added · +7 sh | |
| 47 | Microsoft Corp COM | $2.6M | 6.9K | 0.5% | ▲+24% Added · +1K sh | |
| 48 | Vanguard Index FDS MID CAP ETF | $2.5M | 30.6K | 0.5% | ▲+307% Added · +23K sh | |
| 49 | AT&T Inc COM | $2.4M | 117.9K | 0.5% | ▲New New position | |
| 50 | State STR SPDR S&P 500 ETF T TR UNIT | $2.3M | 3.1K | 0.4% | ▲+8.5% Added · +246 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1965176/holdings"
Use Arkolith to show STEVENS CAPITAL PARTNERS's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.