STEPHENS INC /AR/

Est. AUM

$7.99B

13F long equity, this entity only

Positions

1,311

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	TOTAL STK MKT	$210.8M	657184	2.64%	DFND
2	APPLE INC	COM	$207.9M	816725	2.60%	DFND
3	WALMART INC	COM	$191.5M	1540042	2.40%	DFND
4	INVESCO QQQ TR	UNIT SER 1	$151.8M	262925	1.90%	DFND
5	NVIDIA CORPORATION	COM	$141.9M	810438	1.77%	DFND
6	MICROSOFT CORP	COM	$141.7M	382340	1.77%	DFND
7	AMAZON COM INC	COM	$136.2M	652465	1.70%	DFND
8	BROADCOM INC	COM	$127.6M	411322	1.60%	DFND
9	JPMORGAN CHASE & CO	COM	$125.1M	424070	1.56%	DFND
10	ISHARES TR	RUS 1000 VAL ETF	$124.6M	582984	1.56%	DFND
11	ISHARES TR	RUS 1000 GRW ETF	$111.7M	261973	1.40%	DFND
12	STATE STR SPDR S&P 500 ETF T	TR UNIT	$108.3M	166554	1.36%	DFND
13	ISHARES TR	RUS MDCP VAL ETF	$99.6M	683625	1.25%	DFND
14	ALPHABET INC	CAP STK CL A	$98.7M	342294	1.23%	DFND
15	ALPHABET INC	CAP STK CL C	$88.9M	309585	1.11%	DFND
16	VANGUARD INDEX FDS	VALUE ETF	$82.0M	418100	1.03%	DFND
17	KURA SUSHI USA INC	CL A COM	$77.3M	1107263	0.97%	DFND
18	GOLDMAN SACHS GROUP INC	COM	$68.8M	81322	0.86%	DFND
19	ISHARES TR	RUS MD CP GR ETF	$67.1M	523361	0.84%	DFND
20	VANGUARD INDEX FDS	S&P 500 ETF SHS	$66.5M	111264	0.83%	DFND
21	ISHARES TR	GLOBAL 100 ETF	$63.9M	528198	0.80%	DFND
22	VANGUARD INDEX FDS	GROWTH ETF	$63.5M	145267	0.79%	DFND
23	ISHARES TR	RUSSELL 3000 ETF	$60.9M	164161	0.76%	DFND
24	VANGUARD INDEX FDS	SM CP VAL ETF	$59.5M	273733	0.74%	DFND
25	META PLATFORMS INC	CL A	$58.1M	101151	0.73%	DFND
26	CHEVRON CORPORATION	COM	$55.5M	268036	0.69%	DFND
27	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$55.5M	1807762	0.69%	DFND
28	ALPS ETF TR	ALERIAN MLP	$53.2M	1010395	0.67%	DFND
29	EXXON MOBIL CORP	COM	$53.0M	311896	0.66%	DFND
30	VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$48.4M	441472	0.61%	DFND
31	VANGUARD BD INDEX FDS	INTERMED TERM	$47.0M	609591	0.59%	DFND
32	ISHARES TR	0-3 MNTH TREASRY	$46.3M	460127	0.58%	DFND
33	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$46.0M	579894	0.58%	DFND
34	MASTERCARD INCORPORATED	CL A	$45.8M	91580	0.57%	DFND
35	DUKE ENERGY CORP NEW	COM NEW	$45.3M	345684	0.57%	DFND
36	STATE STR SPDR DOW JONES IND	UT SER 1	$43.8M	94615	0.55%	DFND
37	JOHNSON & JOHNSON	COM	$42.6M	174298	0.53%	DFND
38	VANGUARD INDEX FDS	MID CAP ETF	$42.5M	148085	0.53%	DFND
39	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$42.0M	829222	0.52%	DFND
40	FIRST TR EXCHANGE-TRADED FD	CORE INVESTMENT	$41.9M	1999530	0.52%	DFND
41	ISHARES TR	1 3 YR TREAS BD	$41.6M	503696	0.52%	DFND
42	ISHARES TR	RUS MID CAP ETF	$40.8M	419131	0.51%	DFND
43	AMGEN INC	COM	$40.6M	114544	0.51%	DFND
44	VANGUARD INDEX FDS	SML CP GRW ETF	$40.3M	133265	0.50%	DFND
45	CATERPILLAR INC	COM	$39.9M	56306	0.50%	DFND
46	PALANTIR TECHNOLOGIES INC	CL A	$39.1M	264695	0.49%	DFND
47	CISCO SYS INC	COM	$37.7M	483636	0.47%	DFND
48	VISA INC	COM CL A	$37.0M	122151	0.46%	DFND
49	INVESCO EXCH TRADED FD TR II	VAR RATE PFD	$35.5M	1478797	0.44%	DFND
50	VANECK ETF TRUST	MRNGSTR WDE MOAT	$35.2M	363545	0.44%	DFND

1–50 of 1,311

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.