13F Filings History of STEVENS CAPITAL PARTNERS

Latest 13F report
Q4 2025 - 27 Jan 2026
Value $
$382,068,359
Signature - Title
David Stevens - President & CCO
Location
Omaha, NE
Summary
This page shows a list of all the recent 13F filings made by STEVENS CAPITAL PARTNERS. Form 13F is required to be filed within 45 days of the end of a calendar quarter. STEVENS CAPITAL PARTNERS reported 103 stock holdings with total value $382,068,359 as of Q4 2025. Top holdings included VUG, IVV, ITOT, EVTR, and SCHX.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 103 $382,068,359 +$43,839,510 -$1,810,653 +$42,028,857 VUG, IVV, ITOT, EVTR, SCHX 13F-HR 27 Jan 2026, 16:19
Q3 2025 93 $335,017,301 +$50,641,254 -$9,105,495 +$41,535,759 VUG, IVV, ITOT, EVTR, IUSG 13F-HR 22 Oct 2025, 12:38
Q2 2025 82 $278,894,341 +$41,967,192 -$4,576,175 +$37,391,017 VUG, IVV, ITOT, BND, IUSG 13F-HR 13 Aug 2025, 08:58
Q1 2025 62 $212,864,716 +$25,371,406 -$21,113,212 +$4,258,194 VUG, IVV, ITOT, BND, VOE 13F-HR 02 May 2025, 13:12
Q4 2024 63 $220,866,746 +$11,915,247 -$791,194 +$11,124,053 VUG, IVV, ITOT, UNP, IUSG 13F-HR 03 Feb 2025, 21:58
Q3 2024 62 $209,401,933 +$5,579,376 -$1,039,849 +$4,539,527 VUG, IVV, ITOT, UNP, IUSG 13F-HR 29 Oct 2024, 13:46
Q2 2024 59 $193,791,647 +$23,628,544 -$2,751,136 +$20,877,408 VUG, IVV, ITOT, UNP, IUSG 13F-HR 31 Jul 2024, 19:41
Q1 2024 58 $167,925,344 +$29,942,843 -$17,674,705 +$12,268,138 VUG, IVV, ITOT, VTV, IUSV 13F-HR 29 Apr 2024, 20:46
Q4 2023 50 $143,823,640 +$12,740,958 -$8,403,367 +$4,337,591 VUG, VTV, ITOT, IUSV, SPYV 13F-HR 06 Feb 2024, 17:29
Q3 2023 47 $124,618,878 +$8,016,506 -$7,625,087 +$391,419 VUG, VTV, SPYV, IUSV, ITOT 13F-HR 14 Nov 2023, 13:02
Q2 2023 51 $129,255,181 +$8,345,789 -$6,596,174 +$1,749,615 VUG, VTV, IUSV, SPYV, ITOT 13F-HR 24 Jul 2023, 15:24
Q1 2023 49 $119,299,700 +$7,847,612 -$8,098,265 -$250,653 VUG, VTV, IUSV, SPYV, ITOT 13F-HR 26 Apr 2023, 19:19
Q4 2022 49 $113,036,537 $0 $0 $0 VUG, VTV, IUSV, SPYV, ITOT 13F-HR 09 Feb 2023, 21:02