13F Filings History of STEPHEN J. GARRY & ASSOCIATES, LLC

Latest 13F report
Q4 2025 - 16 Jan 2026
Value $
$126,091,145
Signature - Title
Stephen Garry - Chief Compliance Officer
Location
Garden City, NY
Summary
This page shows a list of all the recent 13F filings made by STEPHEN J. GARRY & ASSOCIATES, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. STEPHEN J. GARRY & ASSOCIATES, LLC reported 51 stock holdings with total value $126,091,145 as of Q4 2025. Top holdings included VUG, IAU, VOO, BND, and BIV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 51 $126,091,145 +$2,530,389 -$4,252,825 -$1,722,436 VUG, IAU, VOO, BND, BIV 13F-HR 16 Jan 2026, 16:16
Q3 2025 51 $125,227,161 +$3,509,060 -$2,402,499 +$1,106,561 VUG, IAU, VOO, BND, BIV 13F-HR 12 Nov 2025, 08:49
Q2 2025 47 $115,705,338 +$3,197,014 -$3,192,597 +$4,417 VUG, IAU, VOO, BND, BIV 13F-HR 23 Jul 2025, 08:58
Q1 2025 43 $106,928,625 +$3,608,334 -$2,210,072 +$1,398,262 VUG, BND, IAU, VOO, BIV 13F-HR 13 May 2025, 11:15
Q4 2024 44 $108,298,943 +$12,556,352 -$10,843,906 +$1,712,446 VUG, BND, VOO, IAU, BIV 13F-HR 13 Feb 2025, 12:18
Q3 2024 40 $105,207,960 +$5,127,021 -$3,556,334 +$1,570,687 VUG, VOO, IAU, BND, SPY 13F-HR 13 Feb 2025, 15:50
Q2 2024 40 $98,779,123 +$1,504,722 -$1,358,459 +$146,263 VUG, SHY, VOO, IAU, SPY 13F-HR 13 Feb 2025, 16:07
Q1 2024 41 $96,646,520 +$3,842,326 -$3,809,579 +$32,747 VUG, SHY, VOO, IAU, VCSH 13F-HR 13 Feb 2025, 15:59
Q4 2023 39 $90,320,041 $0 $0 $0 VUG, SHY, VTV, IAU, VCSH 13F-HR 14 Feb 2025, 14:05