13F Filings History of Steffes Financial, Ltd.

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$191,514,039
Signature - Title
Grant Steffes - CEO & Chief Compliance Officer
Location
Overland Park, KS
Summary
This page shows a list of all the recent 13F filings made by Steffes Financial, Ltd.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Steffes Financial, Ltd. reported 27 stock holdings with total value $191,514,039 as of Q4 2025. Top holdings included ITOT, VOO, SCHG, VOOG, and VEA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 27 $191,514,039 $0 $0 $0 ITOT, VOO, SCHG, VOOG, VEA 13F-HR 17 Feb 2026, 15:09