STANCE CAPITAL LLC

Q3 2025 13F Combination Report, Stock Holdings

Signature - Title
Molly Wheeler - Compliance Consultant
Location
Boston, MA
Holdings as of
30 Sep 2025
Value $
$272,730,736
Num holdings
280
Filing time
18 Nov 2025, 18:50:34 UTC
Form type
13F-HR
Description
A portion of the US holdings for this investor are reported in this report and a portion are reported by other reporting manager(s). Top holdings included STNC, TJX, AZO, ORLY, and ADSK.
Previous filing
Q2 2025 - 22 Aug 2025
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2025 Q3 compared to 2025 Q2 by default. Changes are calculated vs the previous SEC filing.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Molly Wheeler Compliance Consultant Broomfield, Colorado 18 Nov 2025

List of Other Managers Reporting for STANCE CAPITAL LLC:

Name Holdings Value Location File Number
Empowered Funds, LLC $5,889,631,718 Newtown Square, PA 028-17729
LAKE STREET ADVISORS GROUP, LLC $2,169,969,777 Portsmouth, NH 028-18626
MGO ONE SEVEN LLC $4,898,424,894 Beachwood, OH 028-18648
Vident Advisory, LLC $10,644,119,310 Alpharetta, GA 028-19675
Robertson Stephens Wealth Management, LLC $3,548,326,055 San Francisco, CA 028-19136
NATURAL INVESTMENTS, LLC $401,812,000 Windsor, CA 028-20215

Other Included Managers (6):

Num Name Location File Number
1 Robertson Stephens Wealth Management, LLC San Francisco, CA
2 NATURAL INVESTMENTS, LLC Windsor, CA
3 MGO ONE SEVEN LLC Beachwood, OH
4 LAKE STREET ADVISORS GROUP, LLC Portsmouth, NH
5 Vident Advisory, LLC Alpharetta, GA
6 Empowered Funds, LLC Newtown Square, PA