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Stenger Family Office, LLC
Stenger Family Office, LLC is an independent, fiduciary wealth management and multi-family office headquartered in Naperville, Illinois. Founded in 1981, the firm manages $433.4 million in assets and employs a team of 11 professionals, including Certified Financial Planners, accountants, and estate planning advisors. Stenger Family Office serves individuals and families of varying net worth throughout the United States, offering financial planning, investment management, tax advisory, estate planning, and insurance services, with a focus on coordinated, holistic solutions and a fiduciary standard of care.
Investment Strategy
Stenger Family Office, LLC practices a multi-family office approach by providing comprehensive, integrated financial solutions including investment management, tax preparation, estate planning, and risk management. The firm tailors its investment strategies based on client needs, focusing on long-term portfolio growth, wealth preservation, and multi-generational legacy planning. They avoid proprietary and commission-based products, instead offering consultative, fee-based advisory services. Investment options and bundled services are provided according to client asset thresholds, with the firm operating under a fiduciary standard, prioritizing clients' best interests and coordinating advice across all aspects of financial life.
Latest 13F Filing Activity
Stenger Family Office, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 101 equity positions and 1 options positions with a total 13F market value of $389M. The fund increased holdings in Wisdomtree TR, Microsoft Corp., Apple Inc. among other positions. Stenger Family Office, LLC reduced exposure to Williams Sonoma Inc., Vanguard Index FDS, Emerson Elec Co. among others.
Top Holdings
Equity Positions (101)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NTSI | WISDOMTREE TR | 10.30% | $40.0M | 795,769 | $40.99 | $40.99 | +$40.0M |
M MSFT | MICROSOFT CORP | 5.75% | $22.3M | 43,519 | $497.41 | $497.41 | +$22.3M |
A AAPL | APPLE INC | 4.57% | $17.8M | 84,947 | $205.17 | $205.17 | +$17.8M |
N NVDA | NVIDIA CORPORATION | 4.23% | $16.4M | 91,691 | $157.99 | $157.99 | +$16.4M |
J JPM | JPMORGAN CHASE & CO. | 4.11% | $16.0M | 53,319 | $289.91 | $289.91 | +$16.0M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
| ALPHABET INC | New | Put | $887.0K | 59 | $176.23 | $176.23 | +59 | +$887.0K |
Industry Allocation
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