Helen Stephens Group, LLC
Helen Stephens Group, LLC is a registered investment adviser headquartered in Fort Worth, Texas, United States. Founded as a boutique firm, it manages portfolios primarily for high-net-worth individuals, families, and select institutional clients. As of mid-2025, the firm reports 9 employees and manages over $500 million in regulatory assets. The company is affiliated with Aspen Wealth Management, focusing on delivering tailored investment solutions and comprehensive wealth management services.
Investment Strategy
Helen Stephens Group, LLC primarily serves high-net-worth individuals and families, employing a diversified investment approach with a focus on long-term asset allocation. Their strategy utilizes a mix of individual equities—including large-cap names like ExxonMobil, Apple, and Microsoft—as well as diversified ETFs and mutual funds. They prioritize disciplined rebalancing, emphasize risk management, and tailor portfolios to each client’s goals, time horizons, and risk tolerances. Regular monitoring and adjustments ensure alignment with client objectives and changing market conditions.
Top Holdings
Equity Positions (104)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFUS | DIMENSIONAL ETF TRUST | 11.71% | $52.7M | 727,740 | $63.91 | $72.44 | +$6.1M |
D DFIC | DIMENSIONAL ETF TRUST | 9.68% | $43.6M | 1,329,025 | $25.85 | $32.79 | +$2.9M |
Q QUAL | ISHARES TR | 9.63% | $43.4M | 223,004 | $150.61 | $194.50 | +$3.1M |
I IUSG | ISHARES TR | 7.35% | $33.1M | 201,262 | $112.78 | $164.54 | +$2.3M |
J JCPB | J P MORGAN EXCHANGE TRADED F | 6.60% | $29.7M | 625,355 | $46.47 | $47.55 | +$3.5M |