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Stevens Capital Partners
Stevens Capital Partners is a fee-only, SEC-registered investment advisory and wealth management firm headquartered in Omaha, Nebraska. Founded in 2020, the firm focuses on providing purpose-driven investment advisory and comprehensive financial planning for individual and high-net-worth clients. It maintains a client-first approach, sophisticated financial planning processes, and dynamic portfolio management. Employee count is not disclosed, but the firm is recognized as one of the fastest-growing private companies in the Midwest.
Investment Strategy
Stevens Capital Partners employs a personalized, client-focused investment strategy that aligns portfolios with each client's unique goals, risk tolerance, and financial circumstances. The firm applies comprehensive risk analysis, strategic asset allocation, and rules-based decisions to construct portfolios. They utilize low-cost, tax-friendly investments and may recommend alternative investments for suitable clients. Their approach incorporates financial planning, regular stress-testing, and ongoing portfolio review, emphasizing clear communication and education on investment options and associated risks.
Latest 13F Filing Activity
Stevens Capital Partners filed their most recent 13F report on Sep 30, 2025 disclosing 92 equity positions with a total 13F market value of $335M. The fund increased holdings in Morgan Stanley Etf Trust, Tapestry Inc., Boston Omaha Corp. among other positions. Stevens Capital Partners reduced exposure to Vanguard BD Index FDS, Union Pac Corp., Costco WHSL Corp. New among others.
Top Holdings
Equity Positions (92)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VUG | VANGUARD INDEX FDS | 22.54% | $75.5M | 157,471 | $290.51 | $479.61 | +$5.1M |
I IVV | ISHARES TR | 6.22% | $20.8M | 31,151 | $486.93 | $669.30 | +$1.1M |
I ITOT | ISHARES TR | 4.86% | $16.3M | 111,729 | $92.27 | $145.65 | +$1.2M |
E EVTR | MORGAN STANLEY ETF TRUST | 3.68% | $12.3M | 239,599 | $51.35 | $51.45 | +$10.3M |
I IUSG | ISHARES TR | 3.45% | $11.5M | 70,175 | $102.41 | $164.54 | +$1.4M |
Industry Allocation
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