Helen Stephens Group, LLC - Q12026 Holdings

Helen Stephens Group, LLC holds 124 stocks with a total portfolio value of $ 501.21M as of Q12026. In Q12026, Helen Stephens Group, LLC added 15 new positions, increased stakes in 74 stocks, reduced 16 holdings, and fully exited 9 positions. The largest holding is Dimensional Etf Trust (DFUS), representing 10.63% of the total portfolio.