Steffes Financial, Ltd.
Steffes Financial, Ltd. reported 36 positions worth $231.6M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: ITOT (28.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | ITOT | SH | $66.1M | 28.53% | 402,246 | — | — | |
| ▸ 2 | VOO | SH | $51.1M | 22.06% | 74,410 | — | — | |
| ▸ 3 | SCHG | SH | $28.2M | 12.16% | 832,673 | — | — | |
| ▸ 4 | VOOG | SH | $26.1M | 11.25% | 315,325 | — | — | |
| ▸ 5 | VEA | SH | $22.8M | 9.83% | 319,617 | — | — | |
| ▸ 6 | CGDV | SH | $7.2M | 3.12% | 146,787 | — | — | |
| ▸ 7 | AAPL | SH | $3.8M | 1.66% | 13,288 | — | — | |
| ▸ 8 | VYM | SH | $3.6M | 1.55% | 22,678 | — | — | |
| ▸ 9 | VCRB | SH | $3.4M | 1.46% | 43,663 | — | — | |
| ▸ 10 | VXUS | SH | $2.6M | 1.14% | 30,898 | — | — |
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Frequently Asked Questions
What stocks does Steffes Financial, Ltd. hold as of Q2 2026?
Steffes Financial, Ltd. reported 36 positions worth $231.6M in its Q2 2026 13F filing. Largest positions: ITOT (28.5%), VOO (22.1%), SCHG (12.2%), VOOG (11.2%) and VEA (9.8%).
What did Steffes Financial, Ltd. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Steffes Financial, Ltd. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.