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My Purposeful Wealth Corp.

Latest statistics and disclosures from Stevens Capital Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are VUG, IVV, ITOT, SCHX, IWF, and represent 33.69% of Stevens Capital Partners's stock portfolio.
Added to shares of these 10 stocks: DFSD (+$12M), SPYM, IWF, SCHX, IUSG, SCHF, SCHM, IEMG, SPDW, SLYV.
Started 26 new stock positions in SPSM, NFLX, GLD, CVX, IDEV, SCHH, AVDV, MLPA, MO, AVUV.
Reduced shares in these 10 stocks: VUG (-$6.4M), EVTR, BND, AGG, IGIB, VTV, IUSV, BKNG, PLTR, VGIT.
Sold out of its positions in BKNG, IGIB, PLTR.
Stevens Capital Partners was a net buyer of stock by $49M.
Stevens Capital Partners has $416M in assets under management (AUM), dropping by 8.85%.
Central Index Key (CIK): 0001965176

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Portfolio Holdings for Stevens Capital Partners

Stevens Capital Partners holds 126 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Growth Etf (VUG)	16.1	$67M	-8%	153k	436.79	View chart
Ishares Tr Core S&p500 Etf (IVV)	5.6	$23M		36k	653.20	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	4.2	$18M	+8%	123k	142.43	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	4.1	$17M	+18%	666k	25.64	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	3.7	$15M	+24%	36k	426.40	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	3.4	$14M	+24%	90k	155.11	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	3.1	$13M	+7%	71k	184.28	View chart
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)	2.9	$12M	-20%	236k	50.75	View chart
Dimensional Etf Trust Short Duration F (DFSD)	2.8	$12M	NEW	240k	47.88	View chart
Tapestry (TPR)	2.7	$11M		78k	141.11	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	2.5	$10M	+6%	333k	30.68	View chart
Spdr Series Trust State Street Spd (SPYV)	2.3	$9.8M	+5%	173k	56.58	View chart
Spdr Series Trust State Street Spd (SLYV)	2.3	$9.6M	+22%	101k	94.58	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.0	$8.4M	+6%	26k	320.81	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	2.0	$8.4M	+14%	287k	29.08	View chart
Union Pacific Corporation (UNP)	1.9	$8.0M		33k	242.62	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	1.9	$7.7M		60k	128.12	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.3	$5.6M	+71%	224k	24.75	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	1.3	$5.4M	+5%	28k	189.59	View chart
Boston Omaha Corp Cl A Com Stk (BOC)	1.3	$5.3M	+4%	457k	11.68	View chart
Vanguard Index Fds Value Etf (VTV)	1.2	$5.1M	-8%	26k	196.20	View chart
Apple (AAPL)	1.2	$5.0M	+9%	20k	253.79	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	1.2	$4.9M	-6%	48k	102.25	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.1	$4.5M	+70%	146k	30.96	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	1.1	$4.4M	+10%	14k	313.82	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.0	$4.3M	+9%	20k	217.25	View chart
Spdr Series Trust State Street Spd (SPYM)	0.9	$3.9M	+344%	51k	76.54	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.9	$3.8M	+89%	84k	45.65	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$3.5M	+15%	7.3k	479.20	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.8	$3.3M	+64%	99k	32.95	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.8	$3.2M	+11%	22k	144.71	View chart
Buckle (BKE)	0.7	$3.1M		61k	50.36	View chart
Spdr Series Trust State Street Spd (SPMD)	0.7	$3.0M	+26%	51k	59.22	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.7	$2.9M	+31%	46k	64.08	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$2.7M	+212%	39k	69.75	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.6	$2.6M	-31%	36k	73.64	View chart
Spdr Series Trust State Street Spd (SPYG)	0.6	$2.6M	+16%	27k	97.91	View chart
Meta Platforms Cl A (META)	0.6	$2.6M	-2%	4.5k	572.69	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.6	$2.4M	+42%	49k	49.89	View chart
NVIDIA Corporation (NVDA)	0.6	$2.3M	+10%	13k	174.41	View chart
Amazon (AMZN)	0.6	$2.3M	+5%	11k	208.27	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.5	$2.2M	+6%	8.5k	257.35	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.5	$2.2M	+19%	7.5k	287.16	View chart
Spdr Series Trust State Street Spd (SLYG)	0.5	$2.1M	+35%	22k	96.62	View chart
Microsoft Corporation (MSFT)	0.5	$2.0M	+2%	5.5k	370.28	View chart
Spdr Series Trust State Street Spd (MDYV)	0.5	$2.0M		23k	85.15	View chart
Spdr Series Trust State Street Spd (SPTM)	0.5	$2.0M		25k	79.06	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$1.9M	+4%	6.5k	287.56	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.5	$1.9M		2.9k	650.33	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.4	$1.8M	+77%	22k	82.43	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.4	$1.7M	+33%	25k	71.13	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.4	$1.6M	-3%	55k	29.13	View chart
Ishares Tr Core Msci Intl (IDEV)	0.4	$1.6M	NEW	19k	83.57	View chart
Pool Corporation (POOL)	0.4	$1.5M	NEW	7.6k	202.33	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.4	$1.5M	+174%	31k	46.91	View chart
Tesla Motors (TSLA)	0.3	$1.4M	+26%	3.8k	371.75	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$1.3M		14k	90.53	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.3	$1.2M	+18%	4.1k	302.25	View chart
Advanced Micro Devices (AMD)	0.3	$1.2M	NEW	5.8k	203.44	View chart
Mastercard Incorporated Cl A (MA)	0.3	$1.1M		2.3k	499.92	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.3	$1.1M	+30%	14k	75.74	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.3	$1.1M	+36%	3.5k	298.88	View chart
Broadcom (AVGO)	0.2	$1.0M	-2%	3.3k	309.53	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$1.0M		15k	67.53	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.2	$1.0M	+59%	21k	46.74	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$988k	+5%	3.4k	286.75	View chart
S&p Global (SPGI)	0.2	$964k		2.3k	425.35	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$960k	+29%	9.0k	106.16	View chart
Global X Fds Glbl X Mlp Etf (MLPA)	0.2	$941k	NEW	18k	53.87	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$809k	+177%	6.5k	124.31	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$798k	+9%	15k	54.05	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$717k	NEW	6.5k	110.47	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.2	$705k		4.8k	145.74	View chart
Thermo Fisher Scientific (TMO)	0.2	$683k	-3%	1.4k	491.57	View chart
JPMorgan Chase & Co. (JPM)	0.2	$650k	+32%	2.2k	294.10	View chart
Wal-Mart Stores (WMT)	0.1	$603k	+38%	4.9k	124.29	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$574k	-8%	823.00	697.43	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$554k	+13%	2.1k	261.86	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$551k	-16%	11k	51.93	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$551k	+2%	955.00	576.91	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$547k	-21%	5.4k	100.66	View chart
Prenetics Global Shs New (PRE)	0.1	$544k	+54%	28k	19.32	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$532k	+12%	3.6k	148.10	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$517k		5.3k	97.23	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$490k	NEW	7.9k	62.45	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$487k	-58%	4.9k	99.25	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$470k	+34%	5.7k	82.75	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$449k	NEW	4.7k	95.43	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$437k	NEW	5.6k	78.41	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$431k	NEW	4.3k	99.87	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$415k		3.1k	132.91	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.1	$401k		13k	31.33	View chart
Visa Com Cl A (V)	0.1	$400k	-16%	1.3k	302.91	View chart
Johnson & Johnson (JNJ)	0.1	$396k	+13%	1.6k	244.39	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$387k	+78%	3.8k	100.63	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$375k	+13%	627.00	597.97	View chart
Goldman Sachs (GS)	0.1	$335k	+14%	396.00	845.00	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$315k	NEW	3.6k	88.71	View chart
Chevron Corporation (CVX)	0.1	$313k	NEW	1.5k	207.91	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$307k	-34%	5.2k	59.55	View chart
Netflix (NFLX)	0.1	$301k	NEW	3.1k	96.15	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$299k		646.00	463.01	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$298k	NEW	693.00	430.41	View chart
Costco Wholesale Corporation (COST)	0.1	$296k	+27%	297.00	998.08	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$292k	NEW	3.7k	78.41	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$280k	NEW	4.1k	68.14	View chart
Parker-Hannifin Corporation (PH)	0.1	$276k		304.00	908.00	View chart
Applied Materials (AMAT)	0.1	$271k	NEW	793.00	342.17	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$262k	-2%	776.00	337.95	View chart
Starbucks Corporation (SBUX)	0.1	$262k		2.9k	89.57	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$260k	+24%	1.8k	145.77	View chart
Exxon Mobil Corporation (XOM)	0.1	$258k	NEW	1.5k	169.74	View chart
TJX Companies (TJX)	0.1	$253k		1.6k	159.68	View chart
Altria (MO)	0.1	$248k	NEW	3.8k	66.03	View chart
Spdr Series Trust State Street Spd (SPSB)	0.1	$230k	NEW	7.6k	30.06	View chart
Home Depot (HD)	0.1	$229k	-5%	695.00	328.82	View chart
McDonald's Corporation (MCD)	0.1	$227k	NEW	732.00	310.57	View chart
Spdr Series Trust State Street Spd (XAR)	0.1	$226k	NEW	888.00	253.99	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$223k	NEW	1.0k	218.84	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$221k		1.5k	146.63	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$218k	NEW	10k	21.49	View chart
Intuitive Surgical Com New (ISRG)	0.1	$217k	+7%	470.00	460.99	View chart
Spdr Series Trust State Street Spd (SPSM)	0.1	$214k	NEW	4.4k	48.32	View chart
Eli Lilly & Co. (LLY)	0.0	$206k	+13%	224.00	921.02	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$205k		827.00	247.98	View chart
Sibanye Stillwater Sponsored Adr (SBSW)	0.0	$124k	NEW	10k	12.32	View chart

Past Filings by Stevens Capital Partners

SEC 13F filings are viewable for Stevens Capital Partners going back to 2022

Stevens Capital Partners 2026 Q1 filed April 24, 2026
Stevens Capital Partners 2025 Q4 filed Jan. 27, 2026
Stevens Capital Partners 2025 Q3 filed Oct. 22, 2025
Stevens Capital Partners 2025 Q2 filed Aug. 13, 2025
Stevens Capital Partners 2025 Q1 filed May 2, 2025
Stevens Capital Partners 2024 Q4 filed Feb. 4, 2025
Stevens Capital Partners 2024 Q3 filed Oct. 29, 2024
Stevens Capital Partners 2024 Q2 filed Aug. 1, 2024
Stevens Capital Partners 2024 Q1 filed April 30, 2024
Stevens Capital Partners 2023 Q4 filed Feb. 6, 2024
Stevens Capital Partners 2023 Q3 filed Nov. 14, 2023
Stevens Capital Partners 2023 Q2 filed July 24, 2023
Stevens Capital Partners 2023 Q1 filed April 27, 2023
My Purposeful Wealth Corp. 2022 Q4 filed Feb. 10, 2023

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