Helen Stephens Group, LLC — 13F holdings

Helen Stephens Group, LLC reported 134 holdings worth $627M in its 13F filing for Q3 2026, filed October 14, 2026.

Largest positions

  1. DFUS DIMENSIONAL ETF TRUST — $73.8M (11.8%)
  2. DFIC DIMENSIONAL ETF TRUST — $61.7M (9.8%)
  3. QUAL ISHARES TR — $57.0M (9.1%)
  4. IUSG ISHARES TR — $43.2M (6.9%)
  5. DIMENSIONAL ETF TRUST — $39.8M (6.3%)
  6. JCPB J P MORGAN EXCHANGE TRADED F — $36.2M (5.8%)
  7. DIMENSIONAL ETF TRUST — $34.9M (5.6%)
  8. VWO VANGUARD INTL EQUITY INDEX F — $24.5M (3.9%)
  9. MUB ISHARES TR — $16.6M (2.6%)
  10. JPST J P MORGAN EXCHANGE TRADED F — $14.2M (2.3%)