Stenger Family Office, LLC Top Holdings and 13F Report (2025) About Stenger Family Office, LLCInvestment ActivityStenger Family Office, LLC has $388.77 million in total holdings as of June 30, 2025.Stenger Family Office, LLC owns shares of 101 different stocks, but just 38 companies or ETFs make up 80% of its holdings.Approximately 54.33% of the portfolio was purchased this quarter.About 32.17% of the portfolio was sold this quarter.This quarter, Stenger Family Office, LLC has purchased 92 new stocks and bought additional shares in 63 stocks.Stenger Family Office, LLC sold shares of 6 stocks and completely divested from 22 stocks this quarter.Largest Holdings WisdomTree International Efficient Core Fund $40,035,151Microsoft $22,335,786Apple $17,758,165NVIDIA $16,437,493JPMorgan Chase & Co. $15,975,989 Largest New Holdings this Quarter 97717Y634 - WisdomTree International Efficient Core Fund $40,035,151 Holding67066G104 - NVIDIA $16,437,493 Holding33740F862 - FT Vest U.S. Equity Buffer ETF - August $14,411,861 Holding921932505 - Vanguard S&P 500 Growth ETF $12,634,873 Holding023135106 - Amazon.com $12,517,042 Holding Largest Purchases this Quarter WisdomTree International Efficient Core Fund 795,769 shares (about $40.04M)NVIDIA 91,691 shares (about $16.44M)FT Vest U.S. Equity Buffer ETF - August 391,520 shares (about $14.41M)Vanguard S&P 500 Growth ETF 192,781 shares (about $12.63M)Amazon.com 54,377 shares (about $12.52M) Largest Sales this Quarter Vanguard S&P 500 ETF 194 shares (about $113.10K)iShares S&P Mid-Cap 400 Growth ETF 917 shares (about $86.49K)iShares S&P 500 Value ETF 322 shares (about $63.89K)iShares S&P Mid-Cap 400 Value ETF 251 shares (about $31.56K)Vanguard Total Stock Market ETF 35 shares (about $10.93K) Sector Allocation Over TimeMap of 500 Largest Holdings ofStenger Family Office, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNTSIWisdomTree International Efficient Core Fund$40,035,151$40,035,151 ▲New Holding795,76910.3%FinanceMSFTMicrosoft$22,335,786$6,956,484 ▲45.2%43,5195.7%Computer and TechnologyAAPLApple$17,758,165$5,108,135 ▲40.4%84,9474.6%Computer and TechnologyNVDANVIDIA$16,437,493$16,437,493 ▲New Holding91,6914.2%Computer and TechnologyJPMJPMorgan Chase & Co.$15,975,989$3,785,529 ▲31.1%53,3194.1%FinanceXOMExxon Mobil$14,496,962$7,604,490 ▲110.3%129,5533.7%EnergyFAUGFT Vest U.S. Equity Buffer ETF - August$14,411,861$14,411,861 ▲New Holding391,5203.7%ETFXLGInvesco S&P 500 Top 50 ETF$13,218,771$1,063,467 ▲8.7%245,4283.4%ETFVOOGVanguard S&P 500 Growth ETF$12,634,873$12,634,873 ▲New Holding192,7813.2%ETFAMZNAmazon.com$12,517,042$12,517,042 ▲New Holding54,3773.2%Retail/WholesaleGOOGLAlphabet$11,524,457$4,010,502 ▲53.4%60,0263.0%Computer and TechnologyMETAMeta Platforms$10,685,428$10,685,428 ▲New Holding15,3702.7%Computer and TechnologyBRK.BBerkshire Hathaway$7,287,084$2,015,860 ▲38.2%15,3091.9%FinanceHSICHenry Schein$6,979,394$6,979,394 ▲New Holding21,0241.8%MedicalNFLXNetflix$6,582,968$1,405,645 ▲27.2%5,5591.7%Consumer DiscretionaryCOSTCostco Wholesale$5,591,239$1,639,899 ▲41.5%6,0281.4%Retail/WholesaleIVEiShares S&P 500 Value ETF$5,393,849$63,891 ▼-1.2%27,1841.4%ETFGRPMInvesco S&P MidCap 400 GARP ETF$5,347,731$5,347,731 ▲New Holding38,4981.4%ETFHDHome Depot$4,848,213$1,595,855 ▲49.1%13,0301.2%Retail/WholesaleUNHUnitedHealth Group$4,667,976$2,074,331 ▲80.0%17,5461.2%MedicalMAMastercard$4,409,151$1,153,446 ▲35.4%7,8861.1%Business ServicesTSLATesla$4,374,357$942,125 ▲27.4%13,7111.1%Auto/Tires/TrucksPGProcter & Gamble$4,360,130$1,446,089 ▲49.6%28,5201.1%Consumer StaplesMSMorgan Stanley$4,198,899$199,147 ▲5.0%28,9701.1%FinanceMRKMerck & Co., Inc.$3,979,411$3,734,244 ▲1,523.1%48,6781.0%MedicalCVXChevron$3,977,834$3,977,834 ▲New Holding25,9041.0%EnergyIVViShares Core S&P 500 ETF$3,803,651$77,144 ▲2.1%5,9661.0%ETFPANWPalo Alto Networks$3,750,468$1,020,758 ▲37.4%20,4911.0%Computer and TechnologyORCLOracle$3,748,797$1,238,256 ▲49.3%15,0921.0%Computer and TechnologyPLDPrologis$3,451,233$1,024,022 ▲42.2%31,8120.9%FinanceCATCaterpillar$3,217,144$1,100,453 ▲52.0%7,4110.8%IndustrialsQCOMQUALCOMM$3,120,959$916,198 ▲41.6%19,6210.8%Computer and TechnologyVVisa$3,070,560$800,451 ▲35.3%8,7500.8%Business ServicesAXPAmerican Express$3,034,417$966,062 ▲46.7%10,0010.8%FinanceABBVAbbVie$2,799,288$551,831 ▲24.6%14,7870.7%MedicalURIUnited Rentals$2,790,051$1,218,501 ▲77.5%3,1690.7%ConstructionLPLALPL Financial$2,788,612$544,236 ▲24.2%6,9890.7%FinanceWMTWalmart$2,723,508$867,564 ▲46.7%27,9080.7%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$2,679,864$895,191 ▲50.2%4,2240.7%FinanceMCDMcDonald's$2,669,265$657,905 ▲32.7%8,7920.7%Retail/WholesaleJNJJohnson & Johnson$2,625,083$129,456 ▲5.2%15,6950.7%MedicalNOWServiceNow$2,497,461$587,465 ▲30.8%2,5550.6%Computer and TechnologyNEARiShares Short Duration Bond Active ETF$2,478,328$2,478,328 ▲New Holding50,3930.6%ETFSCHWCharles Schwab$2,440,461$684,658 ▲39.0%24,7590.6%FinanceGOOGAlphabet$2,420,811$2,420,811 ▲New Holding12,2610.6%Computer and TechnologyNOCNorthrop Grumman$2,366,856$552,190 ▲30.4%4,1320.6%AerospacePGHYInvesco Global ex-US High Yield Corporate Bond ETF$2,316,773$2,316,773 ▲New Holding129,5010.6%ETFAZOAutoZone$2,305,866$357,409 ▲18.3%6000.6%Retail/WholesaleNEENextEra Energy$2,274,535$450,790 ▲24.7%32,0400.6%UtilitiesLLYEli Lilly and Company$2,270,362$2,270,362 ▲New Holding2,9870.6%MedicalBXBlackstone$2,205,730$2,205,730 ▲New Holding12,5800.6%FinanceFSIGFirst Trust Limited Duration Investment Grade Corporate ETF$2,169,098$2,169,098 ▲New Holding113,7440.6%ETFEXCExelon$2,148,177$486,554 ▲29.3%48,5350.6%UtilitiesIJKiShares S&P Mid-Cap 400 Growth ETF$2,088,622$86,491 ▼-4.0%22,1440.5%ETFAMATApplied Materials$2,047,324$591,091 ▲40.6%10,8100.5%Computer and TechnologyCOPConocoPhillips$2,042,221$552,171 ▲37.1%21,1260.5%EnergyHONHoneywell International$2,004,355$481,649 ▲31.6%9,0220.5%Multi-Sector ConglomeratesLMTLockheed Martin$1,963,209$727,673 ▲58.9%4,6890.5%AerospaceTXNTexas Instruments$1,941,826$562,497 ▲40.8%10,2460.5%Computer and TechnologyDOVDover$1,870,126$668,019 ▲55.6%10,2630.5%IndustrialsWMWaste Management$1,836,832$646,379 ▲54.3%7,9000.5%Business ServicesCOFCapital One Financial$1,677,871$1,677,871 ▲New Holding7,7960.4%FinanceIJJiShares S&P Mid-Cap 400 Value ETF$1,650,452$31,556 ▼-1.9%13,1280.4%ETFLOWLowe's Companies$1,578,594$466,687 ▲42.0%6,9410.4%Retail/WholesalePSAPublic Storage$1,503,301$401,804 ▲36.5%5,2080.4%FinanceIJHiShares Core S&P Mid-Cap ETF$1,292,453$222,804 ▲20.8%20,2740.3%ETFKLACKLA$1,288,516$272,873 ▲26.9%1,3930.3%Computer and TechnologyAVGOBroadcom$1,206,425$133,442 ▲12.4%3,9870.3%Computer and TechnologyTMOThermo Fisher Scientific$1,188,905$399,006 ▲50.5%2,4910.3%MedicalSPGIS&P Global$1,122,180$1,122,180 ▲New Holding2,1200.3%FinanceGSThe Goldman Sachs Group$865,208$526,140 ▲155.2%1,1840.2%FinanceVOOVanguard S&P 500 ETF$788,819$113,105 ▼-12.5%1,3530.2%ETFVTIVanguard Total Stock Market ETF$766,395$10,931 ▼-1.4%2,4540.2%ETFCRWDCrowdStrike$671,568$326,058 ▲94.4%1,4500.2%Computer and TechnologyTMUST-Mobile US$616,754$249,311 ▲67.9%2,5530.2%Computer and TechnologyBITWISE BITCOIN ETF TR$555,387$52,183 ▲10.4%8,7380.1%SHS BEN INTKOCocaCola$516,947$191,543 ▲58.9%7,5190.1%Consumer StaplesSBNDColumbia Short Duration Bond ETF$510,806$510,806 ▲New Holding20,2540.1%ETFABTAbbott Laboratories$498,557$5,785 ▲1.2%3,8780.1%MedicalCENTCentral Garden & Pet$469,912$469,912 ▲New Holding1,3610.1%Consumer DiscretionaryALLAllstate$438,0140.0%2,2780.1%FinanceGILDGilead Sciences$390,804$5,509 ▲1.4%3,4050.1%MedicalAMDAdvanced Micro Devices$382,356$382,356 ▲New Holding2,1300.1%Computer and TechnologyXLCCommunication Services Select Sector SPDR Fund$358,843$426 ▲0.1%3,3710.1%ETFPGRProgressive$347,096$347,096 ▲New Holding1,4360.1%FinanceGDGeneral Dynamics$343,066$95,834 ▲38.8%1,0990.1%AerospaceXLBMaterials Select Sector SPDR Fund$331,242$3,199 ▲1.0%3,7280.1%ETFQQQInvesco QQQ$331,226$331,226 ▲New Holding5830.1%FinancePEPPepsiCo$319,318$5,858 ▲1.9%2,2350.1%Consumer StaplesBKBank of New York Mellon$286,952$286,952 ▲New Holding2,8050.1%FinanceDHRDanaher$286,810$36,718 ▲14.7%1,4060.1%MedicalRTXRTX$255,182$255,182 ▲New Holding1,6110.1%AerospaceCRMSalesforce$244,155$10,592 ▼-4.2%9220.1%Computer and TechnologyVBKVanguard Small-Cap Growth ETF$236,136$236,136 ▲New Holding2,7160.1%ETFADPAutomatic Data Processing$225,164$8,708 ▲4.0%7240.1%Computer and TechnologyTJXTJX Companies$213,122$213,122 ▲New Holding1,6940.1%Retail/WholesaleDISWalt Disney$209,069$209,069 ▲New Holding1,7490.1%Consumer DiscretionaryMKLMarkel Group$207,811$207,811 ▲New Holding1460.1%Multi-Sector ConglomeratesEMREmerson Electric$206,633$206,633 ▲New Holding1,4150.1%IndustrialsVTVVanguard Value ETF$200,405$200,405 ▲New Holding1,1210.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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