SEC 13F Intelligence

Managers / Q1 2026

Stenger Family Office, LLC

CIK 0002056106 · NAPERVILLE FINANCIAL CENTER, 400 EAST DIEHL RD, SUITE 550, NAPERVILLE, IL, 60563 · 630-912-8295

Reported Value
$566M
Q1 2026
Positions
117
Filings on Record
5
2019–present window
Filed
Apr 29, 2026
original filing

Summary

Stenger Family Office, LLC reported $566M in U.S.-listed holdings across 117 positions for Q1 2026.

Its largest position, Wisdomtree Tr, represents 9.0% of the portfolio.

Compared with Q3 2025, the fund opened 21 new positions and exited 11.

Portfolio Metrics

Turnover
+23.6%
vs prior filed quarter
Top-10 Concentration
+46.7%
share of reported value
Largest Position
+9.0%
Wisdomtree Tr
New / Exited
21 / 11
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’24: $294MQ4 ’24Q2 ’25: $389MQ2 ’25Q3 ’25: $488MQ3 ’25Q1 ’26: $566MQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 66.3%ETP: 32.9%REIT: 0.6%Other: 0.2%
  • Common Stock · 66.3% · $375M
  • ETP · 32.9% · $186M
  • REIT · 0.6% · $3M
  • Other · 0.2% · $1M

Quarter-over-Quarter Changes full breakdown →

vs Q3 2025 (amended baseline) · note: prior filed quarter, not the immediately preceding one

IssuerMoveShare ΔShares nowValue ΔValue now
WISDOMTREE TRNEW+1.01M1.01M+$51M$51M
WISDOMTREE TRNEW+307.5K307.5K+$27M$27M
FIRST TR EXCHNG TRADED FD VINEW+420.9K420.9K+$16M$16M
WISDOMTREE TRNEW+192.0K192.0K+$13M$13M
FIRST TR EXCHANGE-TRADED FDNEW+37.0K37.0K+$5M$5M
WISDOMTREE TRNEW+50.6K50.6K+$5M$5M
FIRST TR EXCHANGE-TRADED FDNEW+53.1K53.1K+$3M$3M
FIRST TR EXCHANGE-TRADED FDNEW+44.8K44.8K+$2M$2M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2026

45 positions
#IssuerClass% PortfolioValueShares
1WISDOMTREE TRFLOATNG RAT TREA · US QTLY DIV GRT · US LARGECAP FUND · US LARGECAP DIVD16.85%$95M1.56M
2TIDAL TRUST IFUNDSTRAT GRANNY5.47%$31M1.30M
3MSFTMICROSOFT CORPhistory →COM5.09%$29M77.9K
4NVDANVIDIA CORPORATIONhistory →COM4.77%$27M154.8K
5AAPLAPPLE INChistory →COM4.61%$26M102.9K
6GOOGLALPHABET INCCAP STK CL A · CAP STK CL C4.04%$23M79.6K
7JPMJPMORGAN CHASE & COhistory →COM3.70%$21M71.3K
8EXMOCEXXON MOBIL CORPhistory →COM3.65%$21M121.9K
9FIRST TR EXCHNG TRADED FD VIACTV FCTR LGCP2.87%$16M420.9K
10AMZNAMAZON COM INChistory →COM2.82%$16M76.7K
11METAMETA PLATFORMS INChistory →CL A2.56%$14M25.3K
12ISHARES TRS&P 500 VAL ETF · CORE S&P500 ETF1.63%$9M32.4K
13COSTCOSTCO WHOLESALE CORPORATIONhistory →COM1.57%$9M8.9K
14BRK/BBERKSHIRE HATHAWAY INC DELhistory →CL B NEW1.45%$8M17.1K
15CATCATERPILLAR INChistory →COM1.39%$8M11.1K
16HSICSCHEIN HENRY INChistory →COM1.39%$8M24.5K
17HDHOME DEPOT INChistory →COM1.34%$8M23.1K
18DWDMORGAN STANLEYhistory →COM NEW1.26%$7M43.5K
19NFLXNETFLIX INC.history →COM1.26%$7M74.2K
20ABBVABBVIE INChistory →COM1.21%$7M31.5K
21TSLATESLA INChistory →COM1.19%$7M18.1K
22CENTCENTRAL GARDEN & PET COhistory →COM1.18%$7M23.8K
23AXPAMERICAN EXPRESS COhistory →COM1.07%$6M20.0K
24LLYELI LILLY & COhistory →COM1.04%$6M6.4K
25AVGOBROADCOM INCCOM0.98%$6M17.9K
26FIRST TR EXCHANGE-TRADED FDNASDAQ-100 SEL0.83%$5M37.0K
27PGPROCTER & GAMBLE COCOM0.81%$5M31.6K
28WMTWALMART INCCOM0.80%$5M36.4K
29INVESCO EXCHANGE TRADED FD TS&P 500 TOP 500.75%$4M77.9K
30PGRPROGRESSIVE CORPCOM0.75%$4M21.3K
31CRWDCROWDSTRIKE HLDGS INCCL A0.74%$4M10.7K
32GE AEROSPACECOM NEW0.74%$4M14.8K
33PANWPALO ALTO NETWORKS INCCOM0.72%$4M25.6K
34MCDMCDONALDS CORPCOM0.66%$4M12.1K
35VVISA INCCOM CL A0.64%$4M12.1K
36VRTXVERTEX PHARMACEUTICALS INCCOM0.62%$4M7.9K
37MAMASTERCARD INCORPORATEDCL A0.62%$4M7.1K
38PLDPROLOGIS INC.COM0.61%$3M26.0K
39JNJJOHNSON & JOHNSONCOM0.61%$3M14.0K
40ORCLORACLE CORPCOM0.60%$3M23.0K
41EA SERIES TRUSTSTRIVE 500 ETF0.59%$3M79.7K
42GSGOLDMAN SACHS GROUP INCCOM0.59%$3M3.9K
43URIUNITED RENTALS INCCOM0.55%$3M4.3K
44KOCOCA COLA COCOM0.55%$3M40.7K
45SCHWSCHWAB CHARLES CORPCOM0.54%$3M32.8K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$566M117Apr 29, 202613F-HRchanges · EDGAR ↗
Q3 2025$488M108Oct 29, 202513F-HRchanges · EDGAR ↗
Q2 2025$389M102Aug 13, 202513F-HRchanges · EDGAR ↗
Q4 2024$294M92Feb 13, 202513F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.