Stenger Family Office, LLC — 13F Holdings & Portfolio

CIK 2056106 · latest 13F-HR filed 2026-07-13

Stenger Family Office, LLC manages $629.4M in 13F-reported U.S. long-equity assets across 132 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are USFR (7.60%), GRNY (5.56%), NVDA (5.03%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 11 new positions, exited 5, added to 64, and trimmed 30.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
NAPERVILLE FINANCIAL CENTER
400 EAST DIEHL RD, SUITE 550
NAPERVILLE, IL 60563
Phone
(630) 912-8295
Filing Manager
Stenger Family Office, LLC
Naperville, IL
Signatory
Julia Patricia Foran
Vice President, Operations
Loading holdings…
AUM

$629.4M

Long-equity book

Holdings

132

Distinct positions

Period

2026-06-30

Filed 2026-07-13

Q/Q Activity

+11 / −5 / ↑64 / ↓30

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • NVIDIA CORPORATION$4.6M +17.1%
  • PALO ALTO NETWORKS INC$4.3M +104.0%
  • CROWDSTRIKE HLDGS INC$4.0M +96.3%
  • TIDAL TRUST I$4.0M +13.0%
  • CATERPILLAR INC$4.0M +50.3%
Show all 64

Top Trims

  • EXXON MOBIL CORP-$4.0M -19.4%
  • VERTEX PHARMACEUTICALS INC-$3.2M -89.4%
  • WISDOMTREE TR-$2.9M -5.8%
  • NETFLIX INC.-$1.8M -25.8%
  • COSTCO WHOLESALE CORPORATION-$1.4M -15.5%
Show all 30

New Positions

  • HONEYWELL AEROSPACE INC$5.0M
  • FIRST TR EXCH TRADED FD III$4.0M
  • TOAST INC$285.1K
  • ENTERPRISE PRODS PARTNERS L$260.3K
  • FIRST TR EXCHANGE-TRADED FD$245.4K
Show all 11

Exited Positions

  • HONEYWELL INTL INC$3.0M
  • CASEYS GEN STORES INC$1.4M
  • PIMCO ETF TR$635.8K
  • INVESCO EXCHANGE TRADED FD T$278.8K
  • DANAHER CORP DEL$220.1K
Show all 5
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 WISDOMTREE TR USFR 97717Y527 $47.9M 7.60% 950,591 SH
2 TIDAL TRUST I GRNY 886364231 $35.0M 5.56% 1,265,578 SH
3 NVIDIA CORPORATION NVDA 67066G104 $31.6M 5.03% 158,057 SH
4 MICROSOFT CORP MSFT 594918104 $30.3M 4.82% 81,303 SH
5 APPLE INC AAPL 037833100 $29.7M 4.72% 102,554 SH
6 WISDOMTREE TR DGRW 97717X669 $27.9M 4.43% 292,242 SH
7 JPMORGAN CHASE & CO JPM 46625H100 $23.3M 3.71% 71,265 SH
8 AMAZON COM INC AMZN 023135106 $18.6M 2.95% 77,968 SH
9 FIRST TR EXCHNG TRADED FD VI AFLG 33740F821 $17.7M 2.82% 408,634 SH
10 ALPHABET INC GOOGL 02079K305 $16.9M 2.69% 47,428 SH
11 EXXON MOBIL CORP XOM 30231G102 $16.7M 2.65% 121,999 SH
12 META PLATFORMS INC META 30303M102 $15.4M 2.45% 27,349 SH
13 WISDOMTREE TR EPS 97717W588 $14.3M 2.28% 184,220 SH
14 CATERPILLAR INC CAT 149123101 $11.9M 1.88% 11,136 SH
15 MORGAN STANLEY MS 617446448 $10.2M 1.62% 48,904 SH
16 ALPHABET INC GOOG 02079K107 $9.2M 1.47% 26,143 SH
17 HOME DEPOT INC HD 437076102 $8.8M 1.39% 24,850 SH
18 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $8.6M 1.37% 17,211 SH
19 SCHEIN HENRY INC HSIC 806407102 $8.5M 1.35% 24,721 SH
20 ABBVIE INC ABBV 00287Y109 $8.4M 1.34% 33,496 SH
21 PALO ALTO NETWORKS INC PANW 697435105 $8.4M 1.33% 24,551 SH
22 CROWDSTRIKE HLDGS INC CRWD 22788C105 $8.2M 1.31% 10,786 SH
23 ELI LILLY & CO LLY 532457108 $8.1M 1.29% 6,754 SH
24 TESLA INC TSLA 88160R101 $7.8M 1.24% 18,598 SH
25 COSTCO WHOLESALE CORPORATION COST 22160K105 $7.5M 1.20% 8,048 SH
26 AMERICAN EXPRESS CO AXP 025816109 $7.2M 1.14% 21,141 SH
27 BROADCOM INC AVGO 11135F101 $6.9M 1.10% 18,276 SH
28 CENTRAL GARDEN & PET CO CENT 153527106 $6.1M 0.97% 24,611 SH
29 GE AEROSPACE GE 369604301 $5.8M 0.92% 15,573 SH
30 ISHARES TR IVE 464287408 $5.3M 0.85% 23,534 SH
31 NETFLIX INC. NFLX 64110L106 $5.3M 0.84% 74,126 SH
32 FIRST TR EXCHANGE-TRADED FD QQEW 337344105 $5.3M 0.83% 32,925 SH
33 PROGRESSIVE CORP PGR 743315103 $5.3M 0.83% 24,052 SH
34 HONEYWELL AEROSPACE INC HONA 43849R105 $5.0M 0.80% 22,805 SH
35 SCHWAB CHARLES CORP SCHW 808513105 $4.9M 0.77% 52,772 SH
36 WISDOMTREE TR DLN 97717W307 $4.8M 0.77% 50,010 SH
37 UNITED RENTALS INC URI 911363109 $4.7M 0.75% 4,166 SH
38 PROCTER & GAMBLE CO PG 742718109 $4.5M 0.72% 30,818 SH
39 INVESCO EXCHANGE TRADED FD T XLG 46137V233 $4.5M 0.72% 73,624 SH
40 VISA INC V 92826C839 $4.2M 0.67% 12,287 SH
41 ADVANCED MICRO DEVICES INC AMD 007903107 $4.2M 0.67% 7,246 SH
42 WALMART INC WMT 931142103 $4.2M 0.67% 37,151 SH
43 ROBINHOOD MKTS INC HOOD 770700102 $4.2M 0.67% 41,882 SH
44 GOLDMAN SACHS GROUP INC GS 38141G104 $4.1M 0.65% 4,023 SH
45 APPLIED MATLS INC AMAT 038222105 $4.1M 0.65% 5,626 SH
46 FIRST TR EXCH TRADED FD III FPE 33739E108 $4.0M 0.63% 222,631 SH
47 ISHARES TR IVV 464287200 $3.9M 0.62% 5,228 SH
48 JOHNSON & JOHNSON JNJ 478160104 $3.8M 0.61% 15,021 SH
49 MASTERCARD INCORPORATED MA 57636Q104 $3.7M 0.58% 7,159 SH
50 PROLOGIS INC. PLD 74340W103 $3.6M 0.57% 26,360 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-13 $629.4M 132 0002085853-26-000698
2026-03-31 2026-04-29 $566.1M 117 0002085853-26-000535
2025-12-31 2026-03-04 $484.4M 100 0002085853-26-000294