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Loyd Stegent

Stegent Equity Advisors, Inc.

Assets Managed
$117.348M
Holdings
101
Last Quarter
2026 - Q1
Filed Date
1mo 18d ago
Growth Rate
-8.53%(2Q avg: -2.04%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Stegent Equity Advisors, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 101 positions.

Assets under management

The assets under management (AUM) of Stegent Equity Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 117.348M in assets, with a quarterly growth rate of -8.53% and a 2-quarter average growth rate of -2.04%. The portfolio is managed by Loyd Stegent, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GOAU
Us Glb Gld & Metal Mnrs Etf
Recent Activity
Increased 3.77%
4.91%
$5.758M
129,807 shares@ $44.37 avg price
VDE
Vanguard Energy Etf
Recent Activity
New Position
4.78%
$5.608M
32,409 shares@ $173.04 avg price
GLTR
Abrdn Physical Precious Met
Recent Activity
Decreased -14.01%
4.3%
$5.041M
23,050 shares@ $218.72 avg price
AVDV
Avantis Intl S C Value Etf
Recent Activity
Decreased -22.6%
4%
$4.683M
46,897 shares@ $99.86 avg price
LENS
Sarmaya Thematic Etf
Recent Activity
Increased 720.72%
3.43%
$4.014M
87,587 shares@ $45.84 avg price
URNM
Sprott Uranium Miners Etf
Recent Activity
Decreased -2.52%
3.38%
$3.961M
62,731 shares@ $63.16 avg price
RDVY
First Trust Rising Dividend
Recent Activity
Decreased -12.59%
3.1%
$3.628M
53,133 shares@ $68.29 avg price
FTLS
First Trust Long Short Eqty
Recent Activity
Decreased -0.25%
3.07%
$3.601M
51,175 shares@ $70.36 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Decreased -11.27%
2.49%
$2.914M
26,375 shares@ $110.48 avg price
AIRR
First Trust Rba American Ind
Recent Activity
Increased 4.5%
2.31%
$2.699M
24,364 shares@ $110.79 avg price

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