Julia Patricia Foran
Stenger Family Office, Llc
Assets Managed
$629.358M
Holdings
123
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
11.17%(2Q avg: 14.02%)
Sustained Growth
2 quarters
Portfolio positions
This chart displays the top 10 holdings in Stenger Family Office, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 123 positions.
Assets under management
The assets under management (AUM) of Stenger Family Office, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 629.358M in assets, with a quarterly growth rate of 11.17% and a 2-quarter average growth rate of 14.02%. The portfolio is managed by Julia Patricia Foran, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
USFR Wisdomtree Floating Rate Tre
| 7.61% | $47.862M 950,591 shares@ $50.36 avg price | Decreased -5.8% |
GRNY Fndstrt Grnny Shots Us Lrg
| 5.57% | $34.993M 1.266M shares@ $27.66 avg price | Decreased -2.42% |
NVDA Nvidia Corp
| 5.03% | $31.626M 158,057 shares@ $200.1 avg price | Increased 2.08% |
MSFT Microsoft Corp
| 4.82% | $30.328M 81,303 shares@ $373.03 avg price | Increased 4.38% |
AAPL Apple Inc
| 4.72% | $29.675M 102,554 shares@ $289.36 avg price | Decreased -0.28% |
DGRW Wisdomtree U.s. Quality Divi
| 4.44% | $27.905M 292,242 shares@ $95.49 avg price | Decreased -4.96% |
JPM Jpmorgan Chase & Co
| 3.71% | $23.327M 71,265 shares@ $327.34 avg price | Decreased -0.04% |
AMZN Amazon.com Inc
| 2.96% | $18.583M 77,968 shares@ $238.34 avg price | Increased 1.66% |
AFLG First Trust Active Factor La
| 2.82% | $17.743M 408,634 shares@ $43.42 avg price | Decreased -2.92% |
GOOGL Alphabet Inc-cl A
| 2.7% | $16.949M 47,428 shares@ $357.38 avg price | Decreased -8.34% |
1-10 of 123