Julia Patricia Foran
Stenger Family Office, Llc
Assets Managed
$566.146M
Holdings
117
Last Quarter
2026 - Q1
Filed Date
18d ago
Growth Rate
16.88%(2Q avg: 8.07%)
Sustained Growth
1 quarters
Portfolio positions
This chart displays the top 10 holdings in Stenger Family Office, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 117 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 566.146M in assets, with a quarterly growth rate of 16.88% and a 2-quarter average growth rate of 8.07%. The portfolio is managed by Julia Patricia Foran, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
USFR Wisdomtree Floating Rate Tre
| 8.98% | $50.799M 1.009M shares@ $50.34 avg price | New Position |
GRNY Fndstrt Grnny Shots Us Lrg
| 5.47% | $30.96M 1.297M shares@ $23.87 avg price | Increased 1.86% |
MSFT Microsoft Corp
| 5.1% | $28.835M 77,896 shares@ $370.17 avg price | Increased 14.06% |
NVDA Nvidia Corp
| 4.78% | $27.005M 154,848 shares@ $174.4 avg price | Increased 10.79% |
DGRW Wisdomtree U.s. Quality Divi
| 4.77% | $26.978M 307,503 shares@ $87.74 avg price | New Position |
AAPL Apple Inc
| 4.62% | $26.103M 102,851 shares@ $253.8 avg price | Increased 8.77% |
JPM Jpmorgan Chase & Co
| 3.71% | $20.973M 71,298 shares@ $294.16 avg price | Increased 12.45% |
XOM Exxon Mobil Corp
| 3.66% | $20.687M 121,933 shares@ $169.66 avg price | Increased 1.99% |
AFLG First Trust Active Factor La
| 2.87% | $16.238M 420,939 shares@ $38.58 avg price | New Position |
AMZN Amazon.com Inc
| 2.83% | $15.974M 76,699 shares@ $208.28 avg price | Increased 10.68% |
1-10 of 117