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Portfolio (Quarterly) Guide ↗

Stenger Family Office, LLC

· CIK 0002056106
13F Portfolio $629M AUM 132 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 132 New
Page 5 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 NEE NEXTERA ENERGY INC Utilities 8,815.0 $774K 0.12% NEW $87.77 -4.7%
82 JEPI J P MORGAN EXCHANGE TRADED F 12,282.0 $694K 0.11% NEW $56.48 +2.5%
83 MRK MERCK & CO INC Healthcare 5,282.0 $679K 0.11% NEW $128.50 +18.7%
84 QQQ INVESCO QQQ TR Financial Services 903.0 $665K 0.11% NEW $736.52 -3.1%
85 NOW SERVICENOW INC Technology 6,625.0 $658K 0.10% NEW $99.28 +29.4%
86 FORTINET INC 3,974.0 $610K 0.10% NEW $153.62
87 ACN ACCENTURE PLC IRELAND Technology 4,749.0 $591K 0.09% NEW $124.44 +48.9%
88 VV VANGUARD INDEX FDS 1,673.0 $575K 0.09% NEW $343.91 +2.5%
89 ALL ALLSTATE CORP Financial Services 2,278.0 $542K 0.09% NEW $237.94 +6.7%
90 LQTI FIRST TR EXCHANGE-TRADED FD 25,919.0 $501K 0.08% NEW $19.31 -3.0%
91 GILD GILEAD SCIENCES INC Healthcare 3,494.0 $441K 0.07% NEW $126.34 +15.7%
92 DUHP DIMENSIONAL ETF TRUST 10,277.0 $429K 0.07% NEW $41.73 +1.6%
93 FTSM FIRST TR EXCHANGE-TRADED FD 7,069.0 $422K 0.07% NEW $59.73 +0.2%
94 XLB SELECT SECTOR SPDR TR 7,590.0 $386K 0.06% NEW $50.83 +5.3%
95 ABT ABBOTT LABORATORIES Healthcare 4,167.0 $378K 0.06% NEW $90.74 +28.5%
96 SCHG SCHWAB STRATEGIC TR 9,916.0 $377K 0.06% NEW $38.01 -7.1%
97 VRTX VERTEX PHARMACEUTICALS INC Healthcare 752.0 $374K 0.06% NEW $496.73 +10.3%
98 RTX RTX CORPORATION Industrials 1,804.0 $342K 0.05% NEW $189.73 +10.6%
99 TMUS T-MOBILE US INC Communication Services 1,976.0 $331K 0.05% NEW $167.73 +9.1%
100 XLC SELECT SECTOR SPDR TR 3,013.0 $323K 0.05% NEW $107.13 +4.0%
Page 5 of 7  ·  132 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.3%
Financial Services 19.0%
Consumer Cyclical 10.3%
Communication Services 9.4%
Healthcare 8.1%
Industrials 7.7%
Consumer Defensive 5.0%
Energy 4.6%
Real Estate 0.9%
Utilities 0.7%