1y return+16.1%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2025: $116 against $121 in the S&P 500.2
Stenger Family Office, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| USFRWisdomtree Tr | $47.9M | 7.6% | −5.8% |
| GRNYTidal Trust I | $35.0M | 5.6% | −2.4% |
| NVDANvidia Corporation | $31.6M | 5.0% | +2.1% |
| MSFTMicrosoft Corp | $30.3M | 4.8% | +4.4% |
| AAPLApple Inc | $29.7M | 4.7% | |
| DGRWWisdomtree Tr | $27.9M | 4.4% | −5.0% |
| JPMJpmorgan Chase & Co | $23.3M | 3.7% | |
| AMZNAmazon Com Inc | $18.6M | 3.0% | +1.7% |
| AFLGFirst Tr Exchng Traded Fd Vi | $17.7M | 2.8% | −2.9% |
| GOOGLAlphabet Inc | $16.9M | 2.7% | −8.3% |
| Exxon Mobil CorpCUSIP 30231G102 | $16.7M | 2.7% | |
| METAMeta Platforms Inc | $15.4M | 2.4% | +8.2% |
| EPSWisdomtree Tr | $14.3M | 2.3% | −4.0% |
| CATCaterpillar Inc | $11.9M | 1.9% | |
| MSMorgan Stanley | $10.2M | 1.6% | +12.4% |
| GOOGAlphabet Inc | $9.2M | 1.5% | −6.2% |
| HDHome Depot Inc | $8.8M | 1.4% | +7.5% |
| BRK/BBerkshire Hathaway Inc Del | $8.6M | 1.4% | |
| HSICSchein Henry Inc | $8.5M | 1.4% | |
| ABBVAbbvie Inc | $8.4M | 1.3% | +6.4% |
| PANWPalo Alto Networks Inc | $8.4M | 1.3% | −4.1% |
| CRWDCrowdstrike Hldgs Inc | $8.2M | 1.3% | |
| LLYEli Lilly & Co | $8.1M | 1.3% | +5.9% |
| TSLATesla Inc | $7.8M | 1.2% | +2.8% |
| COSTCostco Wholesale Corporation | $7.5M | 1.2% | −10.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| CATCaterpillar Inc | June 30, 2025 | +174.3% | $11.9M |
| GOOGLAlphabet Inc | June 30, 2025 | +102.8% | $16.9M |
| GOOGAlphabet Inc | June 30, 2025 | +99.2% | $9.2M |
| PANWPalo Alto Networks Inc | June 30, 2025 | +66.6% | $8.4M |
| LLYEli Lilly & Co | June 30, 2025 | +53.9% | $8.1M |
| URIUnited Rentals Inc | June 30, 2025 | +50.4% | $4.7M |
| CRWDCrowdstrike Hldgs Inc | June 30, 2025 | +49.8% | $8.2M |
| MSMorgan Stanley | June 30, 2025 | +48.4% | $10.2M |
| AAPLApple Inc | June 30, 2025 | +41.0% | $29.7M |
| AVGOBroadcom Inc | June 30, 2025 | +37.0% | $6.9M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $3.0M
- CASYCaseys Gen Stores Inc was $1.4M
- MINTPimco Etf Tr was $636K
- EQWLInvesco Exchange Traded Fd T was $279K
- DHRDanaher Corp Del was $220K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.9% | +14.8% |
| March 31, 2026 | −4.7% | −4.6% |
| December 31, 2025 | +1.6% | +2.4% |
| September 30, 2025 | +8.2% | +7.8% |
| March 31, 2025 | −2.9% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Stenger Family Office, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2056106&type=13F-HR&dateb=&owner=include&count=40CIK 2056106
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2056106/000208585326000698/Filed July 13, 2026 · accession 0002085853-26-000698