|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Stenger Family Office LLC
✚
|
|
|---|---|
| CRD # | 325089 |
| SEC # | 801-127416 |
| CIK # | 0002056106 |
| AUM | $433.4 M (2025-06-27) |
| Employees | 11 (73% Investors, 0% Brokers) |
| Phone | 630-912-8295 |
| Address | Naperville Financial Center, 400 East Diehl Road Naperville, IL 60563 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 22.3 | ||
| Apple Inc | 17.8 | ||
| Nvidia Corp | 16.4 | ||
| J P Morgan Chase & Co | 16.0 | ||
| Exxon Mobil Corp | 14.5 | ||
| Amazon Com Inc | 12.5 | ||
| Alphabet Inc | 11.5 | ||
| Facebook Inc | 10.7 | ||
| Netflix Inc | 6.6 | ||
| Costco Wholesale Corp /NEW | 5.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 377 | 97.5 |
| (b) Individuals (high net worth individuals) | 212 | 335.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,634 | 433.4 |
| By Discretionary | ||
| Discretionary | 1,618 | 432.2 |
| Non-Discretionary | 16 | 1.2 |
| Total | 1,634 | 433.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 433.4 | |
| Total | 1,634 | 433.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002056106] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Weaver Capital Management LLC
✚
|
GA | 0.4 |
|
Absolute Capital Management LLC
✚
|
PA | 0.4 |
|
Kahn Brothers Advisors LLC
✚
|
NY | 0.4 |
|
ACT Advisors LLC
✚
|
NC | 0.4 |
|
Strategic Advocates LLC
✚
|
UT | 0.4 |
|
BGM Wealth Partners LLC
✚
|
MN | 0.4 |
|
WrapManager Inc
✚
|
CA | 0.4 |
|
Independence Financial Advisors LLC
✚
|
NH | 0.4 |
|
Founders Grove Wealth Partners LLC
✚
|
VA | 0.4 |
|
Klosters Capital LLC
✚
|
FL | 0.4 |