|
⚲
|
| Stenger Family Office LLC
✚
|
|
|---|---|
| CRD # | 325089 |
| SEC # | 801-127416 |
| CIK # | 0002056106 |
| AUM | $686.2 M (2026-04-28) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 630-912-8295 |
| Address | Naperville Financial Center, 400 East Diehl Road Naperville, IL 60563 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002056106 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 31.6 | ||
| Microsoft Corp | 30.3 | ||
| Apple Inc | 29.7 | ||
| J P Morgan Chase & Co | 23.3 | ||
| Amazon Com Inc | 18.6 | ||
| Alphabet Inc | 16.9 | ||
| Facebook Inc | 15.4 | ||
| Caterpillar Inc | 11.9 | ||
| Morgan Stanley | 10.2 | ||
| Alphabet Inc | 9.3 | ||
| Home Depot Inc | 8.8 | ||
| AbbVie Inc | 8.4 | ||
| Palo Alto Networks Inc | 8.4 | ||
| CrowdStrike Holdings Inc | 8.2 | ||
| Lilly Eli & Co | 8.1 | ||
| Tesla Motors Inc | 7.9 | ||
| Costco Wholesale Corp /NEW | 7.5 | ||
| American Express Co | 7.2 | ||
| Broadcom Inc | 6.9 | ||
| General Electric Co | 5.8 | ||
| Netflix Inc | 5.3 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 586 | 107.7 |
| (b) Individuals (high net worth individuals) | 311 | 568.0 |
| (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 | 2 | 10.5 |
| (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 | 2,330 | 686.2 |
| By Discretionary | ||
| Discretionary | 2,305 | 673.0 |
| Non-Discretionary | 25 | 13.1 |
| Total | 2,330 | 686.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 686.2 | |
| Total | 2,330 | 686.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002056106] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Nvest Financial LLC
✚
|
NH | 0.7 |
|
Siharum Advisors LLC
✚
|
MA | 0.7 |
|
Atwater Malick LLC
✚
|
PA | 0.7 |
|
Wealth Management Advisors LLC
✚
|
SC | 0.7 |
|
Ma Private Wealth LLC
✚
|
CA | 0.7 |
|
Thayer Partners LLC
✚
|
0.7 | |
|
Sandy Cove Advisors LLC
✚
|
MA | 0.7 |
|
Providence Wealth Advisors LLC
✚
|
IL | 0.7 |
|
Northern Financial Advisors Inc
✚
|
MI | 0.7 |
|
Vantage Wealth
✚
|
CA | 0.7 |