Stevard LLC

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Assets, Funds, Holdings

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Stevard LLC
CRD #285189
SEC #801-108366
CIK #0001812093
AUM 42.9 M (2026-03-24)
Employees 1 (100% Investors, 0% Brokers)
Fees
Minimum
Phone773-275-3262
Address
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
100080060040020002010201520212027
Sector Form 13F Holdings Value ($M)
Nvidia Corp 4.7
Tesla Motors Inc 3.0
Apple Inc 2.1
Microsoft Corp 1.1
Amazon Com Inc 1.0
Lilly Eli & Co 0.9
Zebra Technologies Corp 0.6
Fortinet Inc 0.4
Palantir Technologies Inc 0.4
Veeva Systems Inc 0.4
View All
Holdings by Sector ($M)
3002401801206002020202220242026
Type Form D Funds Date Sold AUM
Other 100-1 2016-11-10 318.3 M
Other 100-10 2016-11-10 12.8 M
Other 100-2 2016-11-10 126.2 M
Other 100-3 2016-11-10 35.2 M
Other 100-4 2016-11-10 0.0 M
Other 100-5 2016-11-10 15.8 M
Other 100-6 2016-11-10 37.5 M
Other 100-7 2016-11-10 0.0 M
Other 100-8 2016-11-10 51.3 M
Other 100-9 2016-11-10 67.7 M
View All
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 1 0.0
(b) Individuals (high net worth individuals) 13 42.9
(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 1 0.0
(n) Other 0 0.0
Total 53 42.9
By Discretionary
Discretionary 53 42.9
Non-Discretionary 0 0.0
Total 53 42.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 42.9
Total 53 42.9
EDGAR Form CIK 2011 - 2026
13F-HR [0001812093]
Firm Profile (Form ADV)
ServesInstitutional, Retail
Fund TypesHedge Fund
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