President & CCO

0001965176-26-000002.txt : 20260424 0001965176-26-000002.hdr.sgml : 20260424 20260424135932 ACCESSION NUMBER: 0001965176-26-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20260331 FILED AS OF DATE: 20260424 DATE AS OF CHANGE: 20260424 EFFECTIVENESS DATE: 20260424 FILER: COMPANY DATA: COMPANY CONFORMED NAME: STEVENS CAPITAL PARTNERS CENTRAL INDEX KEY: 0001965176 ORGANIZATION NAME: EIN: 873104700 STATE OF INCORPORATION: NE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22881 FILM NUMBER: 26892303 BUSINESS ADDRESS: STREET 1: 15514 SPAULDING PLAZA STREET 2: STE DO2 CITY: OMAHA STATE: NE ZIP: 68116 BUSINESS PHONE: (402) 251-5800 MAIL ADDRESS: STREET 1: 15514 SPAULDING PLAZA STREET 2: STE DO2 CITY: OMAHA STATE: NE ZIP: 68116 FORMER COMPANY: FORMER CONFORMED NAME: MY PURPOSEFUL WEALTH CORP. DATE OF NAME CHANGE: 20230208 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001965176 XXXXXXXX 03-31-2026 03-31-2026 false STEVENS CAPITAL PARTNERS

15514 SPAULDING PLAZA STE DO2 OMAHA NE 68116

13F HOLDINGS REPORT 028-22881 000322064 801-122960 N David Stevens President & CCO 402-251-5800 /s/David Stevens Omaha NE 04-24-2026 1 166 415884415 false 1 0001731358 028-18618 000286683 801-109958 All Terrain Financial Advisors, LLC INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 1165919 5731 SH SOLE 0 0 5731 ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 18716 92 SH DFND 1 0 0 92 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 1718729 5977 SH SOLE 1677 0 4300 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 156688 545 SH DFND 1 0 0 545 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 227108 792 SH DFND 1 0 0 792 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 761344 2654 SH SOLE 0 0 2654 ALTRIA GROUP INC COM 02209S103 BBG001S5T8T5 19214 291 SH DFND 1 0 0 291 ALTRIA GROUP INC COM 02209S103 BBG001S5T8T5 228573 3464 SH SOLE 0 0 3464 AMAZON COM INC COM 023135106 BBG001S5PQL7 2047523 9831 SH SOLE 1234 0 8597 AMAZON COM INC COM 023135106 BBG001S5PQL7 277624 1333 SH DFND 1 0 0 1333 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 BBG00Q9MR7Z1 431238 4318 SH SOLE 0 0 4318 AMERICAN CENTY ETF TR US SML CP VALU 025072877 BBG00Q9MQZW3 716944 6490 SH SOLE 0 0 6490 APPLE INC COM 037833100 BBG001S5N8V8 4522609 17820 SH SOLE 985 0 16835 APPLE INC COM 037833100 BBG001S5N8V8 483052 1903 SH DFND 1 0 0 1903 APPLIED MATLS INC COM 038222105 BBG001S5NMM7 17793 52 SH DFND 1 0 0 52 APPLIED MATLS INC COM 038222105 BBG001S5NMM7 253254 741 SH SOLE 249 0 492 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 302375 631 SH DFND 1 0 0 631 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 3176060 6628 SH SOLE 0 0 6628 BLACKROCK ETF TRUST II ISHARES FLEXIBLE 092528603 BBG01GQYLJY8 551204 10614 SH SOLE 0 0 10614 BOSTON OMAHA CORP CL A COM STK 101044105 BBG0021J74C3 5332519 456551 SH SOLE 0 0 456551 BROADCOM INC COM 11135F101 BBG00KHY5SY8 806940 2607 SH SOLE 0 0 2607 BROADCOM INC COM 11135F101 BBG00KHY5SY8 208760 674 SH DFND 1 0 0 674 BUCKLE INC COM 118440106 BBG001S5P6T3 3094063 61439 SH SOLE 0 0 61439 CHEVRON CORPORATION COM 166764100 BBG001S67ZC5 11019 53 SH DFND 1 0 0 53 CHEVRON CORPORATION COM 166764100 BBG001S67ZC5 300721 1453 SH SOLE 0 0 1453 COSTCO WHOLESALE CORPORATION COM 22160K105 BBG001S9KRQ7 209597 210 SH SOLE 39 0 171 COSTCO WHOLESALE CORPORATION COM 22160K105 BBG001S9KRQ7 86713 87 SH DFND 1 0 0 87 DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 BBG01254JDW6 11509637 240385 SH SOLE 64 0 240321 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 BBG011DXXVM0 1748859 24587 SH SOLE 0 0 24587 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 BBG011DXY0L8 490420 7853 SH SOLE 0 0 7853 ELI LILLY & CO COM 532457108 BBG001S5STL8 96707 105 SH DFND 1 0 0 105 ELI LILLY & CO COM 532457108 BBG001S5STL8 109626 119 SH SOLE 0 0 119 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 45491 268 SH DFND 1 0 0 268 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 212416 1252 SH SOLE 0 0 1252 GLOBAL X FDS GLBL X MLP ETF 37954Y343 BBG002WKD6P0 940507 17459 SH SOLE 0 0 17459 GOLDMAN SACHS GROUP INC COM 38141G104 BBG001SC07Z6 259414 307 SH SOLE 0 0 307 GOLDMAN SACHS GROUP INC COM 38141G104 BBG001SC07Z6 75392 89 SH DFND 1 0 0 89 HOME DEPOT INC COM 437076102 BBG001S5RTW7 154546 470 SH SOLE 54 0 416 HOME DEPOT INC COM 437076102 BBG001S5RTW7 74129 225 SH DFND 1 0 0 225 INTUITIVE SURGICAL INC COM NEW 46120E602 BBG001S7XR78 51631 112 SH DFND 1 0 0 112 INTUITIVE SURGICAL INC COM NEW 46120E602 BBG001S7XR78 165178 358 SH SOLE 92 0 266 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 550949 955 SH SOLE 0 0 955 ISHARES INC CORE MSCI EMKT 46434G103 BBG003HC3DG9 2685917 38508 SH SOLE 0 0 38508 ISHARES SILVER TR ISHARES 46428Q109 BBG001SQLN69 279459 4101 SH SOLE 0 0 4101 ISHARES TR 0-3 MNTH TREASRY 46436E718 BBG00TZR7YF0 547011 5434 SH SOLE 0 0 5434 ISHARES TR 7-10 YR TRSY BD 464287440 BBG001S80936 449102 4706 SH SOLE 0 0 4706 ISHARES TR CORE MSCI EAFE 46432F842 BBG003H6TRS0 1254114 13853 SH SOLE 0 0 13853 ISHARES TR CORE MSCI INTL 46435G326 BBG00G9DM0M7 1591054 19039 SH SOLE 0 0 19039 ISHARES TR CORE S&P MCP ETF 464287507 BBG001SFC7V0 1003509 14860 SH SOLE 3 0 14857 ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 808905 6507 SH SOLE 0 0 6507 ISHARES TR CORE S&P TTL STK 464287150 BBG001SHTRL5 17577639 123412 SH SOLE 3574 0 119838 ISHARES TR CORE S&P US GWT 464287671 BBG001SFQL99 13963859 90026 SH SOLE 73 0 89953 ISHARES TR CORE S&P US VLU 464287663 BBG001SFQL80 4910438 48024 SH SOLE 3592 0 44432 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 23348675 35745 SH SOLE 389 0 35356 ISHARES TR CORE US AGGBD ET 464287226 BBG001SM1QT8 794 8 SH DFND 1 0 0 8 ISHARES TR CORE US AGGBD ET 464287226 BBG001SM1QT8 486662 4902 SH SOLE 49 0 4853 ISHARES TR EAFE SML CP ETF 464288273 BBG001SYVWS7 437110 5575 SH SOLE 0 0 5575 ISHARES TR NATIONAL MUN ETF 464288414 BBG001SZV978 960388 9047 SH SOLE 0 0 9047 ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 15240813 35743 SH SOLE 0 0 35743 ISHARES TR RUS 2000 GRW ETF 464287648 BBG001S562F8 4449039 14177 SH SOLE 0 0 14177 ISHARES TR RUS 2000 VAL ETF 464287630 BBG001S56277 5352170 28230 SH SOLE 0 0 28230 ISHARES TR RUS MD CP GR ETF 464287481 BBG001S561Z8 7701191 60109 SH SOLE 714 0 59395 ISHARES TR RUS MDCP VAL ETF 464287473 BBG001S561V2 705096 4838 SH SOLE 0 0 4838 ISHARES TR RUS MID CAP ETF 464287499 BBG001SJCNS1 517179 5319 SH SOLE 0 0 5319 ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 201611 813 SH SOLE 0 0 813 ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 3472 14 SH DFND 1 0 0 14 ISHARES TR S&P MC 400GR ETF 464287606 BBG001SFQL08 386825 3844 SH SOLE 0 0 3844 ISHARES TR S&P SML 600 GWT 464287887 BBG001SFQL44 3211563 22193 SH SOLE 0 0 22193 ISHARES TR US AER DEF ETF 464288760 BBG001SC08P5 223437 1021 SH SOLE 0 0 1021 J P MORGAN EXCHANGE TRADED F INTRNL RES EQT 46641Q134 BBG016CBQVP3 1069066 14115 SH SOLE 0 0 14115 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 102642 420 SH DFND 1 0 0 420 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 293085 1199 SH SOLE 0 0 1199 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 485561 1651 SH SOLE 0 0 1651 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 164292 559 SH DFND 1 0 0 559 MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 61990 124 SH DFND 1 0 0 124 MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 1073741 2149 SH SOLE 0 0 2149 MCDONALDS CORP COM 580135101 BBG001S5T110 214916 692 SH SOLE 0 0 692 MCDONALDS CORP COM 580135101 BBG001S5T110 12432 40 SH DFND 1 0 0 40 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 185550 324 SH DFND 1 0 0 324 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 2395329 4187 SH SOLE 137 0 4050 MICROSOFT CORP COM 594918104 BBG001S5TD05 330658 893 SH DFND 1 0 0 893 MICROSOFT CORP COM 594918104 BBG001S5TD05 1706969 4611 SH SOLE 869 0 3742 MORGAN STANLEY ETF TRUST EATON VANCE TOTA 61774R841 BBG01LTGRPS0 11970451 235871 SH SOLE 0 0 235871 NETFLIX INC. COM 64110L106 BBG001SF6L46 89132 927 SH DFND 1 0 0 927 NETFLIX INC. COM 64110L106 BBG001SF6L46 211970 2205 SH SOLE 0 0 2205 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 521494 2990 SH DFND 1 0 0 2990 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 1804937 10349 SH SOLE 0 0 10349 PARKER-HANNIFIN CORP COM 701094104 BBG001S5V554 2724 3 SH DFND 1 0 0 3 PARKER-HANNIFIN CORP COM 701094104 BBG001S5V554 269841 301 SH SOLE 138 0 163 POOL CORP COM 73278L105 BBG001S5VBK4 1537303 7598 SH SOLE 0 0 7598 PRENETICS GLOBAL LTD SHS NEW G72245122 BBG0131XQ4L8 543800 28147 SH SOLE 0 0 28147 S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 11059 26 SH DFND 1 0 0 26 S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 953325 2241 SH SOLE 40 0 2201 SCHWAB STRATEGIC TR 1000 INDEX ETF 808524722 BBG00HXSKY16 400891 12796 SH SOLE 0 0 12796 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 BBG001T6L7D9 3250908 98662 SH SOLE 0 0 98662 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 BBG001T5XQY3 5553142 224369 SH SOLE 0 0 224369 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 BBG001T6L7C0 1000010 21395 SH SOLE 0 0 21395 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 BBG0025RWLM4 10211736 332847 SH SOLE 173 0 332674 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 BBG001T66WN0 1614454 55422 SH SOLE 0 0 55422 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 BBG001T5XQV6 17078945 666106 SH SOLE 6216 0 659890 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 BBG001V036R6 4517452 145913 SH SOLE 2 0 145911 SCHWAB STRATEGIC TR US REIT ETF 808524847 BBG001V039G2 217465 10119 SH SOLE 0 0 10119 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 BBG001T5XQW5 8358256 287423 SH SOLE 290 0 287133 SELECT SECTOR SPDR TR STATE STREET HEA 81369Y209 BBG001S7SCQ6 221270 1509 SH SOLE 0 0 1509 SELECT SECTOR SPDR TR STATE STREET TEC 81369Y803 BBG001S7TCZ5 415081 3123 SH SOLE 0 0 3123 SIBANYE STILLWATER LTD SPONSORED ADR 82575P107 BBG00RRGP4W4 123820 10050 SH SOLE 0 0 10050 SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 298273 693 SH SOLE 0 0 693 SPDR INDEX SHS FDS STATE STREET SPD 78463X509 BBG001SRXRD7 1466484 31262 SH SOLE 0 0 31262 SPDR INDEX SHS FDS STATE STREET SPD 78463X889 BBG001SRXRJ1 3847801 84289 SH SOLE 0 0 84289 SPDR SERIES TRUST STATE STREET SPD 78464A847 BBG001SPT9T9 3031414 51189 SH SOLE 1 0 51188 SPDR SERIES TRUST STATE STREET SPD 78464A854 BBG001SPTB87 3900609 50962 SH SOLE 0 0 50962 SPDR SERIES TRUST STATE STREET SPD 78464A201 BBG001SG4275 2108333 21821 SH SOLE 0 0 21821 SPDR SERIES TRUST STATE STREET SPD 78464A631 BBG0024LG8W4 225545 888 SH SOLE 0 0 888 SPDR SERIES TRUST STATE STREET SPD 78464A409 BBG001SD7RB9 2623111 26791 SH SOLE 2 0 26789 SPDR SERIES TRUST STATE STREET SPD 78464A474 BBG001T6B0P2 511 17 SH DFND 1 0 0 17 SPDR SERIES TRUST STATE STREET SPD 78468R853 BBG004T58LZ5 214271 4434 SH SOLE 0 0 4434 SPDR SERIES TRUST STATE STREET SPD 78464A508 BBG001SG4284 9772420 172719 SH SOLE 95 0 172624 SPDR SERIES TRUST STATE STREET SPD 78464A300 BBG001SG3JV2 9566746 101150 SH SOLE 89 0 101061 SPDR SERIES TRUST STATE STREET SPD 78464A805 BBG001SG6843 1957776 24763 SH SOLE 0 0 24763 SPDR SERIES TRUST STATE STREET SPD 78464A839 BBG001SPTBM1 1962751 23051 SH SOLE 888 0 22163 SPDR SERIES TRUST STATE STREET SPD 78464A474 BBG001T6B0P2 229306 7626 SH SOLE 0 0 7626 STARBUCKS CORP COM 855244109 BBG001S72KH6 170008 1898 SH DFND 1 0 0 1898 STARBUCKS CORP COM 855244109 BBG001S72KH6 91759 1024 SH SOLE 0 0 1024 STATE STR SPDR DOW JONES IND UT SER 1 78467X109 BBG001S8LH99 293546 634 SH SOLE 0 0 634 STATE STR SPDR DOW JONES IND UT SER 1 78467X109 BBG001S8LH99 5558 12 SH DFND 1 0 0 12 STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 BBG001S72SM3 5853 9 SH DFND 1 0 0 9 STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 BBG001S72SM3 1869115 2874 SH SOLE 0 0 2874 TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 BBG001S5WWW4 202770 600 SH DFND 1 0 0 600 TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 BBG001S5WWW4 59416 176 SH SOLE 0 0 176 TAPESTRY INC COM 876030107 BBG001SFH7D5 11015611 78064 SH SOLE 0 0 78064 TAPESTRY INC COM 876030107 BBG001SFH7D5 10442 74 SH DFND 1 0 0 74 TESLA INC COM 88160R101 BBG001SQKGD7 136432 367 SH DFND 1 0 0 367 TESLA INC COM 88160R101 BBG001SQKGD7 1260531 3391 SH SOLE 0 0 3391 THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 20646 42 SH DFND 1 0 0 42 THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 662150 1347 SH SOLE 20 0 1327 TJX COS INC NEW COM 872540109 BBG001S5WQ93 242717 1520 SH SOLE 657 0 863 TJX COS INC NEW COM 872540109 BBG001S5WQ93 10700 67 SH DFND 1 0 0 67 UNION PAC CORP COM 907818108 BBG001S5X2M0 3854019 15885 SH DFND 1 0 0 15885 UNION PAC CORP COM 907818108 BBG001S5X2M0 4170079 17188 SH SOLE 0 0 17188 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 BBG001ST39Q2 291455 3717 SH SOLE 0 0 3717 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 BBG001SK7DK4 2649960 35985 SH SOLE 13 0 35972 VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 66855603 153061 SH SOLE 1596 0 151465 VANGUARD INDEX FDS LARGE CAP ETF 922908637 BBG001SHTTQ6 1059226 3544 SH SOLE 0 0 3544 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 BBG001SRN7S6 2175860 8455 SH SOLE 0 0 8455 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 BBG001SRN7W1 13097070 71072 SH SOLE 35 0 71037 VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 2161763 7528 SH SOLE 0 0 7528 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 BBG001SMD2X3 315437 3556 SH SOLE 0 0 3556 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 374930 627 SH SOLE 0 0 627 VANGUARD INDEX FDS SM CP VAL ETF 922908611 BBG001SHVTR2 4345491 20002 SH SOLE 456 0 19546 VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 554103 2116 SH SOLE 0 0 2116 VANGUARD INDEX FDS SML CP GRW ETF 922908595 BBG001SHTTW9 1239814 4102 SH SOLE 0 0 4102 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 8401253 26188 SH SOLE 0 0 26188 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 5118009 26086 SH SOLE 0 0 26086 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 798384 14771 SH SOLE 0 0 14771 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 BBG001SHTV18 1792079 21741 SH SOLE 0 0 21741 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 BBG001T0SKD6 259755 1782 SH SOLE 0 0 1782 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 BBG009THVRX1 2422031 48547 SH SOLE 0 0 48547 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 BBG001T62M92 307193 5159 SH SOLE 8 0 5151 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 BBG001T62M38 469701 5676 SH SOLE 0 0 5676 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 2917237 45525 SH SOLE 0 0 45525 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 BBG001SS0V24 531696 3590 SH SOLE 0 0 3590 VANGUARD WORLD FD INF TECH ETF 92204A702 BBG001SHTTR5 573981 823 SH SOLE 0 0 823 VISA INC COM CL A 92826C839 BBG001SRCFY3 34532 114 SH DFND 1 0 0 114 VISA INC COM CL A 92826C839 BBG001SRCFY3 364238 1205 SH SOLE 331 0 874 WALMART INC COM 931142103 BBG001S5XH92 526105 4233 SH SOLE 0 0 4233 WALMART INC COM 931142103 BBG001S5XH92 76876 619 SH DFND 1 0 0 619