# EDGAR Filing Document

**Accession Number:** 0002001544
**File Stem:** 0001172661-25-002974
**Filing Date:** 2025-8
**Character Count:** 7927
**Document Hash:** a33b0c863f044079f6cd533fda0ebb37
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001172661-25-002974.hdr.sgml**: 20250808

**ACCESSION NUMBER**: 0001172661-25-002974

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250808

**DATE AS OF CHANGE**: 20250808

**EFFECTIVENESS DATE**: 20250808

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Stephenson & Company, Inc.
- **CENTRAL INDEX KEY:** 0002001544

**ORGANIZATION NAME:**
- **EIN:** 811124741
- **STATE OF INCORPORATION:** CA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-23568
- **FILM NUMBER:** 251197728

**BUSINESS ADDRESS:**
- **STREET 1:** 241 AVENIDA DEL MAR
- **CITY:** SAN CLEMENTE
- **STATE:** CA
- **ZIP:** 92672
- **BUSINESS PHONE:** 949-727-4255

**MAIL ADDRESS:**
- **STREET 1:** 241 AVENIDA DEL MAR
- **CITY:** SAN CLEMENTE
- **STATE:** CA
- **ZIP:** 92672

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Stephenson  Company Inc.<br>**Address:** 241 Avenida Del Mar<br>San Clemente, CA 92672

**Form 13F File Number:** 028-23568

**CRD Number (if applicable):** 000111453

**SEC File Number (if applicable):** 801-117128

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Riley Stephenson<br>**Title:** Chief Financial Officer<br>**Phone:** 949-727-4255

**Signature, Place, and Date of Signing:**

/s/ Riley Stephenson  San Clemente, CA  08-08-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 42

**Form 13F Information Table Value Total:** $164598924

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AMAZON COM INC | COM | 023135106 |  | 207762 | 947 | SH |  | SOLE |  | 0 | 0 | 947 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 292824 | 918 | SH |  | SOLE |  | 0 | 0 | 918 |
| APPLE INC | COM | 037833100 |  | 1576231 | 7683 | SH |  | SOLE |  | 0 | 0 | 7683 |
| ARISTA NETWORKS INC | COM SHS | 040413205 |  | 368316 | 3600 | SH |  | SOLE |  | 0 | 0 | 3600 |
| BANK NEW YORK MELLON CORP | COM | 064058100 |  | 366262 | 4020 | SH |  | SOLE |  | 0 | 0 | 4020 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 |  | 1457600 | 2 | SH |  | SOLE |  | 0 | 0 | 2 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 24496895 | 50429 | SH |  | SOLE |  | 0 | 0 | 50429 |
| DEERE  CO | COM | 244199105 |  | 263906 | 519 | SH |  | SOLE |  | 0 | 0 | 519 |
| FIDELITY NATIONAL FINANCIAL | COM SHS | 31620R303 |  | 226146 | 4034 | SH |  | SOLE |  | 0 | 0 | 4034 |
| GRAYSCALE BITCOIN TRUST ETF | SHS REP COM UT | 389637109 |  | 542912 | 6400 | SH |  | SOLE |  | 0 | 0 | 6400 |
| HOME DEPOT INC | COM | 437076102 |  | 320710 | 875 | SH |  | SOLE |  | 0 | 0 | 875 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 252626 | 857 | SH |  | SOLE |  | 0 | 0 | 857 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 23229271 | 127816 | SH |  | SOLE |  | 0 | 0 | 127816 |
| ISHARES TR | IBONDS DEC 25 | 46435U432 |  | 200673 | 7499 | SH |  | SOLE |  | 0 | 0 | 7499 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 304742 | 3072 | SH |  | SOLE |  | 0 | 0 | 3072 |
| ISHARES TR | ESG AW MSCI EAFE | 46435G516 |  | 332880 | 3731 | SH |  | SOLE |  | 0 | 0 | 3731 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 6136422 | 98943 | SH |  | SOLE |  | 0 | 0 | 98943 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 |  | 327743 | 6794 | SH |  | SOLE |  | 0 | 0 | 6794 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 916873 | 10257 | SH |  | SOLE |  | 0 | 0 | 10257 |
| ISHARES TR | JPMORGAN USD EMG | 464288281 |  | 1735884 | 18742 | SH |  | SOLE |  | 0 | 0 | 18742 |
| ISHARES TR | RUS MID CAP ETF | 464287499 |  | 252918 | 2750 | SH |  | SOLE |  | 0 | 0 | 2750 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 332023 | 1709 | SH |  | SOLE |  | 0 | 0 | 1709 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 1169805 | 5421 | SH |  | SOLE |  | 0 | 0 | 5421 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 1782798 | 13202 | SH |  | SOLE |  | 0 | 0 | 13202 |
| ISHARES TR | CORE S ETF | 464287200 |  | 22244856 | 35827 | SH |  | SOLE |  | 0 | 0 | 35827 |
| ISHARES TR | TIPS BD ETF | 464287176 |  | 3654979 | 33215 | SH |  | SOLE |  | 0 | 0 | 33215 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 2581387 | 24707 | SH |  | SOLE |  | 0 | 0 | 24707 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 6090197 | 55725 | SH |  | SOLE |  | 0 | 0 | 55725 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 208547 | 1320 | SH |  | SOLE |  | 0 | 0 | 1320 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 203475 | 9207 | SH |  | SOLE |  | 0 | 0 | 9207 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 348726 | 1144 | SH |  | SOLE |  | 0 | 0 | 1144 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 3896007 | 6306 | SH |  | SOLE |  | 0 | 0 | 6306 |
| SPDR SERIES TRUST | BLOOMBERG HIGH Y | 78468R622 |  | 1909118 | 19627 | SH |  | SOLE |  | 0 | 0 | 19627 |
| TESLA INC | COM | 88160R101 |  | 247457 | 779 | SH |  | SOLE |  | 0 | 0 | 779 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 211412 | 678 | SH |  | SOLE |  | 0 | 0 | 678 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 |  | 16992038 | 215909 | SH |  | SOLE |  | 0 | 0 | 215909 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 |  | 10552038 | 136437 | SH |  | SOLE |  | 0 | 0 | 136437 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 203566 | 859 | SH |  | SOLE |  | 0 | 0 | 859 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 256464 | 585 | SH |  | SOLE |  | 0 | 0 | 585 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 |  | 302961 | 4507 | SH |  | SOLE |  | 0 | 0 | 4507 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 5556349 | 112340 | SH |  | SOLE |  | 0 | 0 | 112340 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 22045125 | 386689 | SH |  | SOLE |  | 0 | 0 | 386689 |

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