EdgeMarket › What Stonex Group Inc. reported owning
What Stonex Group Inc. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.9BPositions
917Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| VOO Vanguard S&P 500 ETF | 119.4M | 6.4% | 199.9K | 703.71 | +20.0% |
| IVV iShares Core S&P 500 ETF | 103.5M | 5.6% | 158.4K | 769.31 | +20.0% |
| IWD iShares Russell 1000 Value ETF | 76.7M | 4.1% | 359.1K | 257.29 | +29.2% |
| FNDF Schwab Fundamental International Equity ETF | 73.9M | 4.0% | 1.5M | 55.84 | +32.1% |
| JBND JPMorgan Active Bond ETF | 43.4M | 2.3% | 807.3K | 52.65 | -1.7% |
| VFLO VictoryShares Free Cash Flow ETF | 41.7M | 2.2% | 1.1M | 55.45 | +53.9% |
| IWF iShares Russell 1000 Growth Fund | 36.8M | 2.0% | 86.3K | 122.39 | +11.2% |
| AAPL Apple Inc. | 33.4M | 1.8% | 131.7K | 309.35 | +36.9% |
| EFA iShares MSCI EAFE ETF | 33.3M | 1.8% | 343.2K | 108.24 | +17.1% |
| NVDA NVIDIA CORP | 33.3M | 1.8% | 191.2K | 214.72 | +22.4% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 31.8M | 1.7% | 55.1K | 713.44 | +26.1% |
| VB Vanguard Morningstar Small-Cap ETF | 31.0M | 1.7% | 118.1K | 304.76 | +24.4% |
| RSP Invesco S&P 500 Equal Weight ETF | 30.3M | 1.6% | 158.0K | 221.67 | +18.8% |
| QQQM Invesco NASDAQ 100 ETF | 26.3M | 1.4% | 110.8K | 293.76 | +26.1% |
| BUFR FT Vest Laddered Buffer ETF | 24.6M | 1.3% | 729.0K | 37.30 | +14.5% |
| RSMC Rockefeller U.S. Small-Mid Cap ETF | 23.9M | 1.3% | 961.8K | 29.05 | +11.9% |
| NLR VanEck Uranium and Nuclear ETF | 21.4M | 1.2% | 160.6K | 119.94 | +10.4% |
| RSPT Invesco S&P 500 Equal Weight Technology ETF | 20.3M | 1.1% | 449.3K | 64.02 | +56.4% |
| MSFT MICROSOFT CORP | 19.5M | 1.0% | 52.7K | 483.24 | -4.4% |
| VTI Vanguard Morningstar Total Stock Market ETF | 18.3M | 1.0% | 57.0K | 378.24 | +20.5% |
| RACE Ferrari N.V. | 16.5M | 0.9% | 48.8K | 436.54 | -6.8% |
| AMZN AMAZON COM INC | 16.1M | 0.9% | 77.3K | 258.63 | +15.6% |
| SPY SPDR S&P 500 ETF TRUST | 15.2M | 0.8% | 23.4K | 765.72 | +20.0% |
| GOOGL Alphabet Inc. | 14.4M | 0.8% | 50.2K | 344.82 | +73.0% |
| JPM JPMORGAN CHASE & CO | 10.8M | 0.6% | 36.9K | 351.58 | +20.3% |
| IWR iShares Russell Mid-Cap ETF | 10.5M | 0.6% | 108.0K | 113.44 | +20.4% |
| CAT CATERPILLAR INC | 10.4M | 0.6% | 14.7K | 827.90 | +96.8% |
| SDVY First Trust SMID Cap Rising Dividend Achievers | 10.0M | 0.5% | 254.2K | 43.87 | +18.6% |
| SHV iShares 0-1 Year Treasury Bond ETF | 9.9M | 0.5% | 90.1K | 110.31 | -0.0% |
| SPYD State Street SPDR Portfolio S&P 500 High Divid | 9.3M | 0.5% | 205.4K | 50.43 | +14.2% |
| AVGO Broadcom Inc. | 9.2M | 0.5% | 29.9K | 368.45 | +26.5% |
| EEM iShares MSCI Emerging Markets ETF | 9.0M | 0.5% | 158.0K | 67.12 | +34.9% |
| VIG Vanguard Div Appreciation ETF | 8.9M | 0.5% | 41.6K | 243.91 | +16.2% |
| VUG Vanguard Morningstar Growth ETF | 8.9M | 0.5% | 20.3K | 87.50 | +15.9% |
| ITOT iShares Core S&P Total U.S. Stock Market ETF | 8.4M | 0.5% | 58.8K | 167.97 | +20.5% |
| IVW iShares S&P 500 Growth ETF | 8.3M | 0.4% | 73.1K | 138.83 | +22.2% |
| XOM ExxonMobil Holdings Corp | 7.9M | 0.4% | 46.8K | 165.11 | +52.1% |
| XLU State Street Utilities Select Sector SPDR ETF | 7.9M | 0.4% | 171.5K | 42.77 | -0.7% |
| XLI State Street Industrial Select Sector SPDR ETF | 7.4M | 0.4% | 46.0K | 180.25 | +19.2% |
| AGG iShares Core U.S. Aggregate Bond ETF | 7.4M | 0.4% | 74.9K | 97.35 | -1.7% |
| TSLA Tesla, Inc. | 7.3M | 0.4% | 19.6K | 362.86 | +12.0% |
| BND Vanguard Total Bond Market ETF | 7.2M | 0.4% | 98.3K | 72.23 | -1.8% |
| GLD SPDR GOLD TRUST | 7.1M | 0.4% | 16.5K | 423.36 | +37.3% |
| GEV GE Vernova Inc. | 7.1M | 0.4% | 8.1K | 956.85 | +58.3% |
| SO SOUTHERN CO | 7.0M | 0.4% | 72.6K | 88.94 | -6.3% |
| AME AMETEK INC/ | 7.0M | 0.4% | 32.7K | 239.55 | +30.7% |
| XLB State Street Materials Select Sector SPDR ETF | 6.9M | 0.4% | 138.6K | 53.54 | +18.8% |
| CVX CHEVRON CORP | 6.9M | 0.4% | 33.3K | 205.27 | +34.0% |
| JNJ JOHNSON & JOHNSON | 6.9M | 0.4% | 28.1K | 270.24 | +51.1% |
| GLW CORNING INC /NY | 6.8M | 0.4% | 50.1K | 149.84 | +132.0% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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