StoneX Group Inc. — 13F Holdings & Portfolio
CIK 913760 · latest 13F-HR filed 2026-05-14
StoneX Group Inc. manages $1.86B in 13F-reported U.S. long-equity assets across 917 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are VOO (6.43%), IVV (5.57%), IWD (4.13%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 252 new positions, exited 422, added to 171, and trimmed 400.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$1.86B
Long-equity book
917
Distinct positions
2026-03-31
Filed 2026-05-14
+252 / −422 / ↑171 / ↓400
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VANECK ETF TRUST$20.6M +2569.3%
- SCHWAB STRATEGIC TR$13.2M +21.7%
- INVESCO QQQ TR$10.7M +50.5%
- VANGUARD INDEX FDS$10.0M +47.5%
- SELECT SECTOR SPDR TR$6.4M +651.2%
Top Trims
- ISHARES TR-$28.9M -21.9%
- MICROSOFT CORP-$17.3M -47.0%
- SELECT SECTOR SPDR TR-$16.8M -68.1%
- APPLE INC-$15.8M -32.1%
- NVIDIA CORPORATION-$15.5M -31.8%
New Positions
- FERRARI N V$16.5M
- SELECT SECTOR SPDR TR$6.9M
- AMERICAN CENTY ETF TR$5.9M
- INVESTMENT MANAGERS SER TR I$3.6M
- SPDR SERIES TRUST$3.2M
Exited Positions
- WORLD GOLD TR$10.7M
- CAPITAL GROUP DIVIDEND VALUE$9.6M
- FIDELITY COVINGTON TRUST$7.4M
- VICTORY PORTFOLIOS II$6.0M
- NUVEEN MUNICIPAL CREDIT INC$5.1M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | VOO | 922908363 | $119.4M | 6.43% | 199,888 | SH |
| 2 | ISHARES TR | IVV | 464287200 | $103.5M | 5.57% | 158,388 | SH |
| 3 | ISHARES TR | IWD | 464287598 | $76.7M | 4.13% | 359,068 | SH |
| 4 | SCHWAB STRATEGIC TR | FNDF | 808524755 | $73.9M | 3.98% | 1,511,055 | SH |
| 5 | J P MORGAN EXCHANGE TRADED F | JBND | 46654Q716 | $43.4M | 2.34% | 807,296 | SH |
| 6 | VICTORY PORTFOLIOS II | VFLO | 92647X830 | $41.7M | 2.25% | 1,056,800 | SH |
| 7 | ISHARES TR | IWF | 464287614 | $36.8M | 1.98% | 86,292 | SH |
| 8 | APPLE INC | AAPL | 037833100 | $33.4M | 1.80% | 131,729 | SH |
| 9 | ISHARES TR | EFA | 464287465 | $33.3M | 1.79% | 343,233 | SH |
| 10 | NVIDIA CORPORATION | NVDA | 67066G104 | $33.3M | 1.79% | 191,220 | SH |
| 11 | INVESCO QQQ TR | QQQ | 46090E103 | $31.8M | 1.71% | 55,128 | SH |
| 12 | VANGUARD INDEX FDS | VB | 922908751 | $31.0M | 1.67% | 118,060 | SH |
| 13 | INVESCO EXCHANGE TRADED FD T | RSP | 46137V357 | $30.3M | 1.63% | 157,976 | SH |
| 14 | INVESCO EXCH TRADED FD TR II | QQQM | 46138G649 | $26.3M | 1.42% | 110,811 | SH |
| 15 | FIRST TR EXCHNG TRADED FD VI | BUFR | 33740F755 | $24.6M | 1.33% | 729,003 | SH |
| 16 | TIDAL TRUST III | RSMC | 45259A803 | $23.9M | 1.29% | 961,768 | SH |
| 17 | VANECK ETF TRUST | NLR | 92189F601 | $21.4M | 1.15% | 160,641 | SH |
| 18 | INVESCO EXCHANGE TRADED FD T | RSPT | 46137V282 | $20.3M | 1.09% | 449,252 | SH |
| 19 | MICROSOFT CORP | MSFT | 594918104 | $19.5M | 1.05% | 52,680 | SH |
| 20 | VANGUARD INDEX FDS | VTI | 922908769 | $18.3M | 0.99% | 56,966 | SH |
| 21 | FERRARI N V | RACE | N3167Y103 | $16.5M | 0.89% | 48,754 | SH |
| 22 | AMAZON COM INC | AMZN | 023135106 | $16.1M | 0.87% | 77,335 | SH |
| 23 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $15.2M | 0.82% | 23,436 | SH |
| 24 | ALPHABET INC | GOOGL | 02079K305 | $14.4M | 0.78% | 50,177 | SH |
| 25 | JPMORGAN CHASE & CO | JPM | 46625H100 | $10.8M | 0.58% | 36,870 | SH |
| 26 | ISHARES TR | IWR | 464287499 | $10.5M | 0.57% | 108,019 | SH |
| 27 | CATERPILLAR INC | CAT | 149123101 | $10.4M | 0.56% | 14,669 | SH |
| 28 | FIRST TR EXCHANGE TRADED FD | SDVY | 33741X102 | $10.0M | 0.54% | 254,193 | SH |
| 29 | ISHARES TR | SHV | 464288679 | $9.9M | 0.54% | 90,099 | SH |
| 30 | SPDR SERIES TRUST | SPYD | 78468R788 | $9.3M | 0.50% | 205,362 | SH |
| 31 | BROADCOM INC | AVGO | 11135F101 | $9.2M | 0.50% | 29,871 | SH |
| 32 | ISHARES TR | EEM | 464287234 | $9.0M | 0.48% | 157,967 | SH |
| 33 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $8.9M | 0.48% | 41,600 | SH |
| 34 | VANGUARD INDEX FDS | VUG | 922908736 | $8.9M | 0.48% | 20,338 | SH |
| 35 | ISHARES TR | ITOT | 464287150 | $8.4M | 0.45% | 58,826 | SH |
| 36 | ISHARES TR | IVW | 464287309 | $8.3M | 0.44% | 73,070 | SH |
| 37 | EXXON MOBIL CORP | XOM | 30231G102 | $7.9M | 0.43% | 46,753 | SH |
| 38 | SELECT SECTOR SPDR TR | XLU | 81369Y886 | $7.9M | 0.42% | 171,505 | SH |
| 39 | SELECT SECTOR SPDR TR | XLI | 81369Y704 | $7.4M | 0.40% | 45,963 | SH |
| 40 | ISHARES TR | AGG | 464287226 | $7.4M | 0.40% | 74,915 | SH |
| 41 | TESLA INC | TSLA | 88160R101 | $7.3M | 0.39% | 19,607 | SH |
| 42 | VANGUARD BD INDEX FDS | BND | 921937835 | $7.2M | 0.39% | 98,317 | SH |
| 43 | SPDR GOLD TR | GLD | 78463V107 | $7.1M | 0.38% | 16,543 | SH |
| 44 | GE VERNOVA INC | GEV | 36828A101 | $7.1M | 0.38% | 8,095 | SH |
| 45 | SOUTHERN CO | SO | 842587107 | $7.0M | 0.38% | 72,568 | SH |
| 46 | AMETEK INC | AME | 031100100 | $7.0M | 0.38% | 32,651 | SH |
| 47 | SELECT SECTOR SPDR TR | XLB | 81369Y100 | $6.9M | 0.37% | 138,604 | SH |
| 48 | CHEVRON CORPORATION | CVX | 166764100 | $6.9M | 0.37% | 33,309 | SH |
| 49 | JOHNSON & JOHNSON | JNJ | 478160104 | $6.9M | 0.37% | 28,142 | SH |
| 50 | CORNING INC | GLW | 219350105 | $6.8M | 0.37% | 50,102 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-14 | $1.86B | 917 | 0000913760-26-000032 |
| 2025-12-31 | 2026-02-12 | $2.30B | 1,087 | 0000913760-26-000018 |
| 2025-09-30 | 2025-11-14 | $2.29B | 930 | 0000913760-25-000188 |