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StoneX Group Inc. — 13F Holdings & Portfolio

CIK 913760 · latest 13F-HR filed 2026-08-12

Backtest portfolio

StoneX Group Inc. manages $2.48B in 13F-reported U.S. long-equity assets across 1,464 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VOO (5.60%), IVV (4.76%), IWD (3.56%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 721 new positions, exited 174, added to 471, and trimmed 180.

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.

Filer Information
Address
230 PARK AVE
10TH FLOOR
NEW YORK, NY 10169
Phone
(212) 485-3500
Filing Manager
StoneX Group Inc.
NEW YORK, NY
Signatory
Tiffany Nealon
Associated Person
Loading holdings…
AUM

$2.48B

Long-equity book

Holdings

1,464

Distinct positions

Period

2026-06-30

Filed 2026-08-12

Q/Q Activity

+721 / −174 / ↑471 / ↓180

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • STATE STR SPDR S&P 500 ETF T$23.3M +153.2%
  • VANGUARD INDEX FDS$19.5M +16.3%
  • INVESCO QQQ TR$17.6M +55.5%
  • DIREXION SHARES ETF TRUST$17.2M +1362.1%
  • ISHARES TR$14.6M +14.2%
Show all 471 →

Top Trims

  • FERRARI N V-$16.2M -98.4%
  • ISHARES TR-$5.7M -77.2%
  • FIRST TR EXCHANGE TRADED FD-$4.7M -46.7%
  • SPDR GOLD TR-$2.4M -34.3%
  • ISHARES TR-$1.6M -17.8%
Show all 180 →

New Positions

  • KT CORP$25.8M
  • XCEL ENERGY INC$14.7M
  • FIRST TR EXCHANGE TRAD FD VI$8.8M
  • ETF SER SOLUTIONS$7.7M
  • SPACE EXPLORATION TECHN CORP$7.3M
Show all 721 →

Exited Positions

  • ISHARES TR$9.9M
  • INVESTMENT MANAGERS SER TR I$3.6M
  • HONEYWELL INTL INC$3.3M
  • GOLDMAN SACHS ETF TR$3.2M
  • PONO CAP FOUR INC$1.8M
Show all 174 →
All Holdings

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 $138.9M 5.60% 202,245 SH
2 ISHARES TR IVV 464287200 $118.1M 4.76% 157,700 SH
3 ISHARES TR IWD 464287598 $88.4M 3.56% 364,575 SH
4 SCHWAB STRATEGIC TR FNDF 808524755 $83.9M 3.38% 1,590,033 SH
5 J P MORGAN EXCHANGE TRADED F JBND 46654Q716 $55.3M 2.23% 1,032,908 SH
6 INVESCO QQQ TR QQQ 46090E103 $49.4M 1.99% 68,473 SH
7 VICTORY PORTFOLIOS II VFLO 92647X830 $48.7M 1.96% 1,065,482 SH
8 NVIDIA CORPORATION NVDA 67066G104 $43.9M 1.77% 219,137 SH
9 APPLE INC AAPL 037833100 $41.3M 1.66% 142,737 SH
10 ISHARES TR IWF 464287614 $40.5M 1.63% 326,130 SH
11 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $38.6M 1.55% 51,523 SH
12 VANGUARD INDEX FDS VB 922908751 $37.2M 1.50% 122,525 SH
13 ISHARES TR EFA 464287465 $36.9M 1.49% 354,786 SH
14 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $35.1M 1.41% 164,736 SH
15 INVESCO EXCH TRADED FD TR II QQQM 46138G649 $33.9M 1.37% 112,053 SH
16 TIDAL TRUST III RSMC 45259A803 $28.2M 1.14% 975,573 SH
17 KT CORP KT 48268K101 $25.8M 1.04% 1,468,886 SH
18 FIRST TR EXCHNG TRADED FD VI BUFR 33740F755 $25.6M 1.03% 701,880 SH
19 INVESCO EXCHANGE TRADED FD T RSPT 46137V282 $25.5M 1.03% 395,236 SH
20 VANGUARD INDEX FDS VTI 922908769 $22.8M 0.92% 61,345 SH
21 AMAZON COM INC AMZN 023135106 $20.9M 0.84% 87,825 SH
22 VANECK ETF TRUST NLR 92189F601 $20.6M 0.83% 177,349 SH
23 MICROSOFT CORP MSFT 594918104 $19.4M 0.78% 51,877 SH
24 DIREXION SHARES ETF TRUST SOXL 25459W458 $18.5M 0.75% 85,974 SH
25 ALPHABET INC GOOGL 02079K305 $17.6M 0.71% 49,453 SH
26 XCEL ENERGY INC XEL 98389B100 $14.7M 0.59% 177,481 SH
27 CATERPILLAR INC CAT 149123101 $14.4M 0.58% 13,499 SH
28 SELECT SECTOR SPDR TR XLI 81369Y704 $13.1M 0.53% 70,924 SH
29 CORNING INC GLW 219350105 $12.8M 0.52% 50,242 SH
30 BROADCOM INC AVGO 11135F101 $12.8M 0.52% 33,783 SH
31 JPMORGAN CHASE & CO JPM 46625H100 $12.6M 0.51% 38,617 SH
32 ISHARES TR IWR 464287499 $12.0M 0.48% 108,659 SH
33 ISHARES TR SGOV 46436E718 $10.9M 0.44% 108,136 SH
34 SPDR SERIES TRUST SPYD 78468R788 $10.5M 0.42% 219,905 SH
35 GE VERNOVA INC GEV 36828A101 $10.1M 0.41% 8,614 SH
36 VANGUARD INDEX FDS VUG 922908736 $10.1M 0.41% 116,973 SH
37 ALPHABET INC GOOG 02079K107 $10.1M 0.41% 28,022 SH
38 SELECT SECTOR SPDR TR XLK 81369Y803 $10.0M 0.40% 52,470 SH
39 ISHARES TR ITOT 464287150 $10.0M 0.40% 60,621 SH
40 CISCO SYS INC CSCO 17275R102 $9.8M 0.40% 83,516 SH
41 VANECK ETF TRUST SMH 92189F676 $9.5M 0.38% 15,222 SH
42 VANGUARD SPECIALIZED FUNDS VIG 921908844 $9.4M 0.38% 39,561 SH
43 ISHARES TR IVW 464287309 $9.3M 0.38% 67,669 SH
44 FIRST TR EXCHANGE TRAD FD VI FTGC 33739H101 $8.8M 0.35% 324,087 SH
45 VANGUARD BD INDEX FDS BND 921937835 $8.6M 0.35% 117,814 SH
46 TESLA INC TSLA 88160R101 $8.5M 0.34% 20,462 SH
47 SELECT SECTOR SPDR TR XLU 81369Y886 $8.2M 0.33% 181,567 SH
48 ABBVIE INC ABBV 00287Y109 $8.2M 0.33% 32,707 SH
49 AMETEK INC AME 031100100 $8.0M 0.32% 33,008 SH
50 ELI LILLY & CO LLY 532457108 $8.0M 0.32% 6,635 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-12 $2.48B 1,464 0000913760-26-000039
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