StoneX Group Inc.
CIK 913760 · Holdings on Jun 30, 2026 · First reported Aug 12, 2026
Top ten holdings
Q2 2026- VOO5.60%
- IVV4.76%
- IWD3.56%
- FNDF3.38%
- JBND2.23%
- QQQ1.99%
- VFLO1.96%
- NVDA1.77%
- AAPL1.66%
- IWF1.63%
Share classes counted separately28.54%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VOOWeight decreased · -0.83 pp6.43% → 5.60%Shares +2.36K (+1.18%)
- IVVWeight decreased · -0.81 pp5.57% → 4.76%Shares -688 (-0.43%)
- SPYWeight increased · +0.73 pp0.82% → 1.55%Shares +28.09K (+119.85%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $138.90M | 5.60% | 202.25K shares | 6.43% → 5.60%-0.83 pp +2.36K (+1.18%) | Added | ↗▾ |
| 02 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $118.10M | 4.76% | 157.70K shares | 5.57% → 4.76%-0.81 pp -688 (-0.43%) | Reduced | ↗▾ |
| 03 | IWDISHARES RUSSELL 1000 VALUE ERUS 1000 VAL ETF View history and evidence | $88.38M | 3.56% | 364.57K shares | 4.13% → 3.56%-0.57 pp +5.51K (+1.53%) | Added | ↗▾ |
| 04 | FNDFSCHWAB FNDMN INTL LRG CO ETFFUNDAMENTAL INTL View history and evidence | $83.89M | 3.38% | 1.59M shares | 3.98% → 3.38%-0.60 pp +78.98K (+5.23%) | Added | ↗▾ |
| 05 | JBNDJPMORGAN ACTIVE BOND ETFACTIVE BOND ETF View history and evidence | $55.26M | 2.23% | 1.03M shares | 2.34% → 2.23%-0.11 pp +225.61K (+27.95%) | Added | ↗▾ |
| 06 | QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | $49.44M | 1.99% | 68.47K shares | 1.71% → 1.99%+0.28 pp +13.35K (+24.21%) | Added | ↗▾ |
| 07 | VFLOVICTORYSHARES FREE CASH FLOWSHS FR CA FL ETF View history and evidence | $48.75M | 1.96% | 1.07M shares | 2.25% → 1.96%-0.29 pp +8.68K (+0.82%) | Added | ↗▾ |
| 08 | NVDANVIDIA CORP View history and evidence | $43.85M | 1.77% | 219.14K shares | 1.79% → 1.77%-0.02 pp +27.92K (+14.60%) | Added | ↗▾ |
| 09 | AAPLAPPLE INC View history and evidence | $41.30M | 1.66% | 142.74K shares | 1.80% → 1.66%-0.14 pp +11.01K (+8.36%) | Added | ↗▾ |
| 10 | IWFISHARES RUSSELL 1000 GROWTHRUS 1000 GRW ETF View history and evidence | $40.50M | 1.63% | 326.13K shares | 1.98% → 1.63%-0.35 pp +239.84K (+277.94%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 172
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SHV ISHARES 0-1 YEAR TREASURY BO | Non-derivative | -90,099 | -$9.95M | SEC filing ↗ | SEC filing ↗ |
| QQQP TRADR 2X LONG INNOVATION 100 | Non-derivative | -23,751 | -$3.60M | SEC filing ↗ | SEC filing ↗ |
| GSEE GOLDMAN SACHS MARKETBETA EME | Non-derivative | -54,366 | -$3.18M | SEC filing ↗ | SEC filing ↗ |
3 / 172 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 913760 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-12
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 2481291772
}Research all 1,464 reported holdings.
This page includes 30 of 1,464 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 1,464 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"913760","quarter":"2026Q2","page_size":100}
get_institutional_manager_history
{"cik":"913760","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.