StoneX Group Inc.
CIK 913760 · Holdings on Sep 30, 2023 · First reported Aug 13, 2025
Top ten holdings
Q3 2023- VOO6.73%
- IVV6.14%
- IWD4.74%
- IWR2.54%
- VB2.28%
- AAPL2.12%
- FTSM1.77%
- EFA1.74%
- QQQ1.74%
- XLK1.69%
Share classes counted separately31.49%
Portfolio value by quarter
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 | $62.23M | 6.73% | 157.87K shares | — | ↗▾ | |
| 02 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $56.75M | 6.14% | 131.54K shares | — | ↗▾ | |
| 03 | IWDISHARES RUSSELL 1000 VALUE ERUS 1000 VAL ETF View history and evidence | $43.82M | 4.74% | 286.78K shares | — | ↗▾ | |
| 04 | IWRISHARES RUSSELL MID-CAP ETFRUS MID CAP ETF View history and evidence | $23.45M | 2.54% | 337.05K shares | — | ↗▾ | |
| 05 | VBVANGUARD MOST SM-CAP ETF-USDSMALL CP ETF View history and evidence | $21.05M | 2.28% | 111.31K shares | — | ↗▾ | |
| 06 | AAPLAPPLE INC View history and evidence | $19.55M | 2.12% | 114.19K shares | — | ↗▾ | |
| 07 | FTSMFIRST TRUST ENH SHORT MAT FDFIRST TR ENH NEW View history and evidence | $16.38M | 1.77% | 274.54K shares | — | ↗▾ | |
| 08 | EFAISHARES MSCI EAFE ETFMSCI EAFE ETF View history and evidence | $16.11M | 1.74% | 233.76K shares | — | ↗▾ | |
| 09 | QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | $16.10M | 1.74% | 44.90K shares | — | ↗▾ | |
| 10 | XLKSS TECHNOLOGY SELECT SECTORTECHNOLOGY View history and evidence | $15.65M | 1.69% | 95.45K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 134
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| GXC STATE STREET SPDR S&P CHINA | Non-derivative | — | — | SEC filing ↗ | |
| VPL VANGUARD FTSE PACIFIC ETF | Non-derivative | — | — | SEC filing ↗ | |
| AAXJ ISHARES MSCI ALL COUNTRY ASI | Non-derivative | — | — | SEC filing ↗ |
3 / 134 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 2023-09-30
Data loaded 2026-09-23 · First reported 2025-08-13
Amendments and versions
{
"amendments_merged": [
{
"action": "REPLACE",
"accession": "0000913760-25-000163",
"cover_total": 743338613,
"filing_date": "2025-08-13",
"claimed_type": "RESTATEMENT",
"confidential": false,
"positions_added": 0,
"positions_restated": 254,
"positions_cancelled": 0
},
{
"action": "MERGE_ADD",
"accession": "0000913760-25-000164",
"cover_total": 180833921,
"filing_date": "2025-08-13",
"claimed_type": "NEW HOLDINGS",
"confidential": false,
"positions_added": 400,
"positions_restated": 0,
"positions_cancelled": 0
}
],
"prior_versions": [
{
"accession": "0000913760-23-000150",
"filing_date": "2023-11-15",
"confidential": false,
"cover_table_value_total_raw": 728414
}
],
"cover_table_value": 743338613
}Research all 654 reported holdings.
This page includes 30 of 654 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.
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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.