StoneX Group Inc.
CIK 913760 · Holdings on Mar 31, 2024 · First reported Aug 13, 2025
Top ten holdings
Q1 2024- VOO7.81%
- IVV6.12%
- IWD4.84%
- IWR2.99%
- AAPL1.92%
- RSP1.78%
- BUFR1.56%
- NVDA1.45%
- EFA1.40%
- XLV1.40%
Share classes counted separately31.27%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- RSPWeight increased · +1.63 pp0.15% → 1.78%Shares +107.99K (+1123.57%)
- XLKWeight decreased · -1.29 pp2.17% → 0.88%Shares -66.33K (-58.58%)
- VOOWeight decreased · -1.09 pp8.90% → 7.81%Shares -23.67K (-11.55%)
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 | $87.13M | 7.81% | 181.26K shares | 8.90% → 7.81%-1.09 pp -23.67K (-11.55%) | Reduced | ↗▾ |
| 02 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $68.32M | 6.12% | 129.95K shares | 5.89% → 6.12%+0.23 pp +5.85K (+4.71%) | Added | ↗▾ |
| 03 | IWDISHARES RUSSELL 1000 VALUE ERUS 1000 VAL ETF View history and evidence | $53.99M | 4.84% | 301.46K shares | 4.85% → 4.84%-0.01 pp +6.06K (+2.05%) | Added | ↗▾ |
| 04 | IWRISHARES RUSSELL MID-CAP ETFRUS MID CAP ETF View history and evidence | $33.34M | 2.99% | 396.45K shares | 2.84% → 2.99%+0.15 pp +28.22K (+7.66%) | Added | ↗▾ |
| 05 | AAPLAPPLE INC View history and evidence | $21.44M | 1.92% | 125.03K shares | 2.43% → 1.92%-0.51 pp -2.21K (-1.73%) | Reduced | ↗▾ |
| 06 | RSPINVESCO S&P 500 EQUAL WEIGHTS&P500 EQL WGT View history and evidence | $19.92M | 1.78% | 117.60K shares | 0.15% → 1.78%+1.63 pp +107.99K (+1123.57%) | Added | ↗▾ |
| 07 | BUFRFT VEST LAD BUFFERVETF-USD IFT VEST FD OF BU View history and evidence | $17.36M | 1.56% | 620.80K shares | 1.38% → 1.56%+0.18 pp +97.69K (+18.68%) | Added | ↗▾ |
| 08 | NVDANVIDIA CORP View history and evidence | $16.17M | 1.45% | 17.90K shares | 0.95% → 1.45%+0.50 pp -1.38K (-7.13%) | Reduced | ↗▾ |
| 09 | EFAISHARES MSCI EAFE ETFMSCI EAFE ETF View history and evidence | $15.67M | 1.40% | 196.19K shares | 1.30% → 1.40%+0.10 pp +22.47K (+12.94%) | Added | ↗▾ |
| 10 | XLVSS HEALTH CARE SELECT SECTORSBI HEALTHCARE View history and evidence | $15.62M | 1.40% | 105.73K shares | 1.41% → 1.40%-0.01 pp +1.62K (+1.56%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 115
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| 2680812D HAYMAKER ACQUISITION CORP 4 | Non-derivative | -241,065 | -$2.47M | SEC filing ↗ | SEC filing ↗ |
| SMFG SUMITOMO MITSUI-SPONS ADR | Non-derivative | -246,988 | -$2.39M | SEC filing ↗ | SEC filing ↗ |
| G01490138 AI TRANSN ACQUISITION CORP | Non-derivative | -160,131 | -$1.63M | SEC filing ↗ | SEC filing ↗ |
3 / 115 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 2024-03-31
Data loaded 2026-09-23 · First reported 2025-08-13
Amendments and versions
{
"amendments_merged": [
{
"action": "REPLACE",
"accession": "0000913760-25-000167",
"cover_total": 922288432,
"filing_date": "2025-08-13",
"claimed_type": "RESTATEMENT",
"confidential": false,
"positions_added": 0,
"positions_restated": 278,
"positions_cancelled": 0
},
{
"action": "MERGE_ADD",
"accession": "0000913760-25-000168",
"cover_total": 193663444,
"filing_date": "2025-08-13",
"claimed_type": "NEW HOLDINGS",
"confidential": false,
"positions_added": 372,
"positions_restated": 0,
"positions_cancelled": 0
}
],
"prior_versions": [
{
"accession": "0000913760-24-000080",
"filing_date": "2024-05-01",
"confidential": false,
"cover_table_value_total_raw": 914902
}
],
"cover_table_value": 922288432
}Research all 650 reported holdings.
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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.