StoneX Group Inc.
CIK 913760 · Holdings on Jun 30, 2024 · First reported Aug 13, 2025
Top ten holdings
Q2 2024- VOO7.40%
- IVV6.01%
- IWD4.33%
- FNDF3.15%
- IWR2.71%
- AAPL2.32%
- NVDA1.76%
- RSP1.69%
- SDVY1.60%
- BUFR1.58%
Share classes counted separately32.55%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SDVYWeight increased · +1.05 pp0.55% → 1.60%Shares +425.27K (+241.82%)
- NFTYWeight increased · +0.58 pp0.03% → 0.61%Shares +119.83K (+2012.23%)
- FTSMWeight decreased · -0.51 pp1.31% → 0.80%Shares -76.35K (-31.20%)
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 | $92.78M | 7.40% | 184.86K shares | 7.81% → 7.40%-0.41 pp +3.60K (+1.98%) | Added | ↗▾ |
| 02 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $75.25M | 6.01% | 137.52K shares | 6.12% → 6.01%-0.11 pp +7.57K (+5.82%) | Added | ↗▾ |
| 03 | IWDISHARES RUSSELL 1000 VALUE ERUS 1000 VAL ETF View history and evidence | $54.25M | 4.33% | 310.95K shares | 4.84% → 4.33%-0.51 pp +9.48K (+3.15%) | Added | ↗▾ |
| 04 | FNDFSCHWAB FNDMN INTL LRG CO ETFFUNDAMENTAL INTL View history and evidence | $39.43M | 3.15% | 1.12M shares | Prior unavailable +1.12M | New | ↗▾ |
| 05 | IWRISHARES RUSSELL MID-CAP ETFRUS MID CAP ETF View history and evidence | $33.93M | 2.71% | 418.47K shares | 2.99% → 2.71%-0.28 pp +22.02K (+5.56%) | Added | ↗▾ |
| 06 | AAPLAPPLE INC View history and evidence | $29.08M | 2.32% | 138.07K shares | 1.92% → 2.32%+0.40 pp +13.04K (+10.43%) | Added | ↗▾ |
| 07 | NVDANVIDIA CORP View history and evidence | $22.03M | 1.76% | 178.32K shares | 1.45% → 1.76%+0.31 pp +160.42K (+896.35%) | Added | ↗▾ |
| 08 | RSPINVESCO S&P 500 EQUAL WEIGHTS&P500 EQL WGT View history and evidence | $21.18M | 1.69% | 128.87K shares | 1.78% → 1.69%-0.09 pp +11.27K (+9.59%) | Added | ↗▾ |
| 09 | SDVYFIRST TRUST SMID CAP RISINGSMID RISNG ETF View history and evidence | $20.07M | 1.60% | 601.13K shares | 0.55% → 1.60%+1.05 pp +425.27K (+241.82%) | Added | ↗▾ |
| 10 | BUFRFT VEST LAD BUFFERVETF-USD IFT VEST LADDERED View history and evidence | $19.74M | 1.58% | 682.56K shares | 1.56% → 1.58%+0.02 pp +61.76K (+9.95%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 125
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| AIA ISHARES ASIA 50 ETF | Non-derivative | -68,800 | -$4.18M | SEC filing ↗ | SEC filing ↗ |
| FXI ISHARES CHINA LARGE-CAP ETF | Non-derivative | -150,000 | -$3.61M | SEC filing ↗ | SEC filing ↗ |
| DEM WISDOMTREE EMERGING MARKETS | Non-derivative | -65,214 | -$2.73M | SEC filing ↗ | SEC filing ↗ |
3 / 125 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 2024-06-30
Data loaded 2026-09-23 · First reported 2025-08-13
Amendments and versions
{
"amendments_merged": [
{
"action": "REPLACE",
"accession": "0000913760-25-000169",
"cover_total": 1039239381,
"filing_date": "2025-08-13",
"claimed_type": "RESTATEMENT",
"confidential": false,
"positions_added": 0,
"positions_restated": 295,
"positions_cancelled": 0
},
{
"action": "MERGE_ADD",
"accession": "0000913760-25-000170",
"cover_total": 213844899,
"filing_date": "2025-08-13",
"claimed_type": "NEW HOLDINGS",
"confidential": false,
"positions_added": 376,
"positions_restated": 0,
"positions_cancelled": 0
}
],
"prior_versions": [
{
"accession": "0000913760-24-000140",
"filing_date": "2024-08-07",
"confidential": false,
"cover_table_value_total_raw": 1020867
}
],
"cover_table_value": 1039239381
}Research all 671 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.