StoneX Group Inc.
CIK 913760 · Holdings on Mar 31, 2026 · First reported May 14, 2026
Top ten holdings
Q1 2026- VOO6.43%
- IVV5.57%
- IWD4.13%
- FNDF3.98%
- JBND2.34%
- VFLO2.25%
- IWF1.98%
- AAPL1.80%
- EFA1.79%
- NVDA1.79%
Share classes counted separately32.06%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- FNDFWeight increased · +1.34 pp2.64% → 3.98%Shares +166.77K (+12.41%)
- NLRWeight increased · +1.12 pp0.03% → 1.15%Shares +154.19K (+2389.01%)
- VOOWeight increased · +1.01 pp5.42% → 6.43%Shares +560 (+0.28%)
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 | $119.43M | 6.43% | 199.89K shares | 5.42% → 6.43%+1.01 pp +560 (+0.28%) | Added | ↗▾ |
| 02 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $103.46M | 5.57% | 158.39K shares | 5.74% → 5.57%-0.17 pp -34.59K (-17.92%) | Reduced | ↗▾ |
| 03 | IWDISHARES RUSSELL 1000 VALUE ERUS 1000 VAL ETF View history and evidence | $76.72M | 4.13% | 359.07K shares | 3.26% → 4.13%+0.87 pp +1.56K (+0.44%) | Added | ↗▾ |
| 04 | FNDFSCHWAB FNDMN INTL LRG CO ETFFUNDAMENTAL INTL View history and evidence | $73.94M | 3.98% | 1.51M shares | 2.64% → 3.98%+1.34 pp +166.77K (+12.41%) | Added | ↗▾ |
| 05 | JBNDJPMORGAN ACTIVE BOND ETFACTIVE BOND ETF View history and evidence | $43.41M | 2.34% | 807.30K shares | 2.26% → 2.34%+0.08 pp -150.23K (-15.69%) | Reduced | ↗▾ |
| 06 | VFLOVICTORYSHARES FREE CASH FLOWSHARES FREE CASH View history and evidence | $41.72M | 2.25% | 1.06M shares | 1.81% → 2.25%+0.44 pp -456 (-0.04%) | Reduced | ↗▾ |
| 07 | IWFISHARES RUSSELL 1000 GROWTHRUS 1000 GRW ETF View history and evidence | $36.79M | 1.98% | 86.29K shares | 1.76% → 1.98%+0.22 pp +687 (+0.80%) | Added | ↗▾ |
| 08 | AAPLAPPLE INC View history and evidence | $33.43M | 1.80% | 131.73K shares | 2.14% → 1.80%-0.34 pp -49.31K (-27.24%) | Reduced | ↗▾ |
| 09 | EFAISHARES MSCI EAFE ETFMSCI EAFE ETF View history and evidence | $33.34M | 1.79% | 343.23K shares | 1.45% → 1.79%+0.34 pp -5.09K (-1.46%) | Reduced | ↗▾ |
| 10 | NVDANVIDIA CORP View history and evidence | $33.34M | 1.79% | 191.22K shares | 2.12% → 1.79%-0.33 pp -70.46K (-26.93%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 419
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| GLDM SPDR GOLD MINISHARES TRUST | Non-derivative | -124,169 | -$10.66M | SEC filing ↗ | SEC filing ↗ |
| CGDV CAP GROUP DIVIDEND VALUE | Non-derivative | -218,453 | -$9.59M | SEC filing ↗ | SEC filing ↗ |
| FENI FIDELITY ENHANCED INTL ETF | Non-derivative | -200,321 | -$7.37M | SEC filing ↗ | SEC filing ↗ |
3 / 419 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 2026-03-31
Data loaded 2026-09-23 · First reported 2026-05-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 1857831976
}Research all 917 reported holdings.
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