Arkolith/Funds/Stonebrook Private Inc.

Stonebrook Private Inc.

CIK 2008738
Holdings as of Jun 30, 2026·disclosed Aug 14, 2026·~45-day 13F lag·13F-HR
Active Filer

Stonebrook Private Inc. holds a diversified book of 271 stocks worth $547.7M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Ishrs FLX Eq Act ETF and trimmed Ishrs US E F R A ETF-Usd Inc. Their largest long position is Ste STR SPDR PT S&P 500 ETF at 11% of the equity book. Cloning the disclosed picks since 2025 would be +15% (+18.7%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
58
bought for the first time
Added to
130
already held, bought more
Trimmed
79
sold some, still holds it
Sold out
12
exited the position entirely

Growth of $10,000: cloning the disclosed book

If you'd copied them
+14.7%
+18.7%/yr · since Nov '25
Their reported book
+12.9%
held from quarter-end
S&P 500
+13.0%
same window
$9K$10K$10K$11K$12KNov '25Jan '26Mar '26May '26Jul '26Aug '26
Stonebrook Private Inc. (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 1.8 points over this window.

Growth of $10,000 cloning Stonebrook Private Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
30%
Top 10 holdings
44%
Top 20 holdings
58%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

38% mapped to company sectors

ETF / fund or unclassified
62%
Information Technology
16%
Financials
5%
Consumer Discretionary
5%
Industrials
4%
Health Care
3%
Materials
1%
Energy
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Stonebrook Private Inc.

Manager / fundShared namesTheir $ in those
ENVESTNET ASSET MANAGEMENT INC80 / 80$90.7B
BlackRock, Inc.79 / 80$2.3T
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO79 / 80$22.6B
OSAIC HOLDINGS, INC.79 / 80$17.9B
COMMONWEALTH EQUITY SERVICES, LLC79 / 80$17.7B
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC79 / 80$14.0B
Advisory Services Network, LLC79 / 80$2.0B
MORGAN STANLEY78 / 80$588.6B

Ranked by how many of Stonebrook Private Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

271 positions
#SecurityValueShares% PortLast moveHistory
1SPDR Series Trust
ST STR P500ETF
$61.8M703.2K
11.3%
+66%
Added · +278K sh
2SPDR Series Trust
ST STR P500GRW
$30.0M252.0K
5.5%
+25%
Added · +51K sh
3BlackRock ETF Trust
ISHARES US EQUIT
$29.1M427.2K
5.3%
−1.3%
Reduced · −6K sh
4SPDR Series Trust
ST STR P500VAL
$24.1M397.0K
4.4%
−4.3%
Reduced · −18K sh
5Apple Inc
COM
$19.3M66.6K
3.5%
−2.4%
Reduced · −2K sh
6BlackRock ETF Trust
ISHA IN CTRY ETF
$18.0M492.0K
3.3%
+4.1%
Added · +19K sh
7SPDR Index SHS FDS
ST STR ACWI ETF
$17.8M438.3K
3.3%
+42%
Added · +129K sh
8BlackRock ETF Trust
ISHA U S IND ETF
$14.5M395.6K
2.7%
+1.0%
Added · +4K sh
9Nvidia Corporation
COM
$13.6M68.0K
2.5%
+4.7%
Added · +3K sh
10Ishares TR
FUTU AI TECH ETF
$11.6M151.9K
2.1%
−25%
Reduced · −50K sh
11Microsoft Corp
COM
$10.9M29.1K
2.0%
−3.0%
Reduced · −900 sh
12Invesco Exch Traded FD TR II
S&P 500 MOMNTM
$10.4M64.5K
1.9%
−28%
Reduced · −25K sh
13Global X FDS
DEFENSE TECH ETF
$9.2M153.6K
1.7%
+33%
Added · +38K sh
14Amazon Com Inc
COM
$9.1M38.1K
1.7%
+2.2%
Added · +819 sh
15Broadcom Inc
COM
$7.6M20.2K
1.4%
+0.3%
Added · +72 sh
16BlackRock ETF Trust
ISHA US THEM ETF
$7.3M168.8K
1.3%
−37%
Reduced · −100K sh
17American Centy ETF TR
AVANTIS EMGMKT
$7.2M74.8K
1.3%
−31%
Reduced · −34K sh
18Ishares TR
EAFE VALUE ETF
$5.5M71.7K
1.0%
−64%
Reduced · −126K sh
19Ishares Inc
CORE MSCI EMKT
$5.5M66.1K
1.0%
−5.7%
Reduced · −4K sh
20JPMorgan Chase & Co
COM
$5.3M16.0K
1.0%
−4.6%
Reduced · −767 sh
21Illinois Tool WKS Inc
COM
$5.1M19.0K
0.9%
+0.7%
Added · +136 sh
22Amplify ETF TR
CWP ENHANCED DIV
$5.1M112.3K
0.9%
−0.2%
Reduced · −235 sh
23Alphabet Inc
CAP STK CL A
$4.9M13.8K
0.9%
+6.3%
Added · +822 sh
24Micron Technology Inc
COM
$4.4M3.8K
0.8%
+9.4%
Added · +329 sh
25Walmart Inc
COM
$4.3M37.9K
0.8%
−1.9%
Reduced · −727 sh
26Select Sector SPDR TR
ST STR TECHN ETF
$4.2M22.2K
0.8%
−11%
Reduced · −3K sh
27Ishares TR
MSCI USA QLT FCT
$4.2M19.2K
0.8%
−72%
Reduced · −49K sh
28Alphabet Inc
CAP STK CL C
$4.2M11.8K
0.8%
+2.9%
Added · +336 sh
29Expeditors Intl Wash Inc
COM
$4.1M25.3K
0.8%
−1.4%
Reduced · −347 sh
30Grayscale Bitcoin Mini TR Et
SHS NEW
$4.0M154.3K
0.7%
+3.0%
Added · +4K sh
31Eli Lilly & Co
COM
$3.9M3.2K
0.7%
+2.6%
Added · +81 sh
32Johnson & Johnson
COM
$3.6M14.3K
0.7%
−0.4%
Reduced · −54 sh
33Ishares TR
IBONDS DEC 29
$3.4M144.7K
0.6%
+2.1%
Added · +3K sh
34Ishares TR
IBONDS DEC2026
$3.4M138.3K
0.6%
+1.7%
Added · +2K sh
35Ishares TR
IBDS DEC28 ETF
$3.3M132.5K
0.6%
+1.8%
Added · +2K sh
36Ishares TR
IBONDS 27 ETF
$3.3M138.0K
0.6%
+1.9%
Added · +3K sh
37Ishares TR
IBONDS DEC 2030
$3.3M153.2K
0.6%
+2.1%
Added · +3K sh
38Fidelity Covington Trust
MSCI INFO TECH I
$2.8M10.0K
0.5%
+5.3%
Added · +502 sh
39Tesla Inc
COM
$2.8M6.7K
0.5%
+9.7%
Added · +589 sh
40Marathon Pete Corp
COM
$2.8M10.8K
0.5%
+0.2%
Added · +18 sh
41McDonalds Corp
COM
$2.7M9.8K
0.5%
−2.6%
Reduced · −259 sh
42Analog Devices Inc
COM
$2.6M6.7K
0.5%
−0.2%
Reduced · −11 sh
43Eaton Corp PLC
SHS
$2.6M6.1K
0.5%
−6.4%
Reduced · −420 sh
44State STR SPDR S&P 500 ETF T
TR UNIT
$2.5M3.4K
0.5%
+15%
Added · +440 sh
45Meta Platforms Inc
CL A
$2.5M4.4K
0.4%
−2.1%
Reduced · −94 sh
46Ishares TR
IBONDS DEC 2031
$2.4M117.5K
0.4%
+1.4%
Added · +2K sh
47Ishares TR
IBONDS DEC 2034
$2.4M93.5K
0.4%
+1.6%
Added · +1K sh
48Ishares TR
IBONDS DEC 2033
$2.4M94.3K
0.4%
+1.4%
Added · +1K sh
49Ishares TR
IBONDS DEC 2032
$2.4M96.3K
0.4%
+1.4%
Added · +1K sh
50Ishares TR
EAFE GRWTH ETF
$2.4M19.5K
0.4%
−0.6%
Reduced · −111 sh
Showing 50 of 271 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 14, 2026271$547.7M13F-HR
Q1 2026Mar 31, 2026May 11, 2026225$469.6M13F-HR
Q4 2025Dec 31, 2025Feb 11, 2026209$477.7M13F-HR
Q3 2025Sep 30, 2025Nov 10, 2025208$462.9M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.