13F Insight
DOSSIER · 13F-HR · Q1 2026

Brookstone Capital Management

Brookstone's family office based in Boston, MA — $8.7B in tracked AUM across 1,204 positions as of Q1 2026.

B
Brookstone·Boston, MA·Family Office
CIK 0001599584 · last filed Mar 31, 2026
Total AUM
$8.7B
▼ 11.0%
vs prior
Holdings
1,204
—
positions
Whale Score
51
51
tracked
Activity
—
no data
changes this Q
Top sector
Tech
4% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of Brookstone Capital Management 13F Filing
Portfolio Overview

Brookstone Capital Management reported a total portfolio value of $8.74 billion as of December 31, 2025, representing a modest increase of +4.3% from the previous quarter's $8.38 billion. The portfolio is highly diversified, comprising 1,163 individual holdings. The firm’s strategy appears to be a "core and satellite" approach, heavily reliant on broad-market and factor-based ETFs for core exp...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VTV
VANGUARD INDEX FDS
$210M1.1M2.4%
02
SPY
STATE STR SPDR S&P 500 ETF T
$188M324K2.2%
03
VUG
VANGUARD INDEX FDS
$186M427K2.1%
04
NVDA
NVIDIA CORPORATION
$157M902K1.8%
05
QQQ
INVESCO QQQ TR
$153M265K1.7%
06
AAPL
APPLE INC
$141M555K1.6%
07
IVV
ISHARES TR
$126M193K1.4%
08
SPHD
INVESCO EXCH TRADED FD TR II
$105M2.1M1.2%
09
AMZN
AMAZON COM INC
$104M499K1.2%
10
66537J606
NORTHERN LTS FD TR IV
$101M2.8M1.2%

Filing history

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