DOSSIER · 13F-HR · Q1 2026

Stonebrook Private Inc.

Stonebrook Private's family office based in Omaha, NE $470M in tracked AUM across 225 positions as of Q1 2026.

SP
Stonebrook Private·Omaha, NE·Family Office
CIK 0002008738 · last filed Mar 31, 2026
Total AUM
$470M
12.3%
vs prior
Holdings
225
positions
Whale Score
48
48
tracked
Activity
no data
changes this Q
Top sector
Tech
38% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Stonebrook Private Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

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
SPYM
SPDR SERIES TRUST
$33M425K6.9%
02
DYNF
BLACKROCK ETF TRUST
$25M433K5.4%
03
SPYV
SPDR SERIES TRUST
$23M415K5.0%
04
SPYG
SPDR SERIES TRUST
$20M201K4.2%
05
AAPL
APPLE INC
$17M68K3.7%
06
CORO
BLACKROCK ETF TRUST
$15M473K3.2%
07
EFV
ISHARES TR
$15M198K3.1%
08
QUAL
ISHARES TR
$13M68K2.8%
09
INRO
BLACKROCK ETF TRUST
$12M392K2.6%
10
NVDA
NVIDIA CORPORATION
$11M65K2.4%

Filing history

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