13F Insight
DOSSIER · 13F-HR · Q3 2025

Stonegate Investment Group, LLC

$4.3B in tracked AUM across 448 positions as of Q3 2025.

SI
CIK 0001904154 · last filed Sep 30, 2025
Total AUM
$4.3B
as of Q3 2025
Holdings
448
—
positions
Whale Score
46
46
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2025

Stonegate Investment Group, LLC filed its latest 13F-HR for Q3 2025. See the latest holdings and position changes below.

Quarter at a glance — Q3 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2025.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$252M991K5.9%02
MSFT
MICROSOFT CORP
$227M437K5.3%03
GOOGL
ALPHABET INC
$203M835K4.7%04
WMT
WALMART INC
$195M1.9M4.5%05
JPM
JPMORGAN CHASE & CO.
$183M579K4.2%06
BRK/B
BERKSHIRE HATHAWAY INC DEL
$148M293K3.4%07
AMZN
AMAZON COM INC
$136M619K3.2%08
CVX
CHEVRON CORP NEW
$123M793K2.9%09
PSX
PHILLIPS 66
$120M884K2.8%10
V
VISA INC
$119M350K2.8%

Filing history

2025Q3Sep 30
$4.3B▲ 8.3%
448 positionsView →2025Q2Jun 30
$4.0B▲ 6.4%
448 positionsLocked2025Q1Mar 31
$3.7B▼ 0.2%
407 positionsLocked2024Q4Dec 31
$3.7B▼ 1.3%
395 positionsLocked2024Q3Sep 30
$3.8B▲ 9.8%
411 positionsLocked2024Q2Jun 30
$3.5B▲ 8.5%
393 positionsLocked2024Q1Mar 31
$3.2B▲ 5.5%
370 positionsLocked2023Q4Dec 31
$3.0B▲ 9.8%
346 positionsLocked2023Q3Sep 30
$2.8B▼ 2.1%
334 positionsLocked2023Q2Jun 30
$2.8B▲ 5.5%
348 positionsLocked2023Q1Mar 31
$2.7B▲ 15.1%
345 positionsLocked2022Q4Dec 31
$2.3B▲ 6.2%
339 positionsLocked
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