Stonebrook Private Inc. - Portfolio overview

Stonebrook Private Inc. has 250 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SPYM - SPDR SERIES TRUST, 6.57%
2. DYNF - BLACKROCK ETF TRUST, 5.09%
3. SPYV - SPDR SERIES TRUST, 4.74%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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