Filer Snapshot

Brookstone Capital Management

CIK 0001599584. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

150

Latest filing

02 Jul 2026

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q1 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

Open 13F portfolio Save page

Latest 13F portfolio

$8.75B

1,203 holdings for Q1 2026

Open portfolio

Largest parsed holding

VTV

$209.86M reported value

Open holding

13D/G large stake

UJUN

30 Jun 2026 · 32% ownership

Open 13D/G

Save this filer page

Create a free account to keep this page in your watchlists. After verification, we will save it automatically and open your saved research list.

Create free account and save this filer Already have an account? Sign in and save it
Source: SEC Schedule 13D/G

SCHEDULE 13G/A filed on 02 Jul 2026 for CIK 0001599584.

View source filing
Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Parsed SEC ownership signals

Parsed SEC ownership coverage

These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.

13F portfolio$8.75B

Quarterly institutional holdings reported on Form 13F; not total AUM.

Latest reported 13F value

13F
$8.75B

Reported market value from the latest parsed Form 13F information table; this is not total assets under management.

Source: SEC Form 13FScope: U.S.-listed equity holdings

Largest 13F holdings

13F
VTV VUG SPY NVDA QQQ
+15 moreAAPL IVV SPHD AMZN BAMG IEFA AGG BAMV BAMD VOO MSFT USMV IEMG UDEC VIG

Largest symbols in the latest parsed Form 13F information table.

Freshness: Latest parsed 13F period

Largest 13F holdings

Largest symbols in the latest parsed Form 13F information table.

VTV VUG SPY NVDA QQQ AAPL IVV SPHD
+12 moreAMZN BAMG IEFA AGG BAMV BAMD VOO MSFT USMV IEMG UDEC VIG

Largest active 13G stakes

Passive or institutional large-stake positions disclosed in parsed Schedule 13G filings.

UDEC UAUG UJAN UOCT UNOV UFEB
+14 moreUSEP UJUL UJUN UAPR UMAR UMAY PNOV BJUN BJAN BMAY POCT BFEB BDEC BOCT
How to read these SEC ownership signals
  • Read each filing family separately: Form 13F, Schedules 13D/G, and Forms 3/4/5 answer different SEC disclosure questions and should not be blended into one ownership total.
  • Use 13F values for visible U.S.-listed equity portfolios, 13D/G rows for large beneficial-owner stakes, and Forms 3/4/5 rows for reporting-owner positions and transactions.
  • Open the linked research path when you need the filing, CIK, issuer, CUSIP, date, or source trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
1745 South Naperville Road, Suite 200, Wheaton, IL, 60189
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 2 profile fields available
Incorporated in
IL
Fiscal year end
31 December

Filer intelligence

What SEC filings say about Brookstone Capital Management

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Open 13F portfolio Save filer

Quick read

  • Latest parsed 13F shows $8.75B across 1,203 reported holdings for Q1 2026.
  • Largest parsed 13F holding: VTV at $209.86M.
  • 5 recent 13D/G stake rows found; top row is UJUN at 32% ownership.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 1,203 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes 5 rows

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

Open

Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 16 Apr 2026

Top 5 concentration

10%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$892.76M

Compared with $8.75B total 13F value.

Top 5 net change

-$176.69M

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: SPHD · Largest trim: QQQ

VTV VUG SPY NVDA QQQ Other holdings

VTV

2.4%

Vanguard Index Fds

$209.86M

VUG

2.1%

Vanguard Index Fds

$186.48M

SPY

2.1%

State Str Spdr S&P 500 Etf T

$186.04M

NVDA

1.8%

Nvidia Corporation

$157.31M

QQQ

1.7%

Invesco Qqq Tr

$153.07M

13D/G large-stake context

UJUN

30 Jun 2026 · Innovator U.S. Equity Ultra Buffer ETF - June

32%
Issuer page 13D/G history

BJUN

30 Jun 2026 · Innovator U.S. Equity Buffer ETF - June

16%
Issuer page 13D/G history

UDEC

30 Jun 2026 · Innovator U.S. Equity Ultra Buffer ETF - December

5.3%
Issuer page 13D/G history

BDEC

30 Jun 2026 · Innovator U.S. Equity Buffer ETF - December

2.1%
Issuer page 13D/G history

Latest update

What changed recently for Brookstone Capital Management

New filing available

Latest Schedule 13D/G period: 30 Jun 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

02 Jul 2026

Page type

Filer profile

Latest period

30 Jun 2026

Schedule 13D/G context is visible from filings filed on 02 Jul 2026.

Open filer profile Browse recent public updates

Benchmark Context

Benchmark context for this company

Brookstone Capital Management has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest Schedule 13D/G period: 30 Jun 2026. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

Open company facts Browse metric rankings

SEC filing record

CIK 0001599584 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
150
First seen
10 Feb 2014
Latest filing
02 Jul 2026
Entity
Company

Observed form types

13F-HR SCHEDULE 13G SCHEDULE 13G/A

CIK-linked evidence first

Brookstone Capital Management SEC filings Brookstone Capital Management 13F portfolio Brookstone Capital Management 13D/G history Open SEC filing index

Latest Filings

Showing the latest 12 of 150 SEC filings for Brookstone Capital Management.

Open full filing history
SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
02 Jul 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
02 Jul 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
SCHEDULE 13G

SCHEDULE 13G filing

Filing date
02 Jul 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
02 Jul 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
02 Jul 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
SCHEDULE 13G

SCHEDULE 13G filing

Filing date
02 Jul 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
SCHEDULE 13G

SCHEDULE 13G filing

Filing date
03 Jun 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
SCHEDULE 13G

SCHEDULE 13G filing

Filing date
03 Jun 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
03 Jun 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
03 Jun 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
SCHEDULE 13G

SCHEDULE 13G filing

Filing date
03 Jun 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
04 May 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Manage preferences to update or revoke optional consent for future visits. For more information, see our Privacy Policy .