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

151

Latest filing

15 Jul 2026

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q2 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Latest 13F portfolio

$9.96B

1,305 holdings for Q2 2026

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Largest parsed holding

VTV

$247.27M reported value

Open holding

13D/G large stake

UJUN

30 Jun 2026 · 32% ownership

Open 13D/G

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Source: SEC Form 13F

13F-HR filed on 15 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$9.96B

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

Latest reported 13F value

13F
$9.96B

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 QQQ NVDA
+15 moreAAPL IVV AMZN BAMG VOO SPHD MSFT AGG BAMV IEFA IEMG GOOGL BAMD VIG VEA

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 QQQ NVDA AAPL IVV AMZN
+12 moreBAMG VOO SPHD MSFT AGG BAMV IEFA IEMG GOOGL BAMD VIG VEA

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 $9.96B across 1,305 reported holdings for Q2 2026.
  • Largest parsed 13F holding: VTV at $247.27M.
  • 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 1,305 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.

Q2 2026 - 15 Jul 2026

Top 5 concentration

11%

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

Top 5 reported value

$1.09B

Compared with $9.96B total 13F value.

Top 5 net change

+$232.9M

Position-value change inside the visible top holdings only.

13F concentration map

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

Largest add: VUG · Largest trim: UOCT

VTV VUG SPY QQQ NVDA Other holdings

VTV

2.5%

Vanguard Index Fds

$247.27M

VUG

2.3%

Vanguard Index Fds

$228.73M

SPY

2.1%

State Str Spdr S&P 500 Etf T

$210.21M

QQQ

2.1%

Invesco Qqq Tr

$209.64M

NVDA

2%

Nvidia Corporation

$196.35M

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 13F period: Q2 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

15 Jul 2026

Page type

Filer profile

Latest period

Q2 2026

Institutional portfolio context was refreshed from a 13F filing filed on 15 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

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Why this is notable

Latest 13F period: Q2 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.

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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
151
First seen
10 Feb 2014
Latest filing
15 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 151 SEC filings for Brookstone Capital Management.

Open full filing history
13F-HR

13F-HR filing

Filing date
15 Jul 2026
Reporting date
30 Jun 2026
SEC evidence
Open document Open filing
Next action
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

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

SCHEDULE 13G/A filing

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

SCHEDULE 13G filing

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

SCHEDULE 13G/A filing

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

SCHEDULE 13G/A filing

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

SCHEDULE 13G filing

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

SCHEDULE 13G filing

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

SCHEDULE 13G filing

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

SCHEDULE 13G/A filing

Filing date
03 Jun 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
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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
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