13F Filings History of Stonegate Management LLC
- Latest 13F filing
- Q3 2025 - 13 Nov 2025
- Latest reported 13F value
- $0
- Largest 13F holdings
-
SPY RSP ITA JEPI QQQ GOOG VPU KKR ABBV QQQE MSFT ET
+8 more
NVDA APO BSVN V AMZN WMT CI BAC - Form 13F summary
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- Stonegate Management LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Stonegate Management LLC reported 57 equity holdings with a total reported market value of $150,960,828 for Q3 2025. Top reported holdings included SPY, RSP, ITA, JEPI, and QQQ.
- Manager signature
- Anand Acharya - Chief Investment Officer
- Manager location
- Lake Forest, IL
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q3 2025
Latest value
$150,960,828
Quarter delta
+$150,960,828
Accepted
13 Nov 2025, 11:06
Rows shown
1-23 of 23
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 0 | $0 | $0 | $0 | $0 | 13F-HR | 12 Aug 2026, 11:50 | |
| Q1 2026 | 0 | $0 | $0 | $0 | $0 | 13F-HR | 08 May 2026, 14:48 | |
| Q4 2025 | 0 | $0 | $0 | -$150,960,828 | -$150,960,828 | 13F-HR | 12 Feb 2026, 13:52 | |
| Q3 2025 | 57 | $150,960,828 | +$150,960,828 | $0 | +$150,960,828 | SPY, RSP, ITA, JEPI, QQQ | 13F-HR | 13 Nov 2025, 11:06 |
| Q2 2025 | 0 | $0 | $0 | $0 | $0 | 13F-HR | 07 Aug 2025, 15:32 | |
| Q1 2025 | 0 | $0 | $0 | $0 | $0 | 13F-HR | 14 May 2025, 14:18 | |
| Q4 2024 | 0 | $0 | $0 | $0 | $0 | 13F-HR | 12 Feb 2025, 14:16 | |
| Q3 2024 | 0 | $0 | $0 | $0 | $0 | 13F-HR | 12 Nov 2024, 15:44 | |
| Q2 2024 | 0 | $0 | $0 | $0 | $0 | 13F-HR | 13 Aug 2024, 14:33 | |
| Q1 2024 | 0 | $0 | $0 | $0 | $0 | 13F-HR | 08 May 2024, 13:08 | |
| Q4 2023 | 0 | $0 | $0 | $0 | $0 | 13F-HR | 13 Feb 2024, 16:15 | |
| Q3 2023 | 0 | $0 | $0 | $0 | $0 | 13F-HR | 14 Nov 2023, 14:24 | |
| Q2 2023 | 0 | $0 | $0 | $0 | $0 | 13F-HR | 02 Aug 2023, 12:52 | |
| Q1 2023 | 0 | $0 | $0 | $0 | $0 | 13F-HR | 05 May 2023, 14:21 | |
| Q4 2022 | 0 | $0 | $0 | $0 | $0 | 13F-HR | 13 Feb 2023, 11:45 | |
| Q3 2022 | 0 | $0 | $0 | $0 | $0 | 13F-HR | 14 Nov 2022, 12:23 | |
| Q2 2022 | 0 | $0 | $0 | $0 | $0 | 13F-HR | 12 Aug 2022, 11:17 | |
| Q1 2022 | 0 | $0 | $0 | $0 | $0 | 13F-HR | 06 May 2022, 10:54 | |
| Q4 2021 | 0 | $0 | $0 | $0 | $0 | 13F-HR | 11 Feb 2022, 11:49 | |
| Q3 2021 | 0 | $0 | $0 | $0 | $0 | 13F-HR | 08 Nov 2021, 12:16 | |
| Q2 2021 | 0 | $0 | $0 | $0 | $0 | Restatement | 11 Aug 2021, 13:30 | |
| Q1 2021 | 0 | $0 | $0 | $0 | $0 | Restatement | 11 Aug 2021, 13:27 | |
| Q4 2020 | 0 | $0 | $0 | $0 | $0 | Restatement | 11 Aug 2021, 13:20 |