Brookstone Capital Management
Annual return '25
+1.4%
SPY '25
+17.7%
Alpha
-16.3ptsvs SPY
Invested
$8.7B
Holdings
1,202
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VTV
VANGUARD INDEX FDS
Q1 2026: Exited (was 1.04M shares)
2.4%
02
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: Sold 98.9% (86.0k → 928 shares)
2.2%
03
$VUG
VANGUARD INDEX FDS
Q1 2026: Exited (was 409.4k shares)
2.1%
04
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 82.7% (933.1k → 161.5k shares)
1.8%
05
$NDQ
INVESCO QQQ TR
Q1 2026: Exited (was 495.8k shares)
1.7%
06
$AAPL
APPLE INC
Q1 2026: Sold 94.3% (564.5k → 32.1k shares)
1.6%
07
$IVV
ISHARES TR
Q1 2026: Sold 99.1% (176.7k → 1.6k shares)
1.4%
08
$SPHD
INVESCO EXCH TRADED FD TR II
Q1 2026: Exited (was 118.9k shares)
1.2%
09
$AMZN
AMAZON COM INC
Q1 2026: Sold 91.4% (512.3k → 43.9k shares)
1.2%
10
$BAMG
NORTHERN LTS FD TR IV
Q1 2026: Exited (was 3.16M shares)
1.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:28 UTC.