Brookstone Capital Management has reported its investment holdings in a recent filing, indicating a robust total of over $10 billion in assets under management as of September 30, 2026. This significant figure underscores the company’s strategic positioning within the financial services sector.
The filing, which was submitted on October 22, 2026, highlights Brookstone's investment strategies and asset allocation, providing insights into its market presence. The company’s Chief Compliance Officer, Matt Lovett, signed the document, reinforcing its credibility.
Background
Brookstone Capital Management, incorporated in Illinois, operates within the financial services industry. The company has been actively filing with the SEC, with its recent filings including a 13F-HR on October 22, 2026, which details its holdings as of the end of September 2026.
What the Filing Says
The filing states that Brookstone Capital Management has a total of 1,316 holdings valued at approximately $10,135,666,442. This figure reflects the company’s substantial investments across various sectors, showcasing its diverse portfolio.
Impact
This update may affect various stakeholders, including investors, analysts, and competitors in the financial services sector. By revealing its asset management strategies, Brookstone provides valuable insights that could influence market perceptions and competitive strategies.
What's Next
The filing does not say what happens next.
Read Next
BridgePort Financial Solutions reports Q3 investment holdings
Eagle Global Advisors reports $3 billion in assets in 13F-HR
Once Capital Management reveals latest 13F-HR holdings
Spurstone Advisory Services discloses Q3 investment holdings
Dreyfus Fund Unveils New Prospectus for On-Chain Liquidity Fund
Sentinel Pension Advisors reports $800.8M in holdings










