Brookstone Capital Management
Brookstone Capital Management is an independent, SEC-registered investment adviser headquartered in Wheaton, Illinois. Founded in 2006, the firm specializes in providing comprehensive financial planning and investment management services to individual investors, families, and institutions. As of October 2025, Brookstone manages over $8–10 billion in assets and employs nearly 400 professionals, with a strong emphasis on advisor partnerships and client-focused solutions.
Investment Strategy
Brookstone Capital Management employs a tactical asset allocation approach, constructing portfolios that are diversified among equities, mutual funds, and ETFs. The firm focuses on risk-managed solutions, aiming to preserve and grow clients' wealth through active management and strategic asset allocation. Portfolios are tailored for client objectives, often using third-party asset managers and a variety of alternative and traditional investments.
Top Holdings
Equity Positions (1,084)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Q QQQ | INVESCO QQQ TR | 3.22% | $269.8M | 449,413 | $413.20 | $600.37 | +$23.6M |
S SPY | SPDR S&P 500 ETF TR | 2.83% | $237.1M | 355,918 | $331.14 | $666.18 | +$18.6M |
V VUG | VANGUARD INDEX FDS | 2.30% | $192.6M | 401,576 | $294.65 | $479.61 | +$23.3M |
V VTV | VANGUARD INDEX FDS | 2.15% | $179.9M | 964,897 | $146.60 | $186.49 | +$19.6M |
N NVDA | NVIDIA CORPORATION | 2.06% | $172.3M | 923,681 | $41.45 | $186.58 | +$25.6M |