Brookmont Capital Management ETF holdings
Dallas, TX
Reported $7.9M in 11 ETFs in its Form 13F for June 30, 2026.
ETF value
$7.9M
ETFs held
11
Change from prior quarter
+4.3%
With price moves
ETFs as a share of its 13F
4.2%
of $186.4M
Top 10 of 11 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $1.3M | 1,774 | +39 shares |
| IJH | iShares Core S&P Mid-Cap ETF | $1.1M | 14,162 | +583 shares |
| AGG | iShares Core U.S. Aggregate Bond ETF | $1.0M | 10,278 | −857 shares |
| IJR | iShares Core S&P Small-Cap ETF | $873K | 5,884 | +178 shares |
| IWF | iShares Russell 1000 Growth ETF | $741K | 5,968 | +3,570 shares |
| EFA | iShares MSCI EAFE ETF | $607K | 5,839 | −588 shares |
| BSV | Vanguard Short-Term Bond ETF | $554K | 7,108 | −1,083 shares |
| VTEB | Vanguard Tax-Exempt Bond ETF | $554K | 10,944 | New position |
| VIG | Vanguard Dividend Appreciation ETF | $500K | 2,113 | −290 shares |
| BIV | Vanguard Intermediate-Term Bond ETF | $405K | 5,284 | −870 shares |
1 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001512978. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Brookmont Capital Management own?
Brookmont Capital Management reported 11 ETF positions worth $7.9M in its Form 13F for June 30, 2026. The largest was IVV, at $1.3M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.