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STACKSTONE WEALTH, LLC Portfolio holdings
AUM
$1.01B
This Fund
S&P 500
This Quarter Est. Return
+1.1%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.01B
AUM Growth
–
Cap. Flow
+$1.03B
Cap. Flow % of AUM
Cap. Flow %
101.59%
Top 10 Holdings %
Top 10 Hldgs %
22.67%
Holding
323
New
323
Increased
–
Reduced
–
Closed
–
Avg Time Held
0
years
Top 10 Avg Time Held
0
years
Top 20 Avg Time Held
0
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$41.4M |
| 2 |
SPDR Gold Trust
GLD
|
+$25.7M |
| 3 |
NVIDIA
NVDA
|
+$25.3M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$23.7M |
| 5 |
Broadcom
AVGO
|
+$23.1M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 24.68% |
| 2 | Technology | 21.35% |
| 3 | Financials | 10.64% |
| 4 | Industrials | 7.98% |
| 5 | Communication Services | 7.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
1
Microsoft
MSFT
$3.96T
| $45.9M | 4.52% |
+89,501
| New | +$41.4M |
2026 Q3
0 quarters
|
|
|
2
NVIDIA
NVDA
$5.24T
| $27M | 2.66% |
+118,047
| New | +$25.3M |
2026 Q3
0 quarters
|
|
|
3
SPDR Gold Trust
GLD
$140B
| $25M | 2.46% |
+65,648
| New | +$25.7M |
2026 Q3
0 quarters
|
|
|
4
Alphabet (Google) Class A
GOOGL
$4.21T
| $23.5M | 2.31% |
+68,261
| New | +$23.7M |
2026 Q3
0 quarters
|
|
|
5
Broadcom
AVGO
$1.6T
| $21.6M | 2.13% |
+61,430
| New | +$23.1M |
2026 Q3
0 quarters
|
|
6
Invesco S&P 500 Quality ETF
SPHQ
$18.8B
| $18.7M | 1.84% |
+222,226
| New | +$19M |
2026 Q3
0 quarters
|
|
7
State Street SPDR S&P 1500 Value Tilt ETF
VLU
$778M
| $17.3M | 1.71% |
+72,513
| New | +$17.7M |
2026 Q3
0 quarters
|
|
8
AT&T
T
$159B
| $17.1M | 1.68% |
+699,016
| New | +$16.9M |
2026 Q3
0 quarters
|
|
9
Chevron
CVX
$440B
| $17M | 1.68% |
+83,267
| New | +$16.4M |
2026 Q3
0 quarters
|
|
10
ExxonMobil
XOM
$733B
| $17M | 1.67% |
+104,257
| New | +$16.3M |
2026 Q3
0 quarters
|
|
11
Walmart Inc
WMT
$942B
| $16.9M | 1.66% |
+162,365
| New | +$17.8M |
2026 Q3
0 quarters
|
|
12
Southern Copper
SCCO
$170B
| $16.6M | 1.63% |
+81,776
| New | +$15.6M |
2026 Q3
0 quarters
|
|
13
Deere & Co
DE
$169B
| $15.9M | 1.57% |
+23,747
| New | +$15.1M |
2026 Q3
0 quarters
|
|
14
Johnson & Johnson
JNJ
$612B
| $15.9M | 1.57% |
+60,082
| New | +$15.9M |
2026 Q3
0 quarters
|
|
15
Verizon
VZ
$183B
| $15.6M | 1.53% |
+339,117
| New | +$16M |
2026 Q3
0 quarters
|
|
16
TSMC
TSM
$2.18T
| $14M | 1.38% |
+30,697
| New | +$13M |
2026 Q3
0 quarters
|
|
17
Constellation Energy
CEG
$93.3B
| $13.6M | 1.34% |
+53,417
| New | +$14.3M |
2026 Q3
0 quarters
|
|
18
Southern Company
SO
$103B
| $13.5M | 1.33% |
+162,642
| New | +$14.8M |
2026 Q3
0 quarters
|
|
19
Corning
GLW
$114B
| $13.3M | 1.31% |
+86,249
| New | +$13.7M |
2026 Q3
0 quarters
|
|
20
State Street SPDR S&P 500 ETF Trust
SPY
$817B
| $12.9M | 1.27% |
+16,960
| New | +$12.9M |
2026 Q3
0 quarters
|
|
21
IBM
IBM
$223B
| $12.7M | 1.25% |
+57,733
| New | +$13.7M |
2026 Q3
0 quarters
|
|
22
Vanguard Morningstar Mega Cap ETF
MGC
$10.3B
| $11.6M | 1.14% |
+41,102
| New | +$11.5M |
2026 Q3
0 quarters
|
|
23
JPMorgan Chase
JPM
$886B
| $11.6M | 1.14% |
+35,044
| New | +$12.3M |
2026 Q3
0 quarters
|
|
24
Goldman Sachs
GS
$255B
| $11M | 1.09% |
+12,232
| New | +$12.5M |
2026 Q3
0 quarters
|
|
25
NextEra Energy
NEE
$163B
| $10.8M | 1.06% |
+142,450
| New | +$12M |
2026 Q3
0 quarters
|
|
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STACKSTONE WEALTH, LLC's Q3 2026 Portfolio in Review
Q3 2026 is the first quarter with a 13F filing on record for STACKSTONE WEALTH, LLC, which disclosed 323 positions worth $1.01B. Its ten largest holdings account for 23% of the portfolio.
Its largest position is Microsoft: 89,501 shares worth $45.9M.
By sector, the portfolio is most concentrated in Miscellaneous at 25% of assets, followed by Technology and Financials.
- STACKSTONE WEALTH, LLC's largest Q3 2026 buy was Microsoft: 89,501 shares worth $45.9M.
- STACKSTONE WEALTH, LLC's ten largest holdings make up 23% of its $1.01B portfolio in Q3 2026.
- STACKSTONE WEALTH, LLC disclosed 323 positions in Q3 2026, its first 13F filing on record.
Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.