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STACKSTONE WEALTH, LLC’s iShares S&P 100 ETF OEF Stock Holding History

STACKSTONE WEALTH, LLC’s Portfolio OEF Stock Details OEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$333K Buy
+871
New +$328K 0.03% 264

Other funds holding OEF

Financial Partners Group (Kansas)
Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return
Financial Enhancement Group
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
REMPR
Roof Eidam Maycock Peralta (REMP) San Francisco, California $531M AUM 13.26% 1-Year Est. Return
DA
Detalus Advisors St. Louis, Missouri $507M AUM 15.45% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return
WFL
Wealth Forward LLC Fargo, North Dakota $221M AUM 10.49% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

STACKSTONE WEALTH, LLC's OEF Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in iShares S&P 100 ETF (OEF) in Q3 2026: 871 shares worth $333K. The stake represents 0.03% of the portfolio and ranks #264 among its holdings.

199 funds tracked by Wall St. Rank hold OEF as of Q3 2026.

  • STACKSTONE WEALTH, LLC held 871 shares of iShares S&P 100 ETF worth $333K as of Q3 2026.
  • iShares S&P 100 ETF was a new STACKSTONE WEALTH, LLC position in Q3 2026.
  • iShares S&P 100 ETF made up 0.03% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #264 holding.
  • 199 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.