SWL
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STACKSTONE WEALTH, LLC’s State Street SPDR S&P 1500 Value Tilt ETF VLU Stock Holding History

STACKSTONE WEALTH, LLC’s Portfolio VLU Stock Details VLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$17.3M Buy
+72,513
New +$17.7M 1.71% 7

Other funds holding VLU

RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return
ACM
Absolute Capital Management Pittsburgh, Pennsylvania $431M AUM 27.87% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $326M AUM 17.12% 1-Year Est. Return
RWIA
Roger Wittlin Investment Advisory San Francisco, California $128M AUM 12.44% 1-Year Est. Return
FF
Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
CS
Capital Square Chattanooga, Tennessee $227M AUM 12.51% 1-Year Est. Return
CPA
Compass Planning Associates Greenfield, Massachusetts $191M AUM 5.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

STACKSTONE WEALTH, LLC opened a new position in State Street SPDR S&P 1500 Value Tilt ETF (VLU) in Q3 2026: 72,513 shares worth $17.3M. The stake represents 1.71% of the portfolio and ranks #7 among its holdings.

22 funds tracked by Wall St. Rank hold VLU as of Q3 2026.

  • STACKSTONE WEALTH, LLC held 72,513 shares of State Street SPDR S&P 1500 Value Tilt ETF worth $17.3M as of Q3 2026.
  • State Street SPDR S&P 1500 Value Tilt ETF was a new STACKSTONE WEALTH, LLC position in Q3 2026.
  • State Street SPDR S&P 1500 Value Tilt ETF made up 1.71% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #7 holding.
  • 22 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q3 2026.

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