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SWL
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 | |
|---|---|---|---|---|---|---|---|
226
Salesforce
CRM
$200B
| $510K | 0.05% |
+2,220
| New | +$458K |
2026 Q3
0 quarters
|
|
227
CRH
CRH
$55.3B
| $503K | 0.05% |
+6,075
| New | +$582K |
2026 Q3
0 quarters
|
|
228
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV
$1.71B
| $500K | 0.05% |
+33,504
| New | +$505K |
2026 Q3
0 quarters
|
|
229
First Trust Rising Dividend Achievers ETF
RDVY
$25.4B
| $494K | 0.05% |
+6,314
| New | +$511K |
2026 Q3
0 quarters
|
|
230
iShares A.I. Innovation and Tech Active ETF
BAI
$12.9B
| $490K | 0.05% |
+10,382
| New | +$465K |
2026 Q3
0 quarters
|
|
231
Teradyne
TER
$52.5B
| $472K | 0.05% |
+1,177
| New | +$434K |
2026 Q3
0 quarters
|
|
232
Stanley Black & Decker
SWK
$13.8B
| $472K | 0.05% |
+5,326
| New | +$500K |
2026 Q3
0 quarters
|
|
233
PACCAR
PCAR
$57.1B
| $471K | 0.05% |
+4,288
| New | +$537K |
2026 Q3
0 quarters
|
|
234
WESCO International
WCC
$16.7B
| $465K | 0.05% |
+1,293
| New | +$445K |
2026 Q3
0 quarters
|
|
235
BJs Wholesale Club
BJ
$13B
| $446K | 0.04% |
+4,846
| New | +$450K |
2026 Q3
0 quarters
|
|
236
iShares Core S&P Total US Stock Market ETF
ITOT
$96.3B
| $441K | 0.04% |
+2,651
| New | +$441K |
2026 Q3
0 quarters
|
|
237
Vanguard FTSE Developed Markets ETF
VEA
$227B
| $440K | 0.04% |
+6,233
| New | +$447K |
2026 Q3
0 quarters
|
|
238
Corteva
CTVA
$8.44B
| $434K | 0.04% |
+5,590
| New | +$463K |
2026 Q3
0 quarters
|
|
239
Williams-Sonoma
WSM
$29.4B
| $422K | 0.04% |
+1,850
| New | +$427K |
2026 Q3
0 quarters
|
|
240
BlackRock Utilities, Infrastructure & Power Opportunities Trust
BUI
$674M
| $421K | 0.04% |
+16,898
| New | +$456K |
2026 Q3
0 quarters
|
|
241
Invesco S&P 500 Equal Weight ETF
RSP
$98.6B
| $412K | 0.04% |
+1,981
| New | +$428K |
2026 Q3
0 quarters
|
|
242
Encompass Health
EHC
$12B
| $404K | 0.04% |
+3,326
| New | +$392K |
2026 Q3
0 quarters
|
|
243
Casey's General Stores
CASY
$25.6B
| $403K | 0.04% |
+662
| New | +$511K |
2026 Q3
0 quarters
|
|
244
Darden Restaurants
DRI
$24.5B
| $395K | 0.04% |
+2,046
| New | +$428K |
2026 Q3
0 quarters
|
|
245
Qualcomm
QCOM
$185B
| $392K | 0.04% |
+2,132
| New | +$369K |
2026 Q3
0 quarters
|
|
246
PepsiCo
PEP
$182B
| $392K | 0.04% |
+3,095
| New | +$426K |
2026 Q3
0 quarters
|
|
247
Oil-Dri
ODC
$1.02B
| $390K | 0.04% |
+4,302
| New | +$403K |
2026 Q3
0 quarters
|
|
248
Vertiv
VRT
$79.3B
| $387K | 0.04% |
+1,603
| New | +$437K |
2026 Q3
0 quarters
|
|
249
Paychex
PAYX
$39.4B
| $385K | 0.04% |
+3,913
| New | +$453K |
2026 Q3
0 quarters
|
|
250
JB Hunt Transport Services
JBHT
$21B
| $382K | 0.04% |
+1,705
| New | +$457K |
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.