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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 | |
|---|---|---|---|---|---|---|---|
276
The Ensign Group
ENSG
$10.1B
| $307K | 0.03% |
+1,787
| New | +$313K |
2026 Q3
0 quarters
|
|
277
Hamilton Lane
HLNE
$4.54B
| $306K | 0.03% |
+3,527
| New | +$329K |
2026 Q3
0 quarters
|
|
278
Perdoceo Education
PRDO
$2.11B
| $300K | 0.03% |
+9,683
| New | +$317K |
2026 Q3
0 quarters
|
|
279
Clear Secure
YOU
$4.65B
| $299K | 0.03% |
+7,129
| New | +$342K |
2026 Q3
0 quarters
|
|
280
Broadridge
BR
$19.8B
| $299K | 0.03% |
+1,856
| New | +$303K |
2026 Q3
0 quarters
|
|
281
IonQ
IONQ
$12.5B
| $298K | 0.03% |
+6,790
| New | +$275K |
2026 Q3
0 quarters
|
|
282
Natera
NTRA
$57.6B
| $296K | 0.03% |
+716
| New | +$225K |
2026 Q3
0 quarters
|
|
283
Waste Connections
WCN
$41.7B
| $296K | 0.03% |
+1,921
| New | +$317K |
2026 Q3
0 quarters
|
|
284
Altria Group
MO
$124B
| $294K | 0.03% |
+4,371
| New | +$304K |
2026 Q3
0 quarters
|
|
285
DoorDash
DASH
$83.9B
| $291K | 0.03% |
+1,587
| New | +$320K |
2026 Q3
0 quarters
|
|
286
Putnam Focused U.S. Research ETF
PFRX
| $290K | 0.03% |
+8,774
| New | +$290K |
2026 Q3
0 quarters
|
|
287
Invesco S&P MidCap Value with Momentum ETF
XMVM
$514M
| $289K | 0.03% |
+4,142
| New | +$305K |
2026 Q3
0 quarters
|
|
288
Okta
OKTA
$33.2B
| $288K | 0.03% |
+1,377
| New | +$218K |
2026 Q3
0 quarters
|
|
289
LeMaitre Vascular
LMAT
$1.88B
| $286K | 0.03% |
+3,462
| New | +$307K |
2026 Q3
0 quarters
|
|
290
CrowdStrike
CRWD
$234B
| $283K | 0.03% |
+1,070
| New | +$227K |
2026 Q3
0 quarters
|
|
291
Sherwin-Williams
SHW
$80.5B
| $282K | 0.03% |
+872
| New | +$295K |
2026 Q3
0 quarters
|
|
292
CareTrust REIT
CTRE
$8.47B
| $282K | 0.03% |
+7,702
| New | +$308K |
2026 Q3
0 quarters
|
|
293
Linde
LIN
$232B
| $281K | 0.03% |
+593
| New | +$291K |
2026 Q3
0 quarters
|
|
294
iShares MBS ETF
MBB
$35.4B
| $275K | 0.03% |
+3,065
| New | +$284K |
2026 Q3
0 quarters
|
|
295
Principal Financial Group
PFG
$22.9B
| $275K | 0.03% |
+2,452
| New | +$278K |
2026 Q3
0 quarters
|
|
296
3M
MMM
$83.6B
| $263K | 0.03% |
+1,604
| New | +$274K |
2026 Q3
0 quarters
|
|
297
Vanguard Real Estate ETF
VNQ
$36.4B
| $262K | 0.03% |
+2,918
| New | +$283K |
2026 Q3
0 quarters
|
|
298
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.3B
| $261K | 0.03% |
+1,472
| New | +$264K |
2026 Q3
0 quarters
|
|
299
Vulcan Materials
VMC
$33.4B
| $259K | 0.03% |
+1,057
| New | +$288K |
2026 Q3
0 quarters
|
|
300
Iron Mountain
IRM
$33.2B
| $257K | 0.03% |
+2,319
| New | +$278K |
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.