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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 | |
|---|---|---|---|---|---|---|---|
301
Enterprise Products Partners
EPD
$79.5B
| $248K | 0.02% |
+6,967
| New | +$266K |
2026 Q3
0 quarters
|
|
302
iShares MSCI EAFE ETF
EFA
$76.4B
| $247K | 0.02% |
+2,382
| New | +$252K |
2026 Q3
0 quarters
|
|
303
Novo Nordisk
NVO
$170B
| $244K | 0.02% |
+6,449
| New | +$297K |
2026 Q3
0 quarters
|
|
304
TransUnion
TRU
$14B
| $244K | 0.02% |
+3,987
| New | +$311K |
2026 Q3
0 quarters
|
|
305
Xcel Energy
XEL
$46.9B
| $240K | 0.02% |
+3,406
| New | +$262K |
2026 Q3
0 quarters
|
|
306
iShares Core MSCI International Developed Markets ETF
IDEV
$33.3B
| $240K | 0.02% |
+2,681
| New | +$244K |
2026 Q3
0 quarters
|
|
307
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.71B
| $240K | 0.02% |
+2,058
| New | +$236K |
2026 Q3
0 quarters
|
|
308
DexCom
DXCM
$32.4B
| $237K | 0.02% |
+2,751
| New | +$229K |
2026 Q3
0 quarters
|
|
309
iShares 10-20 Year Treasury Bond ETF
TLH
$11.6B
| $237K | 0.02% |
+2,568
| New | +$248K |
2026 Q3
0 quarters
|
|
310
FedEx Freight
FDXF
$16.5B
| $237K | 0.02% |
+2,163
| New | +$296K |
2026 Q3
0 quarters
|
|
311
Emcor
EME
$31.6B
| $235K | 0.02% |
+312
| New | +$241K |
2026 Q3
0 quarters
|
|
312
Invesco S&P 500 Low Volatility ETF
SPLV
$7.13B
| $231K | 0.02% |
+3,272
| New | +$246K |
2026 Q3
0 quarters
|
|
313
iShares Russell Top 200 Growth ETF
IWY
$16.3B
| $229K | 0.02% |
+777
| New | +$223K |
2026 Q3
0 quarters
|
|
314
Public Service Enterprise Group
PEG
$35B
| $228K | 0.02% |
+3,385
| New | +$254K |
2026 Q3
0 quarters
|
|
315
Brookfield Asset Management
BAM
$72.2B
| $225K | 0.02% |
+5,039
| New | +$246K |
2026 Q3
0 quarters
|
|
316
Royal Bank of Canada
RY
$272B
| $222K | 0.02% |
+1,131
| New | +$235K |
2026 Q3
0 quarters
|
|
317
SAP
SAP
$261B
| $214K | 0.02% |
+1,027
| New | +$199K |
2026 Q3
0 quarters
|
|
318
iShares Core S&P Small-Cap ETF
IJR
$102B
| $213K | 0.02% |
+1,567
| New | +$227K |
2026 Q3
0 quarters
|
|
319
Energy Transfer Partners
ET
$69.2B
| $205K | 0.02% |
+10,384
| New | +$214K |
2026 Q3
0 quarters
|
|
320
NetApp
NTAP
$40.7B
| $205K | 0.02% |
+975
| New | +$180K |
2026 Q3
0 quarters
|
|
321
Nebius Group N.V.
NBIS
$46.3B
| $201K | 0.02% |
+851
| New | +$183K |
2026 Q3
0 quarters
|
|
322
Intuitive Machines
LUNR
$1.73B
| $142K | 0.01% |
+10,000
| New | +$155K |
2026 Q3
0 quarters
|
|
323
FS KKR Capital
FSK
$2.8B
| $135K | 0.01% |
+12,270
| New | +$141K |
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.