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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 | |
|---|---|---|---|---|---|---|---|
26
Micron Technology
MU
$1.02T
| $9.9M | 0.98% |
+9,339
| New | +$8.87M |
2026 Q3
0 quarters
|
|
27
NYLIM FTSE International Equity Currency Neutral ETF
HFXI
$2.32B
| $9.8M | 0.97% |
+263,489
| New | +$9.9M |
2026 Q3
0 quarters
|
|
28
Coca-Cola
KO
$402B
| $9.6M | 0.95% |
+111,434
| New | +$9.7M |
2026 Q3
0 quarters
|
|
29
Prologis
PLD
$118B
| $9.5M | 0.94% |
+73,510
| New | +$10.3M |
2026 Q3
0 quarters
|
|
30
Enbridge
ENB
$105B
| $9.02M | 0.89% |
+193,931
| New | +$10M |
2026 Q3
0 quarters
|
|
31
Diamondback Energy
FANG
$56.9B
| $8.55M | 0.84% |
+46,513
| New | +$9.1M |
2026 Q3
0 quarters
|
|
32
Lam Research
LRCX
$341B
| $8.5M | 0.84% |
+25,876
| New | +$8.08M |
2026 Q3
0 quarters
|
|
33
Visa
V
$756B
| $8.5M | 0.84% |
+23,655
| New | +$8.65M |
2026 Q3
0 quarters
|
|
34
Morgan Stanley
MS
$280B
| $7.97M | 0.79% |
+42,377
| New | +$9M |
2026 Q3
0 quarters
|
|
35
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$4.38B
| $7.94M | 0.78% |
+70,391
| New | +$7.98M |
2026 Q3
0 quarters
|
|
36
Citigroup
C
$204B
| $7.85M | 0.77% |
+60,664
| New | +$8.17M |
2026 Q3
0 quarters
|
|
37
EOG Resources
EOG
$82.7B
| $7.81M | 0.77% |
+56,686
| New | +$8.09M |
2026 Q3
0 quarters
|
|
38
iShares S&P 500 Growth ETF
IVW
$77.6B
| $7.81M | 0.77% |
+54,881
| New | +$7.61M |
2026 Q3
0 quarters
|
|
39
Meta Platforms (Facebook)
META
$1.8T
| $7.68M | 0.76% |
+10,595
| New | +$6.61M |
2026 Q3
0 quarters
|
|
40
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$11.7B
| $7.68M | 0.76% |
+339,816
| New | +$7.88M |
2026 Q3
0 quarters
|
|
41
Honeywell
HON
$66.6B
| $7.26M | 0.72% |
+34,409
| New | +$7.68M |
2026 Q3
0 quarters
|
|
42
Mastercard
MA
$540B
| $7.2M | 0.71% |
+13,057
| New | +$7.34M |
2026 Q3
0 quarters
|
|
43
Vanguard Information Technology ETF
VGT
$148B
| $6.51M | 0.64% |
+51,813
| New | +$6.16M |
2026 Q3
0 quarters
|
|
44
Eli Lilly
LLY
$1.11T
| $5.92M | 0.58% |
+5,112
| New | +$6.03M |
2026 Q3
0 quarters
|
|
45
Merck
MRK
$354B
| $5.85M | 0.58% |
+40,283
| New | +$5.57M |
2026 Q3
0 quarters
|
|
46
iShares Core MSCI EAFE ETF
IEFA
$189B
| $5.77M | 0.57% |
+59,529
| New | +$5.88M |
2026 Q3
0 quarters
|
|
47
Motorola Solutions
MSI
$75.9B
| $5.7M | 0.56% |
+12,780
| New | +$5.75M |
2026 Q3
0 quarters
|
|
48
iShares S&P 500 Value ETF
IVE
$49.8B
| $5.55M | 0.55% |
+24,294
| New | +$5.67M |
2026 Q3
0 quarters
|
|
49
Cisco
CSCO
$420B
| $5.53M | 0.54% |
+51,356
| New | +$5.79M |
2026 Q3
0 quarters
|
|
50
Schwab US Dividend Equity ETF
SCHD
$115B
| $5.28M | 0.52% |
+162,412
| New | +$5.48M |
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.