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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 | |
|---|---|---|---|---|---|---|---|
51
iShares Core S&P Mid-Cap ETF
IJH
$121B
| $4.84M | 0.48% |
+67,227
| New | +$5.07M |
2026 Q3
0 quarters
|
|
52
iShares Core S&P 500 ETF
IVV
$884B
| $4.55M | 0.45% |
+5,946
| New | +$4.54M |
2026 Q3
0 quarters
|
|
53
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17.1B
| $4.47M | 0.44% |
+46,002
| New | +$4.51M |
2026 Q3
0 quarters
|
|
54
CoreWeave
CRWV
$33.7B
| $4.45M | 0.44% |
+51,116
| New | +$4.37M |
2026 Q3
0 quarters
|
|
55
Alphabet (Google) Class C
GOOG
$4.16T
| $4.33M | 0.43% |
+12,711
| New | +$4.38M |
2026 Q3
0 quarters
|
|
56
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.48B
| $4.33M | 0.43% |
+31,444
| New | +$4.61M |
2026 Q3
0 quarters
|
|
57
Victory Capital Holdings
VCTR
$6.62B
| $4.31M | 0.42% |
+38,972
| New | +$4.12M |
2026 Q3
0 quarters
|
|
58
ASML
ASML
$635B
| $4.18M | 0.41% |
+2,306
| New | +$4M |
2026 Q3
0 quarters
|
|
59
Cintas
CTAS
$84.3B
| $4.04M | 0.4% |
+20,712
| New | +$4.12M |
2026 Q3
0 quarters
|
|
60
First Solar
FSLR
$18.5B
| $3.96M | 0.39% |
+22,602
| New | +$4.78M |
2026 Q3
0 quarters
|
|
61
Western Digital
WDC
$132B
| $3.92M | 0.39% |
+8,632
| New | +$4.2M |
2026 Q3
0 quarters
|
|
62
Waters Corp
WAT
$42.7B
| $3.91M | 0.39% |
+8,893
| New | +$3.56M |
2026 Q3
0 quarters
|
|
63
iShares Select Dividend ETF
DVY
$22.9B
| $3.88M | 0.38% |
+25,524
| New | +$4.11M |
2026 Q3
0 quarters
|
|
64
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.68B
| $3.87M | 0.38% |
+84,857
| New | +$4.07M |
2026 Q3
0 quarters
|
|
65
VanEck Semiconductor ETF
SMH
$66.5B
| $3.87M | 0.38% |
+6,362
| New | +$3.64M |
2026 Q3
0 quarters
|
|
66
State Street Technology Select Sector SPDR ETF
XLK
$123B
| $3.83M | 0.38% |
+19,543
| New | +$3.61M |
2026 Q3
0 quarters
|
|
67
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.41B
| $3.78M | 0.37% |
+41,501
| New | +$3.84M |
2026 Q3
0 quarters
|
|
68
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.76B
| $3.74M | 0.37% |
+159,446
| New | +$3.94M |
2026 Q3
0 quarters
|
|
69
F5
FFIV
$25.5B
| $3.62M | 0.36% |
+8,142
| New | +$3.35M |
2026 Q3
0 quarters
|
|
70
KLA
KLAC
$217B
| $3.5M | 0.34% |
+17,953
| New | +$3.52M |
2026 Q3
0 quarters
|
|
71
United Rentals
URI
$63.8B
| $3.49M | 0.34% |
+3,483
| New | +$3.72M |
2026 Q3
0 quarters
|
|
72
Thermo Fisher Scientific
TMO
$251B
| $3.44M | 0.34% |
+5,090
| New | +$3.02M |
2026 Q3
0 quarters
|
|
73
Vanguard High Dividend Yield ETF
VYM
$81.2B
| $3.36M | 0.33% |
+21,680
| New | +$3.52M |
2026 Q3
0 quarters
|
|
74
GE Aerospace
GE
$323B
| $3.34M | 0.33% |
+10,708
| New | +$3.71M |
2026 Q3
0 quarters
|
|
75
Medpace
MEDP
$17.3B
| $3.33M | 0.33% |
+5,338
| New | +$3.13M |
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.