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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 | |
|---|---|---|---|---|---|---|---|
76
Exelixis
EXEL
$15.5B
| $3.31M | 0.33% |
+56,643
| New | +$3.16M |
2026 Q3
0 quarters
|
|
77
Nasdaq
NDAQ
$52.1B
| $3.27M | 0.32% |
+35,507
| New | +$3.32M |
2026 Q3
0 quarters
|
|
78
Vanguard FTSE Emerging Markets ETF
VWO
$123B
| $3.25M | 0.32% |
+54,782
| New | +$3.27M |
2026 Q3
0 quarters
|
|
79
Banco Bilbao Vizcaya Argentaria
BBVA
$139B
| $3.21M | 0.32% |
+115,304
| New | +$3.2M |
2026 Q3
0 quarters
|
|
80
iShares Core MSCI Emerging Markets ETF
IEMG
$152B
| $3.2M | 0.32% |
+39,386
| New | +$3.17M |
2026 Q3
0 quarters
|
|
81
Interactive Brokers
IBKR
$36.9B
| $3.19M | 0.31% |
+37,347
| New | +$3.42M |
2026 Q3
0 quarters
|
|
82
Garmin
GRMN
$55.2B
| $3.19M | 0.31% |
+11,111
| New | +$3.08M |
2026 Q3
0 quarters
|
|
83
Nordson
NDSN
$18B
| $3.13M | 0.31% |
+9,545
| New | +$2.94M |
2026 Q3
0 quarters
|
|
84
Charles Schwab
SCHW
$155B
| $3.09M | 0.31% |
+31,659
| New | +$3.33M |
2026 Q3
0 quarters
|
|
85
Ferrari
RACE
$69.2B
| $3.06M | 0.3% |
+7,786
| New | +$3.12M |
2026 Q3
0 quarters
|
|
86
Public Storage
PSA
$55.3B
| $3.05M | 0.3% |
+10,779
| New | +$3.37M |
2026 Q3
0 quarters
|
|
87
Monster Beverage
MNST
$91.7B
| $3.04M | 0.3% |
+72,946
| New | +$3.38M |
2026 Q3
0 quarters
|
|
88
TJX Companies
TJX
$162B
| $3.03M | 0.3% |
+22,900
| New | +$3.3M |
2026 Q3
0 quarters
|
|
89
Crane Co
CR
$11.9B
| $2.98M | 0.29% |
+14,624
| New | +$3.09M |
2026 Q3
0 quarters
|
|
90
Marsh
MRSH
$90B
| $2.98M | 0.29% |
+17,466
| New | +$3.19M |
2026 Q3
0 quarters
|
|
91
Costco
COST
$441B
| $2.94M | 0.29% |
+3,228
| New | +$3.01M |
2026 Q3
0 quarters
|
|
92
Simon Property Group
SPG
$65.5B
| $2.91M | 0.29% |
+14,477
| New | +$3.15M |
2026 Q3
0 quarters
|
|
93
Rambus
RMBS
$10.1B
| $2.9M | 0.29% |
+27,151
| New | +$2.62M |
2026 Q3
0 quarters
|
|
94
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$43.5B
| $2.9M | 0.29% |
+47,293
| New | +$2.82M |
2026 Q3
0 quarters
|
|
95
ResMed
RMD
$33.7B
| $2.89M | 0.29% |
+13,089
| New | +$2.86M |
2026 Q3
0 quarters
|
|
96
Parker-Hannifin
PH
$122B
| $2.89M | 0.28% |
+3,021
| New | +$2.97M |
2026 Q3
0 quarters
|
|
97
Aon
AON
$61.5B
| $2.88M | 0.28% |
+10,392
| New | +$3.51M |
2026 Q3
0 quarters
|
|
98
State Street SPDR Portfolio S&P 500 ETF
SPYM
$183B
| $2.87M | 0.28% |
+32,003
| New | +$2.86M |
2026 Q3
0 quarters
|
|
99
Laureate Education
LAUR
$5.41B
| $2.84M | 0.28% |
+74,308
| New | +$2.79M |
2026 Q3
0 quarters
|
|
100
InterDigital
IDCC
$8.32B
| $2.73M | 0.27% |
+8,379
| New | +$2.62M |
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.