We are live on !
Find out more
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 | |
|---|---|---|---|---|---|---|---|
101
Oracle
ORCL
$393B
| $2.71M | 0.27% |
+19,758
| New | +$2.79M |
2026 Q3
0 quarters
|
|
102
Mueller Industries
MLI
$13.5B
| $2.71M | 0.27% |
+44,736
| New | +$2.79M |
2026 Q3
0 quarters
|
|
103
TechnipFMC
FTI
$27.4B
| $2.7M | 0.27% |
+39,751
| New | +$2.92M |
2026 Q3
0 quarters
|
|
104
Moody's
MCO
$83.3B
| $2.66M | 0.26% |
+5,863
| New | +$2.85M |
2026 Q3
0 quarters
|
|
105
AbbVie
ABBV
$500B
| $2.63M | 0.26% |
+10,069
| New | +$2.58M |
2026 Q3
0 quarters
|
|
106
FedEx
FDX
$69.5B
| $2.6M | 0.26% |
+9,133
| New | +$2.87M |
2026 Q3
0 quarters
|
|
107
Federated Hermes
FHI
$4.12B
| $2.59M | 0.26% |
+45,941
| New | +$2.78M |
2026 Q3
0 quarters
|
|
108
iShares Russell 1000 Growth ETF
IWF
$126B
| $2.58M | 0.25% |
+20,621
| New | +$2.52M |
2026 Q3
0 quarters
|
|
109
Moelis & Co
MC
$3.93B
| $2.56M | 0.25% |
+44,530
| New | +$2.93M |
2026 Q3
0 quarters
|
|
110
Philip Morris
PM
$313B
| $2.55M | 0.25% |
+13,376
| New | +$2.53M |
2026 Q3
0 quarters
|
|
111
Blackstone
BX
$85.5B
| $2.51M | 0.25% |
+22,405
| New | +$2.93M |
2026 Q3
0 quarters
|
|
112
Rio Tinto
RIO
$146B
| $2.51M | 0.25% |
+26,651
| New | +$2.59M |
2026 Q3
0 quarters
|
|
113
Novartis
NVS
$285B
| $2.5M | 0.25% |
+17,527
| New | +$2.66M |
2026 Q3
0 quarters
|
|
114
Cincinnati Financial
CINF
$26.1B
| $2.5M | 0.25% |
+15,675
| New | +$2.73M |
2026 Q3
0 quarters
|
|
115
Snap-on
SNA
$18.9B
| $2.49M | 0.25% |
+6,862
| New | +$2.71M |
2026 Q3
0 quarters
|
|
116
Netflix
NFLX
$291B
| $2.49M | 0.25% |
+35,730
| New | +$2.69M |
2026 Q3
0 quarters
|
|
117
IAMGOLD
IAG
$10.2B
| $2.46M | 0.24% |
+133,747
| New | +$2.39M |
2026 Q3
0 quarters
|
|
118
United Therapeutics
UTHR
$23.3B
| $2.45M | 0.24% |
+4,515
| New | +$2.33M |
2026 Q3
0 quarters
|
|
119
Armstrong World Industries
AWI
$7.07B
| $2.45M | 0.24% |
+15,102
| New | +$2.54M |
2026 Q3
0 quarters
|
|
120
Arch Capital
ACGL
$34.3B
| $2.43M | 0.24% |
+26,257
| New | +$2.6M |
2026 Q3
0 quarters
|
|
121
Allison Transmission
ALSN
$9.15B
| $2.41M | 0.24% |
+21,291
| New | +$2.57M |
2026 Q3
0 quarters
|
|
122
Kinsale Capital Group
KNSL
$8.33B
| $2.41M | 0.24% |
+7,454
| New | +$2.68M |
2026 Q3
0 quarters
|
|
123
Graco
GGG
$13.1B
| $2.4M | 0.24% |
+31,231
| New | +$2.44M |
2026 Q3
0 quarters
|
|
124
Advanced Drainage Systems
WMS
$9.6B
| $2.38M | 0.23% |
+18,792
| New | +$2.63M |
2026 Q3
0 quarters
|
|
125
McKesson
MCK
$118B
| $2.36M | 0.23% |
+2,761
| New | +$2.38M |
2026 Q3
0 quarters
|
|
Similar funds
AH
DPC
HP
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.