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 | |
|---|---|---|---|---|---|---|---|
126
Banco Santander Chile
BSAC
$15.4B
| $2.35M | 0.23% |
+70,350
| New | +$2.42M |
2026 Q3
0 quarters
|
|
127
Vertex Pharmaceuticals
VRTX
$127B
| $2.33M | 0.23% |
+4,465
| New | +$2.29M |
2026 Q3
0 quarters
|
|
128
Vanguard Russell 2000 Value ETF
VTWV
$1.28B
| $2.3M | 0.23% |
+12,452
| New | +$2.43M |
2026 Q3
0 quarters
|
|
129
CarGurus
CARG
$2.76B
| $2.28M | 0.22% |
+73,092
| New | +$2.55M |
2026 Q3
0 quarters
|
|
130
Ecolab
ECL
$80.2B
| $2.27M | 0.22% |
+8,259
| New | +$2.29M |
2026 Q3
0 quarters
|
|
131
TE Connectivity
TEL
$61.5B
| $2.19M | 0.22% |
+10,387
| New | +$2.15M |
2026 Q3
0 quarters
|
|
132
Evercore
EVR
$9.5B
| $2.13M | 0.21% |
+8,271
| New | +$2.52M |
2026 Q3
0 quarters
|
|
133
ConocoPhillips
COP
$174B
| $2.11M | 0.21% |
+16,825
| New | +$2.08M |
2026 Q3
0 quarters
|
|
134
Gaming and Leisure Properties
GLPI
$11.3B
| $2.1M | 0.21% |
+55,239
| New | +$2.36M |
2026 Q3
0 quarters
|
|
135
Cirrus Logic
CRUS
$5.44B
| $2.09M | 0.21% |
+17,429
| New | +$2.19M |
2026 Q3
0 quarters
|
|
136
Lennox International
LII
$12.3B
| $2.08M | 0.2% |
+5,850
| New | +$2.58M |
2026 Q3
0 quarters
|
|
137
Deckers Outdoor
DECK
$11.9B
| $2.02M | 0.2% |
+25,815
| New | +$2.38M |
2026 Q3
0 quarters
|
|
138
UnitedHealth
UNH
$365B
| $1.97M | 0.19% |
+5,354
| New | +$2.16M |
2026 Q3
0 quarters
|
|
139
State Street Financial Select Sector SPDR ETF
XLF
$51.2B
| $1.92M | 0.19% |
+36,039
| New | +$2.04M |
2026 Q3
0 quarters
|
|
140
iShares MSCI Intl Quality Factor ETF
IQLT
$13.7B
| $1.92M | 0.19% |
+38,796
| New | +$1.96M |
2026 Q3
0 quarters
|
|
141
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.4B
| $1.92M | 0.19% |
+17,493
| New | +$1.98M |
2026 Q3
0 quarters
|
|
142
Eaton
ETN
$152B
| $1.91M | 0.19% |
+4,451
| New | +$1.86M |
2026 Q3
0 quarters
|
|
143
iShares MSCI USA Min Vol Factor ETF
USMV
$23.8B
| $1.9M | 0.19% |
+19,478
| New | +$1.93M |
2026 Q3
0 quarters
|
|
144
First Trust Morningstar Dividend Leaders Index Fund
FDL
$7.95B
| $1.87M | 0.18% |
+37,976
| New | +$1.96M |
2026 Q3
0 quarters
|
|
145
BlackRock US Equity Factor Rotation ETF
DYNF
$42.3B
| $1.82M | 0.18% |
+26,228
| New | +$1.8M |
2026 Q3
0 quarters
|
|
146
Tesla
TSLA
$1.45T
| $1.79M | 0.18% |
+5,044
| New | +$1.81M |
2026 Q3
0 quarters
|
|
147
Caterpillar
CAT
$334B
| $1.77M | 0.17% |
+2,178
| New | +$1.85M |
2026 Q3
0 quarters
|
|
148
iShares U.S. Large Cap Premium Income Active ETF
BALI
$1.5B
| $1.67M | 0.16% |
+48,424
| New | +$1.66M |
2026 Q3
0 quarters
|
|
149
Pentair
PNR
$8.42B
| $1.66M | 0.16% |
+31,373
| New | +$1.99M |
2026 Q3
0 quarters
|
|
150
Vanguard Morningstar Total Stock Market ETF
VTI
$692B
| $1.65M | 0.16% |
+4,412
| New | +$1.65M |
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.