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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 | |
|---|---|---|---|---|---|---|---|
151
Woodward
WWD
$19.4B
| $1.63M | 0.16% |
+4,953
| New | +$1.8M |
2026 Q3
0 quarters
|
|
152
Equinix
EQIX
$96.3B
| $1.6M | 0.16% |
+1,577
| New | +$1.64M |
2026 Q3
0 quarters
|
|
153
Texas Instruments
TXN
$252B
| $1.58M | 0.16% |
+5,626
| New | +$1.56M |
2026 Q3
0 quarters
|
|
154
UMB Financial
UMBF
$9.8B
| $1.51M | 0.15% |
+11,580
| New | +$1.65M |
2026 Q3
0 quarters
|
|
155
Walt Disney
DIS
$189B
| $1.47M | 0.15% |
+14,052
| New | +$1.44M |
2026 Q3
0 quarters
|
|
156
Vanguard Communication Services ETF
VOX
$5.97B
| $1.46M | 0.14% |
+7,664
| New | +$1.44M |
2026 Q3
0 quarters
|
|
157
Marvell Technology
MRVL
$213B
| $1.46M | 0.14% |
+5,527
| New | +$1.24M |
2026 Q3
0 quarters
|
|
158
S&P Global
SPGI
$126B
| $1.45M | 0.14% |
+3,684
| New | +$1.56M |
2026 Q3
0 quarters
|
|
159
eBay
EBAY
$53.6B
| $1.44M | 0.14% |
+13,584
| New | +$1.48M |
2026 Q3
0 quarters
|
|
160
Schwab US Large-Cap Growth ETF
SCHG
$63.7B
| $1.39M | 0.14% |
+38,675
| New | +$1.36M |
2026 Q3
0 quarters
|
|
161
Palantir
PLTR
$467B
| $1.39M | 0.14% |
+7,419
| New | +$1.18M |
2026 Q3
0 quarters
|
|
162
State Street Health Care Select Sector SPDR ETF
XLV
$45.6B
| $1.38M | 0.14% |
+8,216
| New | +$1.37M |
2026 Q3
0 quarters
|
|
163
Pultegroup
PHM
$21.1B
| $1.38M | 0.14% |
+11,910
| New | +$1.5M |
2026 Q3
0 quarters
|
|
164
Palo Alto Networks
PANW
$284B
| $1.37M | 0.14% |
+3,451
| New | +$1.23M |
2026 Q3
0 quarters
|
|
165
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.3B
| $1.36M | 0.13% |
+12,508
| New | +$1.44M |
2026 Q3
0 quarters
|
|
166
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.49B
| $1.33M | 0.13% |
+18,000
| New | +$1.33M |
2026 Q3
0 quarters
|
|
167
State Street Industrial Select Sector SPDR ETF
XLI
$30.1B
| $1.29M | 0.13% |
+7,716
| New | +$1.37M |
2026 Q3
0 quarters
|
|
168
Stryker
SYK
$114B
| $1.27M | 0.12% |
+4,598
| New | +$1.45M |
2026 Q3
0 quarters
|
|
169
Freeport-McMoran
FCX
$100B
| $1.26M | 0.12% |
+17,957
| New | +$1.22M |
2026 Q3
0 quarters
|
|
170
Union Pacific
UNP
$171B
| $1.25M | 0.12% |
+4,607
| New | +$1.34M |
2026 Q3
0 quarters
|
|
171
Valero Energy
VLO
$125B
| $1.13M | 0.11% |
+2,926
| New | +$988K |
2026 Q3
0 quarters
|
|
172
State Street SPDR S&P Dividend ETF
SDY
$21.4B
| $1.11M | 0.11% |
+7,601
| New | +$1.18M |
2026 Q3
0 quarters
|
|
173
Danaher
DHR
$158B
| $1.11M | 0.11% |
+4,999
| New | +$1.03M |
2026 Q3
0 quarters
|
|
174
Carrier Global
CARR
$45.5B
| $1.1M | 0.11% |
+19,970
| New | +$1.24M |
2026 Q3
0 quarters
|
|
175
Wells Fargo
WFC
$246B
| $1.08M | 0.11% |
+13,510
| New | +$1.17M |
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.