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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 | |
|---|---|---|---|---|---|---|---|
201
Vanguard Morningstar Small-Cap Value ETF
VBR
$35.8B
| $724K | 0.07% |
+3,134
| New | +$765K |
2026 Q3
0 quarters
|
|
202
Cigna
CI
$78.9B
| $700K | 0.07% |
+2,574
| New | +$725K |
2026 Q3
0 quarters
|
|
203
Illinois Tool Works
ITW
$76.9B
| $692K | 0.07% |
+2,691
| New | +$747K |
2026 Q3
0 quarters
|
|
204
Vanguard Morningstar Value ETF
VTV
$189B
| $673K | 0.07% |
+3,113
| New | +$692K |
2026 Q3
0 quarters
|
|
205
Monolithic Power Systems
MPWR
$61.6B
| $664K | 0.07% |
+493
| New | +$646K |
2026 Q3
0 quarters
|
|
206
iShares U.S. Thematic Rotation Active ETF
THRO
$7.39B
| $662K | 0.07% |
+15,045
| New | +$654K |
2026 Q3
0 quarters
|
|
207
State Street Energy Select Sector SPDR ETF
XLE
$44.4B
| $660K | 0.07% |
+10,733
| New | +$651K |
2026 Q3
0 quarters
|
|
208
International Flavors & Fragrances
IFF
$23.2B
| $642K | 0.06% |
+7,691
| New | +$635K |
2026 Q3
0 quarters
|
|
209
H.B. Fuller
FUL
$2.75B
| $606K | 0.06% |
+12,246
| New | +$681K |
2026 Q3
0 quarters
|
|
210
Schwab US Large-Cap Value ETF
SCHV
$15.4B
| $595K | 0.06% |
+17,850
| New | +$614K |
2026 Q3
0 quarters
|
|
211
Vanguard Materials ETF
VAW
$3.23B
| $595K | 0.06% |
+2,725
| New | +$626K |
2026 Q3
0 quarters
|
|
212
Jacobs Solutions
J
$16.2B
| $590K | 0.06% |
+4,358
| New | +$609K |
2026 Q3
0 quarters
|
|
213
State Street Utilities Select Sector SPDR ETF
XLU
$24.2B
| $579K | 0.06% |
+14,686
| New | +$638K |
2026 Q3
0 quarters
|
|
214
WisdomTree US SmallCap Earnings Fund
EES
$675M
| $573K | 0.06% |
+8,876
| New | +$600K |
2026 Q3
0 quarters
|
|
215
Vanguard Morningstar Growth ETF
VUG
$230B
| $562K | 0.06% |
+6,237
| New | +$546K |
2026 Q3
0 quarters
|
|
216
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.21B
| $560K | 0.06% |
+10,190
| New | +$563K |
2026 Q3
0 quarters
|
|
217
Ross Stores
ROST
$76.2B
| $558K | 0.06% |
+2,392
| New | +$561K |
2026 Q3
0 quarters
|
|
218
WisdomTree India Earnings Fund ETF
EPI
$1.82B
| $546K | 0.05% |
+13,393
| New | +$570K |
2026 Q3
0 quarters
|
|
219
US Bancorp
USB
$90.1B
| $544K | 0.05% |
+9,415
| New | +$588K |
2026 Q3
0 quarters
|
|
220
Royal Caribbean
RCL
$75.4B
| $543K | 0.05% |
+2,043
| New | +$580K |
2026 Q3
0 quarters
|
|
221
Block Inc
XYZ
$46.6B
| $537K | 0.05% |
+7,305
| New | +$581K |
2026 Q3
0 quarters
|
|
222
Exelon
EXC
$43.7B
| $536K | 0.05% |
+13,269
| New | +$593K |
2026 Q3
0 quarters
|
|
223
Insmed
INSM
$20.8B
| $530K | 0.05% |
+4,642
| New | +$547K |
2026 Q3
0 quarters
|
|
224
Apollo Global Management
APO
$65.5B
| $527K | 0.05% |
+4,541
| New | +$576K |
2026 Q3
0 quarters
|
|
225
Ingersoll Rand
IR
$30.2B
| $521K | 0.05% |
+6,939
| New | +$552K |
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.