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StoneCrest Wealth Management

Latest statistics and disclosures from StoneCrest Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are QQQM, NVDA, IDMO, SPMO, SPYM, and represent 26.61% of StoneCrest Wealth Management's stock portfolio.
Added to shares of these 10 stocks: MU, ORCL, RSPG, SRRK, BE, XLE, LITE, COHR, IDMO, FWD.
Started 6 new stock positions in RSPG, NIO, LITE, COHR, MU, XLE.
Reduced shares in these 10 stocks: COWG, PANW, VRDN, XLVI, NVDA, , IVW, QQQI, COST, LLY.
Sold out of its positions in COWG, PANW, TSLA, VRDN.
StoneCrest Wealth Management was a net buyer of stock by $149k.
StoneCrest Wealth Management has $236M in assets under management (AUM), dropping by -4.60%.
Central Index Key (CIK): 0002008409

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Portfolio Holdings for StoneCrest Wealth Management

StoneCrest Wealth Management holds 73 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	7.1	$17M		70k	237.62	View chart
NVIDIA Corporation (NVDA)	5.8	$14M		78k	174.40	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	5.2	$12M		226k	54.84	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	4.4	$10M		93k	112.11	View chart
Spdr Series Trust State Street Spd (SPYM)	4.1	$9.8M		128k	76.54	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	4.0	$9.5M		205k	46.40	View chart
Bny Mellon Etf Trust Ii Dynamic Value (BKDV)	3.8	$8.9M		299k	29.66	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	3.4	$8.1M		118k	68.28	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	3.2	$7.6M	-2%	20k	383.40	View chart
Alphabet Cap Stk Cl A (GOOGL)	3.0	$7.1M		25k	287.56	View chart
Amazon (AMZN)	2.6	$6.3M		30k	208.27	View chart
Global X Fds Defense Tech Etf (SHLD)	2.5	$6.0M	+2%	84k	70.84	View chart
Eli Lilly & Co. (LLY)	2.5	$5.9M	-3%	6.4k	919.77	View chart
Ab Active Etfs Disruptors Etf (FWD)	2.5	$5.8M	+2%	54k	108.56	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	2.4	$5.7M		43k	133.19	View chart
Meta Platforms Cl A (META)	2.2	$5.1M		9.0k	572.13	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	2.2	$5.1M	+2%	155k	32.95	View chart
Microsoft Corporation (MSFT)	2.2	$5.1M		14k	370.17	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	2.1	$5.0M	-4%	101k	49.69	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	2.1	$5.0M		79k	62.68	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	1.9	$4.6M		93k	49.37	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	1.9	$4.6M		179k	25.55	View chart
Janus Detroit Str Tr Henderson Securi (JSI)	1.8	$4.2M		82k	51.55	View chart
Capital Group Equity Etf Tr Us Small And Mid (CGMM)	1.7	$4.1M		140k	29.36	View chart
Pimco Etf Tr Multisector Bd (PYLD)	1.7	$4.0M		153k	26.20	View chart
Ishares Tr Expanded Tech (IGV)	1.6	$3.9M	+2%	49k	80.05	View chart
Scholar Rock Hldg Corp (SRRK)	1.5	$3.5M	+20%	71k	49.16	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.5	$3.5M	-6%	31k	113.11	View chart
Micron Technology (MU)	1.4	$3.3M	NEW	9.9k	337.84	View chart
Crowdstrike Hldgs Cl A (CRWD)	1.3	$3.0M		7.7k	390.41	View chart
Ishares Tr Ultra Short Dur (ICSH)	1.1	$2.7M	-3%	53k	50.62	View chart
Oracle Corporation (ORCL)	1.1	$2.6M	+526%	18k	147.11	View chart
Vertiv Holdings Com Cl A (VRT)	1.0	$2.4M	-4%	9.5k	250.58	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.0	$2.3M	-2%	3.5k	653.21	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	1.0	$2.3M	-3%	45k	50.61	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.8	$2.0M		106k	19.00	View chart
Select Sector Spdr Tr State Street Hea (XLVI)	0.8	$1.8M	-16%	72k	25.11	View chart
Bloom Energy Corp Com Cl A (BE)	0.6	$1.4M	+46%	10k	135.49	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.6	$1.3M		27k	50.45	View chart
Nebius Group Shs Class A (NBIS)	0.5	$1.2M	+6%	12k	103.76	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$1.2M	-12%	4.3k	286.86	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$1.2M	-6%	2.0k	577.18	View chart
Palantir Technologies Cl A (PLTR)	0.5	$1.1M		7.7k	146.28	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.5	$1.1M	-2%	9.3k	118.62	View chart
Broadcom (AVGO)	0.5	$1.1M	-3%	3.5k	309.51	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.3	$827k	-2%	6.2k	132.50	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.3	$812k	-2%	2.5k	328.66	View chart
Invesco Exchange Traded Fd T S&p500 Eql Enr (RSPG)	0.3	$785k	NEW	7.2k	109.47	View chart
Astera Labs (ALAB)	0.3	$784k	-5%	7.2k	109.60	View chart
Reddit Cl A (RDDT)	0.3	$759k	-19%	5.6k	134.65	View chart
Uber Technologies (UBER)	0.3	$758k	-3%	11k	71.93	View chart
Apple (AAPL)	0.3	$700k	-13%	2.8k	253.79	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.2	$580k		5.8k	100.57	View chart
Argenx Se Sponsored Adr (ARGX)	0.2	$533k		730.00	730.25	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$531k	-8%	816.00	650.34	View chart
Oklo Com Cl A (OKLO)	0.2	$526k	-3%	11k	49.59	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.2	$524k	-5%	13k	41.68	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.2	$504k	+24%	10k	50.37	View chart
Direxion Shares Etf Trust Daily Semiconduc (SOXL)	0.2	$448k	-8%	9.4k	47.91	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$424k	+7%	1.3k	337.95	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.2	$372k	NEW	6.1k	61.26	View chart
Rubrik Cl A (RBRK)	0.2	$370k	+26%	7.6k	48.97	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$349k	-26%	799.00	436.79	View chart
Lumentum Hldgs (LITE)	0.1	$316k	NEW	450.00	702.76	View chart
Costco Wholesale Corporation (COST)	0.1	$316k	-38%	317.00	996.43	View chart
Coherent Corp (COHR)	0.1	$286k	NEW	1.2k	238.21	View chart
Visa Com Cl A (V)	0.1	$279k	-28%	922.00	302.24	View chart
Advanced Micro Devices (AMD)	0.1	$266k	-20%	1.3k	203.43	View chart
Applovin Corp Com Cl A (APP)	0.1	$266k	+5%	668.00	398.00	View chart
Wal-Mart Stores (WMT)	0.1	$264k	-9%	2.1k	124.28	View chart
JPMorgan Chase & Co. (JPM)	0.1	$253k	-12%	861.00	294.16	View chart
Nio Spon Ads (NIO)	0.0	$68k	NEW	11k	6.03	View chart
Geron Corporation (GERN)	0.0	$37k		25k	1.49	View chart

Past Filings by StoneCrest Wealth Management

SEC 13F filings are viewable for StoneCrest Wealth Management going back to 2023

StoneCrest Wealth Management 2026 Q1 filed April 8, 2026
StoneCrest Wealth Management 2025 Q4 filed Jan. 16, 2026
StoneCrest Wealth Management 2025 Q3 filed Oct. 23, 2025
StoneCrest Wealth Management 2025 Q2 filed July 15, 2025
StoneCrest Wealth Management 2025 Q1 filed April 11, 2025
StoneCrest Wealth Management 2024 Q4 filed Jan. 15, 2025
StoneCrest Wealth Management 2024 Q3 filed Oct. 8, 2024
StoneCrest Wealth Management 2024 Q2 filed July 15, 2024
StoneCrest Wealth Management 2024 Q1 filed April 22, 2024
StoneCrest Wealth Management 2023 Q4 filed Jan. 22, 2024

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