StoneCrest Wealth Management

StoneCrest Wealth Management as of Dec. 31, 2025

Portfolio Holdings for StoneCrest Wealth Management

StoneCrest Wealth Management holds 71 positions in its portfolio as reported in the December 2025 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) 7.2 $18M 71k 252.92
NVIDIA Corporation (NVDA) 6.0 $15M 80k 186.50
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) 5.0 $12M 222k 55.57
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 4.4 $11M 91k 119.32
Spdr Series Trust State Street Spd (SPYM) 4.1 $10M 128k 80.22
Putnam Etf Trust Focused Lar Cap (PVAL) 3.7 $9.3M 204k 45.57
Bny Mellon Etf Trust Ii Dynamic Value (BKDV) 3.5 $8.6M 298k 29.02
First Tr Exchange Traded Risng Divd Achiv (RDVY) 3.3 $8.1M 117k 69.47
Alphabet Cap Stk Cl A (GOOGL) 3.1 $7.8M 25k 313.00
Vaneck Etf Trust Semiconductr Etf (SMH) 2.9 $7.3M 20k 360.13
Eli Lilly & Co. (LLY) 2.9 $7.1M 6.6k 1074.68
Amazon (AMZN) 2.8 $7.0M 30k 230.82
Microsoft Corporation (MSFT) 2.6 $6.6M 14k 483.62
Meta Platforms Cl A (META) 2.4 $6.0M 9.1k 660.09
Neos Etf Trust Nasdaq 100 High (QQQI) 2.3 $5.7M 106k 53.86
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 2.2 $5.6M 78k 71.45
Ab Active Etfs Disruptors Etf (FWD) 2.2 $5.5M 52k 104.41
Global X Fds Defense Tech Etf (SHLD) 2.2 $5.3M 83k 64.79
Vaneck Etf Trust Uranium And Nucl (NLR) 2.1 $5.2M 42k 124.20
Blackrock Etf Trust Ishares A I Inno (BAI) 2.0 $5.0M 151k 33.30
Ishares Tr Expanded Tech (IGV) 2.0 $5.0M 47k 105.69
Neos Etf Trust Neos S&p 500 Hi (SPYI) 2.0 $4.9M 93k 52.53
First Tr Exchange-traded Ft Vest Ris (RDVI) 1.9 $4.7M 179k 26.24
Janus Detroit Str Tr Henderson Securi (JSI) 1.7 $4.3M 82k 52.06
Ishares Tr S&p 500 Grwt Etf (IVW) 1.6 $4.0M 33k 123.26
Pimco Etf Tr Multisector Bd (PYLD) 1.6 $4.0M 151k 26.68
Capital Group Equity Etf Tr Us Small And Mid (CGMM) 1.6 $4.0M 137k 28.84
Crowdstrike Hldgs Cl A (CRWD) 1.5 $3.6M 7.8k 468.76
Pacer Fds Tr Us Lrg Cp Cash (COWG) 1.2 $2.9M 81k 35.21
Ishares Tr Ultra Short Dur (ICSH) 1.1 $2.8M 55k 50.58
Palo Alto Networks (PANW) 1.1 $2.7M 15k 184.20
Scholar Rock Hldg Corp (SRRK) 1.0 $2.5M 59k 42.27
Ishares Tr Core S&p500 Etf (IVV) 1.0 $2.4M 3.6k 684.94
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.9 $2.3M 46k 50.59
Select Sector Spdr Tr State Street Hea (XLVI) 0.9 $2.3M 87k 26.43
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) 0.8 $2.1M 106k 19.39
Reddit Cl A (RDDT) 0.7 $1.6M 7.0k 229.87
Vertiv Holdings Com Cl A (VRT) 0.6 $1.6M 9.9k 162.01
Alphabet Cap Stk Cl C (GOOG) 0.6 $1.6M 5.0k 313.80
Shopify Cl A Sub Vtg Shs (SHOP) 0.6 $1.5M 9.6k 160.97
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.5 $1.3M 27k 50.43
Palantir Technologies Cl A (PLTR) 0.5 $1.3M 7.6k 177.75
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $1.3M 2.2k 614.31
Astera Labs (ALAB) 0.5 $1.3M 7.6k 166.36
Broadcom (AVGO) 0.5 $1.2M 3.6k 346.10
Nebius Group Shs Class A (NBIS) 0.4 $941k 11k 83.71
Uber Technologies (UBER) 0.4 $891k 11k 81.71
Apple (AAPL) 0.3 $865k 3.2k 271.86
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.3 $841k 6.4k 131.59
Oklo Com Cl A (OKLO) 0.3 $786k 11k 71.76
Miragen Therapeutics (VRDN) 0.3 $776k 25k 31.12
Ishares Tr Ishares Semicdtr (SOXX) 0.3 $762k 2.5k 301.15
Proshares Tr Ultrapro Qqq (TQQQ) 0.3 $702k 13k 52.72
Argenx Se Sponsored Adr (ARGX) 0.2 $614k 730.00 840.95
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $609k 893.00 681.92
Bloom Energy Corp Com Cl A (BE) 0.2 $604k 6.9k 86.89
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.2 $576k 5.7k 100.34
Oracle Corporation (ORCL) 0.2 $559k 2.9k 194.91
Vanguard Index Fds Growth Etf (VUG) 0.2 $530k 1.1k 487.86
Rubrik Cl A (RBRK) 0.2 $458k 6.0k 76.48
Visa Com Cl A (V) 0.2 $455k 1.3k 350.71
Costco Wholesale Corporation (COST) 0.2 $448k 519.00 862.34
Direxion Shs Etf Tr Dly Scond 3xbu (SOXL) 0.2 $431k 10k 42.03
Applovin Corp Com Cl A (APP) 0.2 $427k 634.00 673.82
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.2 $406k 8.0k 50.58
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $353k 1.2k 303.89
Advanced Micro Devices (AMD) 0.1 $352k 1.6k 214.16
JPMorgan Chase & Co. (JPM) 0.1 $317k 985.00 322.22
Tesla Motors (TSLA) 0.1 $267k 594.00 449.72
Wal-Mart Stores (WMT) 0.1 $262k 2.4k 111.41
Geron Corporation (GERN) 0.0 $33k 25k 1.32