StoneCrest Wealth Management

StoneCrest Wealth Management as of March 31, 2026

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