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STACKSTONE WEALTH, LLC
First-quarter filer. This entity has filed one 13F so far (1 quarter). Position-level "NEW" / "SOLD" annotations and turnover comparisons require ≥2 quarters of history and will appear after the next filing. If this is a known corporate restructure (e.g. Vanguard Group → subsidiaries), prior history may live under a different CIK.
Q3 2026 · Filed 2026-10-19
Market Value
$1.0B
Holdings
322
New Purchases
322
Added To
0
Closed
0
Reduced
0
Top 10 Concentration
22.7%
Turnover
100.0%
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 57 | $391M | 38.5% |
| Large Cap | 207 | $513M | 50.6% |
| Mid Cap | 42 | $74M | 7.3% |
| Small Cap | 15 | $37M | 3.6% |
| Micro Cap | 1 | $290K | 0.0% |
Portfolio Analytics
Avg Market Cap
$200.9B
Median Market Cap
$55.2B
Avg P/E
29.9
Median P/E
23.3
Avg Dividend Yield
0.02%
Avg Beta
0.97
# Stocks
235
# ETFs / Funds
87
Top Holdings (322 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | MSFT | 4.53% | 89,501 | $46M | $512.90 | — | — | — | |
| 2 | NVDA | 2.66% | 118,047 | $27M | $228.38 | — | — | — | |
| 3 | GLD | 2.46% | 65,648 | $25M | $380.84 | — | — | — | |
| 4 | GOOGL | 2.32% | 68,261 | $23M | $344.08 | — | — | — | |
| 5 | AVGO | 2.13% | 61,430 | $22M | $351.19 | — | — | — | |
| 6 | SPHQ | 1.84% | 222,226 | $19M | $84.08 | — | — | — | |
| 7 | VLU | 1.71% | 72,513 | $17M | $238.99 | — | — | — | |
| 8 | T | 1.68% | 699,016 | $17M | $24.40 | — | — | — | |
| 9 | CVX | 1.68% | 83,267 | $17M | $204.21 | — | — | — | |
| 10 | XOM | 1.67% | 104,257 | $17M | $162.75 | — | — | — | |
| 11 | WMT | 1.66% | 162,365 | $17M | $103.92 | — | — | — | |
| 12 | SCCO | 1.63% | 81,776 | $17M | $202.64 | — | — | — | |
| 13 | DE | 1.57% | 23,747 | $16M | $671.55 | — | — | — | |
| 14 | JNJ | 1.57% | 60,082 | $16M | $264.74 | — | — | — | |
| 15 | VZ | 1.53% | 339,117 | $16M | $45.87 | — | — | — | |
| 16 | TSM | 1.38% | 30,697 | $14M | $456.19 | — | — | — | |
| 17 | CEG | 1.34% | 53,417 | $14M | $254.02 | — | — | — | |
| 18 | SO | 1.33% | 162,642 | $13M | $82.89 | — | — | — | |
| 19 | GLW | 1.31% | 86,249 | $13M | $153.76 | — | — | — | |
| 20 | SPY | 1.28% | 16,960 | $13M | $762.63 | — | — | — | |
| 21 | IBM | 1.25% | 57,733 | $13M | $219.93 | — | — | — | |
| 22 | MGC | 1.14% | 41,102 | $12M | $282.31 | — | — | — | |
| 23 | JPM | 1.14% | 35,044 | $12M | $330.83 | — | — | — | |
| 24 | GS | 1.09% | 12,232 | $11M | $900.37 | — | — | — | |
| 25 | NEE | 1.06% | 142,450 | $11M | $75.74 | — | — | — | |
| 26 | MU | 0.98% | 9,339 | $10M | $1,065.11 | — | — | — | |
| 27 | HFXI | 0.97% | 263,489 | $10M | $37.17 | — | — | — | |
| 28 | KO | 0.95% | 111,434 | $10M | $86.08 | — | — | — | |
| 29 | PLD | 0.94% | 73,510 | $10M | $129.84 | — | — | — | |
| 30 | ENB | 0.89% | 193,931 | $9M | $46.49 | — | — | — | |
| 31 | FANG | 0.84% | 46,513 | $9M | $183.81 | — | — | — | |
| 32 | LRCX | 0.84% | 25,876 | $9M | $328.51 | — | — | — | |
| 33 | V | 0.84% | 23,655 | $9M | $359.33 | — | — | — | |
| 34 | MS | 0.79% | 42,377 | $8M | $188.08 | — | — | — | |
| 35 | TDIV | 0.78% | 70,391 | $8M | $112.82 | — | — | — | |
| 36 | C | 0.77% | 60,664 | $8M | $129.48 | — | — | — | |
| 37 | EOG | 0.77% | 56,686 | $8M | $137.76 | — | — | — | |
| 38 | IVW | 0.77% | 54,881 | $8M | $142.26 | — | — | — | |
| 39 | META | 0.76% | 10,595 | $8M | $725.18 | — | — | — | |
| 40 | SPHY | 0.76% | 339,816 | $8M | $22.59 | — | — | — | |
| 41 | HONIV | 0.72% | 34,409 | $7M | $210.94 | — | — | — | |
| 42 | MA | 0.71% | 13,057 | $7M | $551.47 | — | — | — | |
| 43 | VGT | 0.64% | 51,813 | $7M | $125.67 | — | — | — | |
| 44 | LLY | 0.58% | 5,112 | $6M | $1,157.08 | — | — | — | |
| 45 | MRK | 0.58% | 40,283 | $6M | $145.31 | — | — | — | |
| 46 | IEFA | 0.57% | 59,529 | $6M | $96.88 | — | — | — | |
| 47 | MSI | 0.56% | 12,780 | $6M | $445.97 | — | — | — | |
| 48 | IVE | 0.55% | 24,294 | $6M | $228.28 | — | — | — | |
| 49 | CSCO | 0.54% | 51,356 | $6M | $107.63 | — | — | — | |
| 50 | SCHD | 0.52% | 162,412 | $5M | $32.53 | — | — | — | |
| 51 | IJH | 0.48% | 67,227 | $5M | $71.95 | — | — | — | |
| 52 | IVV | 0.45% | 5,946 | $5M | $765.85 | — | — | — | |
| 53 | DGRW | 0.44% | 46,002 | $4M | $97.24 | — | — | — | |
| 54 | CRWV | 0.44% | 51,116 | $4M | $87.12 | — | — | — | |
| 55 | GOOG | 0.43% | 12,711 | $4M | $340.74 | — | — | — | |
| 56 | IJJ | 0.43% | 31,444 | $4M | $137.71 | — | — | — | |
| 57 | VCTR | 0.42% | 38,972 | $4M | $110.60 | — | — | — | |
| 58 | ASML | 0.41% | 2,306 | $4M | $1,811.67 | — | — | — | |
| 59 | CTAS | 0.40% | 20,712 | $4M | $195.06 | — | — | — | |
| 60 | FSLR | 0.39% | 22,602 | $4M | $175.16 | — | — | — | |
| 61 | WDC | 0.39% | 8,632 | $4M | $454.46 | — | — | — | |
| 62 | WAT | 0.39% | 8,893 | $4M | $439.39 | — | — | — | |
| 63 | DVY | 0.38% | 25,524 | $4M | $152.07 | — | — | — | |
| 64 | IGLB | 0.38% | 84,857 | $4M | $45.66 | — | — | — | |
| 65 | SMH | 0.38% | 6,362 | $4M | $609.00 | — | — | — | |
| 66 | XLK | 0.38% | 19,543 | $4M | $195.75 | — | — | — | |
| 67 | EFAV | 0.37% | 41,501 | $4M | $91.12 | — | — | — | |
| 68 | HYMB | 0.37% | 159,446 | $4M | $23.47 | — | — | — | |
| 69 | FFIV | 0.36% | 8,142 | $4M | $445.18 | — | — | — | |
| 70 | KLAC | 0.35% | 17,953 | $3M | $194.93 | — | — | — | |
| 71 | URI | 0.34% | 3,483 | $3M | $1,000.78 | — | — | — | |
| 72 | TMO | 0.34% | 5,090 | $3M | $675.05 | — | — | — | |
| 73 | VYM | 0.33% | 21,680 | $3M | $155.20 | — | — | — | |
| 74 | GE | 0.33% | 10,708 | $3M | $312.29 | — | — | — | |
| 75 | MEDP | 0.33% | 5,338 | $3M | $624.18 | — | — | — | |
| 76 | EXEL | 0.33% | 56,643 | $3M | $58.41 | — | — | — | |
| 77 | NDAQ | 0.32% | 35,507 | $3M | $92.01 | — | — | — | |
| 78 | VWO | 0.32% | 54,782 | $3M | $59.31 | — | — | — | |
| 79 | BBVA | 0.32% | 115,304 | $3M | $27.87 | — | — | — | |
| 80 | IEMG | 0.32% | 39,386 | $3M | $81.16 | — | — | — | |
| 81 | IBKR | 0.31% | 37,347 | $3M | $85.42 | — | — | — | |
| 82 | GRMN | 0.31% | 11,111 | $3M | $286.84 | — | — | — | |
| 83 | NDSN | 0.31% | 9,545 | $3M | $327.85 | — | — | — | |
| 84 | SCHW | 0.31% | 31,659 | $3M | $97.74 | — | — | — | |
| 85 | RACE | 0.30% | 7,786 | $3M | $392.85 | — | — | — | |
| 86 | PSA | 0.30% | 10,779 | $3M | $282.84 | — | — | — | |
| 87 | MNST | 0.30% | 72,946 | $3M | $41.62 | — | — | — | |
| 88 | TJX | 0.30% | 22,900 | $3M | $132.31 | — | — | — | |
| 89 | CR | 0.29% | 14,624 | $3M | $204.02 | — | — | — | |
| 90 | MRSH | 0.29% | 17,466 | $3M | $170.73 | — | — | — | |
| 91 | COST | 0.29% | 3,228 | $3M | $910.35 | — | — | — | |
| 92 | SPG | 0.29% | 14,477 | $3M | $200.77 | — | — | — | |
| 93 | RMBS | 0.29% | 27,151 | $3M | $106.76 | — | — | — | |
| 94 | JEPQ | 0.29% | 47,293 | $3M | $61.26 | — | — | — | |
| 95 | RMD | 0.29% | 13,089 | $3M | $221.10 | — | — | — | |
| 96 | PH | 0.28% | 3,021 | $3M | $955.43 | — | — | — | |
| 97 | AON | 0.28% | 10,392 | $3M | $276.77 | — | — | — | |
| 98 | SPYM | 0.28% | 32,003 | $3M | $89.76 | — | — | — | |
| 99 | LAUR | 0.28% | 74,308 | $3M | $38.16 | — | — | — | |
| 100 | IDCC | 0.27% | 8,379 | $3M | $326.07 | — | — | — |