StoneCrest Wealth Management, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 16, 2026, for the 2025 Q4 period, StoneCrest Wealth Management, Inc. held in its portfolio 71 assets valued at $247,790,636 (i.e. $247.79M).
The most valuable assets in the portfolio included: INVESCO EXCH TRADED FD TR II ($17.88M), NVIDIA CORPORATION ($14.89M), and INVESCO EXCH TRADED FD TR II ($12.35M).
The chart below shows the top 10 valuable assets, and the table below shows the top 71 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
StoneCrest Wealth Management, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| INVESCO EXCH TRADED FD TR II | 70684 | 17877397 | NASDAQ 100 ETF |
| NVIDIA CORPORATION | 79846 | 14891279 | COM |
| INVESCO EXCH TRADED FD TR II | 222178 | 12346431 | S&P INTL MOMNT |
| INVESCO EXCH TRADED FD TR II | 91204 | 10882461 | S&P 500 MOMNTM |
| SPDR SERIES TRUST | 127642 | 10239441 | STATE STREET SPD |
| PUTNAM ETF TRUST | 203474 | 9272310 | FOCUSED LAR CAP |
| BNY MELLON ETF TRUST II | 297668 | 8638325 | DYNAMIC VALUE |
| FIRST TR EXCHANGE TRADED FD | 116713 | 8108052 | RISNG DIVD ACHIV |
| ALPHABET INC | 24842 | 7775546 | CAP STK CL A |
| VANECK ETF TRUST | 20140 | 7253018 | SEMICONDUCTR ETF |
| ELI LILLY & CO | 6598 | 7090739 | COM |
| AMAZON COM INC | 30134 | 6955530 | COM |
| MICROSOFT CORP | 13567 | 6561273 | COM |
| META PLATFORMS INC | 9065 | 5983716 | CL A |
| NEOS ETF TRUST | 105812 | 5699034 | NASDAQ 100 HIGH |
| FIRST TR EXCHANGE TRADED FD | 77872 | 5563954 | NASDAQ CYB ETF |
| AB ACTIVE ETFS INC | 52204 | 5450620 | DISRUPTORS ETF |
| GLOBAL X FDS | 82498 | 5345045 | DEFENSE TECH ETF |
| VANECK ETF TRUST | 42248 | 5247202 | URANIUM AND NUCL |
| BLACKROCK ETF TRUST | 150972 | 5027368 | ISHARES A I INNO |
| ISHARES TR | 47250 | 4993853 | EXPANDED TECH |
| NEOS ETF TRUST | 92527 | 4860443 | NEOS S&P 500 HI |
| FIRST TR EXCHANGE-TRADED FD | 178814 | 4692079 | FT VEST RIS |
| JANUS DETROIT STR TR | 82091 | 4273657 | HENDERSON SECURI |
| ISHARES TR | 32721 | 4033190 | S&P 500 GRWT ETF |
| PIMCO ETF TR | 150994 | 4028520 | MULTISECTOR BD |
| CAPITAL GROUP EQUITY ETF TR | 137152 | 3955464 | US SMALL AND MID |
| CROWDSTRIKE HLDGS INC | 7780 | 3646953 | CL A |
| PACER FDS TR | 81315 | 2863101 | US LRG CP CASH |
| ISHARES TR | 55354 | 2799805 | ULTRA SHORT DUR |
| PALO ALTO NETWORKS INC | 14718 | 2711056 | COM |
| SCHOLAR ROCK HLDG CORP | 59003 | 2493992 | COM |
| ISHARES TR | 3551 | 2432222 | CORE S&P500 ETF |
| J P MORGAN EXCHANGE TRADED F | 46110 | 2332705 | ULTRA SHRT ETF |
| SELECT SECTOR SPDR TR | 86609 | 2289136 | STATE STREET HEA |
| FIRST TR EXCH TRADED FD III | 105883 | 2053071 | INSTL PFD SECS |
| REDDIT INC | 7016 | 1612768 | CL A |
| VERTIV HOLDINGS CO | 9888 | 1601955 | COM CL A |
| ALPHABET INC | 4959 | 1556134 | CAP STK CL C |
| SHOPIFY INC | 9613 | 1547405 | CL A SUB VTG SHS |
| PIMCO ETF TR | 26707 | 1346834 | SHTRM MUN BD ACT |
| PALANTIR TECHNOLOGIES INC | 7557 | 1343257 | CL A |
| INVESCO QQQ TR | 2174 | 1335510 | UNIT SER 1 |
| ASTERA LABS INC | 7600 | 1264336 | COM |
| BROADCOM INC | 3611 | 1249767 | COM |
| NEBIUS GROUP N.V. | 11247 | 941431 | SHS CLASS A |
| UBER TECHNOLOGIES INC | 10909 | 891374 | COM |
| APPLE INC | 3181 | 864787 | COM |
| ISHARES TR | 6393 | 841255 | S&P MC 400VL ETF |
| OKLO INC | 10958 | 786346 | COM CL A |
| VIRIDIAN THERAPEUTICS INC | 24920 | 775510 | COM |
| ISHARES TR | 2529 | 761608 | ISHARES SEMICDTR |
| PROSHARES TR | 13308 | 701598 | ULTRAPRO QQQ |
| ARGENX SE | 730 | 613894 | SPONSORED ADR |
| SPDR S&P 500 ETF TR | 893 | 608955 | TR UNIT |
| BLOOM ENERGY CORP | 6946 | 603538 | COM CL A |
| PIMCO ETF TR | 5736 | 575550 | ENHAN SHRT MA AC |
| ORACLE CORP | 2867 | 558807 | COM |
| VANGUARD INDEX FDS | 1087 | 530304 | GROWTH ETF |
| RUBRIK INC. | 5989 | 458039 | CL A |
| VISA INC | 1298 | 455222 | COM CL A |
| COSTCO WHSL CORP NEW | 519 | 447554 | COM |
| DIREXION SHS ETF TR | 10255 | 431018 | DLY SCOND 3XBU |
| APPLOVIN CORP | 634 | 427202 | COM CL A |
| JANUS DETROIT STR TR | 8026 | 405955 | HENDRSON AAA CL |
| TAIWAN SEMICONDUCTOR MFG LTD | 1163 | 353424 | SPONSORED ADS |
| ADVANCED MICRO DEVICES INC | 1643 | 351865 | COM |
| JPMORGAN CHASE & CO. | 985 | 317387 | COM |
| TESLA INC | 594 | 267134 | COM |
| WALMART INC | 2351 | 261925 | COM |
| GERON CORP | 25000 | 33000 | COM |
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