DOSSIER · 13F-HR · Q3 2026

STACKSTONE WEALTH, LLC

$1.0B in tracked AUM across 323 positions as of Q3 2026.

SW
CIK 0002153379 · last filed Sep 30, 2026
Total AUM
$1.0B
as of Q3 2026
Holdings
323
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

STACKSTONE WEALTH, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
MSFT
MICROSOFT CORP
$46M90K4.5%
02
NVDA
NVIDIA CORPORATION
$27M118K2.7%
03
GLD
SPDR GOLD TR
$25M66K2.5%
04
GOOGL
ALPHABET INC
$23M68K2.3%
05
AVGO
BROADCOM INC
$22M61K2.1%
06
SPHQ
INVESCO EXCHANGE TRADED FD T
$19M222K1.8%
07
VLU
SPDR SERIES TRUST
$17M73K1.7%
08
T
AT&T INC
$17M699K1.7%
09
CVX
CHEVRON CORPORATION
$17M83K1.7%
10
XOM
EXXONMOBIL HOLDINGS CORP
$17M104K1.7%

Filing history

2026Q3Sep 30
$1.0B—
323 positionsView →