13F Insight
DOSSIER · 13F-HR · Q2 2026

StoneCrest Wealth Management, Inc.

$313M in tracked AUM across 73 positions as of Q2 2026.

SW
CIK 0002008409 · last filed Jun 30, 2026
Total AUM
$313M
as of Q2 2026
Holdings
73
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

StoneCrest Wealth Management, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
QQQM
INVESCO EXCH TRADED FD TR II
$21M70K6.7%02
SPMO
INVESCO EXCH TRADED FD TR II
$16M102K5.2%03
IDMO
INVESCO EXCH TRADED FD TR II
$14M224K4.3%04
NVDA
NVIDIA CORPORATION
$13M65K4.1%05
MU
MICRON TECHNOLOGY INC
$12M10K3.8%06
SPYM
SPDR SERIES TRUST
$10M117K3.3%07
PVAL
PUTNAM ETF TRUST
$10M198K3.2%08
BKDV
BNY MELLON ETF TRUST II
$10M294K3.1%09
SMH
VANECK ETF TRUST
$10M15K3.1%10
SEIV
SEI EXCHANGE TRADED FUNDS
$10M201K3.1%

Filing history

2026Q2Jun 30
$313M▲ 32.4%
73 positionsView →2026Q1Mar 31
$236M▼ 4.6%
73 positionsView →2025Q4Dec 31
$248M▲ 53.8%
71 positionsView →2025Q3Sep 30
$161M▼ 23.2%
50 positionsView →2025Q2Jun 30
$210M▲ 90.2%
71 positionsLocked2025Q1Mar 31
$110M▼ 28.0%
46 positionsLocked2024Q4Dec 31
$153M▲ 11.4%
63 positionsLocked2024Q3Sep 30
$137M▲ 4.9%
60 positionsLocked2024Q2Jun 30
$131M▲ 13.3%
54 positionsLocked2024Q1Mar 31
$116M▲ 10.8%
54 positionsLocked2023Q4Dec 31
$104M—
50 positionsLocked