13F Insight
DOSSIER · 13F-HR · Q2 2025

Tyler-Stone Wealth Management

$621M in tracked AUM across 330 positions as of Q2 2025.

TW
CIK 0001912584 · last filed Jun 30, 2025
Total AUM
$621M
as of Q2 2025
Holdings
330
—
positions
Whale Score
40
40
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2025

Tyler-Stone Wealth Management filed its latest 13F-HR for Q2 2025. See the latest holdings and position changes below.

Quarter at a glance — Q2 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2025.

#HoldingValueSharesWeight
Loading holdings…

Filing history

2025Q2Jun 30
$621M▲ 11.4%
330 positionsLocked2025Q1Mar 31
$557M▼ 0.9%
318 positionsLocked2024Q4Dec 31
$562M▲ 6.2%
322 positionsLocked2024Q3Sep 30
$530M▲ 117.6%
319 positionsLocked2024Q2Jun 30
$243M▲ 7.7%
979 positionsLocked2024Q1Mar 31
$226M▲ 13.1%
987 positionsLocked2023Q4Dec 31
$200M▲ 13.9%
954 positionsLocked2023Q3Sep 30
$175M▼ 1.0%
958 positionsLocked2023Q2Jun 30
$177M▲ 120350.7%
935 positionsLocked2022Q4Dec 31
$147K▲ 12.1%
915 positionsLocked2022Q3Sep 30
$131K▼ 12.6%
909 positionsLocked2022Q2Jun 30
$150K▼ 17.5%
909 positionsLocked
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