Tyler-Stone Wealth Management
Clone Performance
Sep 2023–Jan 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends. Captured split ratios restate closes onto one basis; only an unusable ratio can exclude earlier closes for that listing. It tracks 100% of reported value on average across 9 quarters.Tyler-Stone Wealth Management has stopped filing, so the simulation ends in Jan 2026 — where its last reported portfolio went stale — rather than trading that portfolio forward to today. Past performance does not predict future results.
Portfolio Concentration
219 tracked positions · as of Jun 30, 2025 · Δ vs Mar 31, 2025Portfolio Trend
Sector Breakdown
As of Jun 30, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 48.6% | $293,869,936 |
| Technology | 20.8% | $125,542,601 |
| Financial Services | 8.7% | $52,337,097 |
| Industrials | 4.7% | $28,507,718 |
| Communication Services | 4.5% | $26,931,507 |
| Consumer Defensive | 3.5% | $21,086,063 |
| Consumer Cyclical | 3.3% | $19,787,597 |
| Energy | 2.4% | $14,734,832 |
| Healthcare | 1.6% | $9,923,473 |
| Real Estate | 0.7% | $4,134,989 |
| Utilities | 0.7% | $4,109,367 |
| Basic Materials | 0.5% | $3,182,651 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BSCA | Invesco BulletShares 2036 Corporate Bond ETF | +86,377 | 614,319 | $13,639,815 | |
| FLO | Flowers Foods Inc | +41,780 | 110,480 | $1,765,470 | |
| AAPY | Kurv Yield Premium Strategy Apple (AAPL) ETF | +28,730 | 196,455 | $10,217,624 | |
| FNDA | Schwab Fundamental U.S. Small Company ETF | +23,788 | 125,670 | $3,300,191 | |
| AGGY | WisdomTree Yield Enhanced U.S. Aggregate Bond Fund | +21,976 | 386,447 | $29,771,500 | |
| TACN | T. Rowe Price Active Core International Equity ETF | +14,054 | 84,330 | $2,775,214 | |
| GOOGL | Alphabet Inc. | +13,085 | 107,203 | $18,971,075 | |
| CGGR | Capital Group Growth ETF | +10,206 | 62,804 | $2,552,982 | |
| FE | Firstenergy Corp | +10,010 | 32,427 | $1,305,511 | |
| ET | Energy Transfer LP | +9,948 | 46,685 | $846,399 | |
| VZ | Verizon Communications Inc | +9,792 | 26,618 | $1,151,760 | |
| XOM | ExxonMobil Holdings Corp | +8,779 | 71,091 | $7,663,609 | |
| ACIO | Aptus Collared Investment Opportunity ETF | +8,500 | 22,700 | $736,388 | |
| BWX | State Street SPDR Bloomberg International Treasury Bond ETF | +7,074 | 130,785 | $8,525,204 | |
| BAC | Bank Of America Corp /De/ | +6,688 | 73,285 | $3,467,846 | |
| CGDV | Capital Group Dividend Value ETF | +6,309 | 27,958 | $1,104,061 | |
| SOUN | Soundhound Ai, Inc. | +5,510 | 32,190 | $345,398 | |
| BBAG | JPMorgan BetaBuilders U.S. Aggregate Bond ETF | +5,122 | 804,908 | $47,805,699 | |
| SLV | iShares Silver Trust | +4,400 | 31,200 | $1,023,672 | |
| XLBI | State Street Materials Select Sector SPDR Premium Income ETF | +3,482 | 85,723 | $5,957,721 | |
| BAB | Invesco Taxable Municipal Bond ETF | +3,312 | 18,885 | $1,375,205 | |
| KEY | Keycorp /New/ | +3,123 | 180,984 | $3,152,741 | |
| CGBL | Capital Group Core Balanced ETF | +2,770 | 20,990 | $701,905 | |
| CGIE | Capital Group International Equity ETF | +2,620 | 32,586 | $1,072,731 | |
| BIV | Vanguard Intermediate-Term Bond ETF | +2,563 | 5,526 | $427,380 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AFGR | First Trust Active Factor Large Cap Growth ETF | −41,524 | 374,164 | $11,357,886 | |
| PLTR | Palantir Technologies Inc. | −34,137 | 137,993 | $18,811,205 | |
| KMI | Kinder Morgan, Inc. | −31,428 | 73,489 | $2,160,576 | |
| UPST | Upstart Holdings, Inc. | −15,200 | 39,634 | $2,563,527 | |
| NVDA | Nvidia Corp | −14,932 | 304,913 | $48,173,204 | |
| ABI | VictoryShares Pioneer Asset-Based Income ETF | −9,828 | 6,502 | $948,973 | |
| EAF | Graftech International Ltd | −8,000 | 66,100 | $64,315 | |
| KVUE | Kenvue Inc. | −7,100 | 37,800 | $791,154 | |
| POET | Poet Technologies Inc. | −6,200 | 343,600 | $1,790,156 | |
| ARDX | Ardelyx, Inc. | −6,000 | 84,850 | $332,612 | |
| UBER | Uber Technologies, Inc | −5,430 | 42,405 | $3,956,386 | |
| VTRS | Viatris Inc | −4,116 | 36,111 | $322,471 | |
| AAAP | Pacer Barings CLO Market Flex ETF | −3,662 | 69,799 | $3,680,527 | |
| T | At&T Inc. | −3,156 | 45,447 | $1,315,236 | |
| LRCX | Lam Research Corp | −3,148 | 4,432 | $431,410 | |
| ACYN | FT Vest Laddered Autocallable Barrier & Income ETF | −3,098 | 55,725 | $4,672,246 | |
| CVS | CVS HEALTH Corp | −2,972 | 3,945 | $272,126 | |
| NTR | Nutrien Ltd. | −2,950 | 21,270 | $1,238,764 | |
| MU | Micron Technology Inc | −2,399 | 6,013 | $741,102 | |
| MO | Altria Group, Inc. | −2,321 | 78,130 | $4,580,761 | |
| ECNS | iShares MSCI China Small-Cap ETF | −2,065 | 5,463 | $545,841 | |
| GBIL | Goldman Sachs Access Treasury 0-1 Year ETF | −1,794 | 31,714 | $2,515,299 | |
| AFK | VanEck Africa Index ETF | −1,793 | 81,386 | $3,541,498 | |
| PFE | Pfizer Inc | −1,681 | 64,772 | $1,570,073 | |
| AMD | Advanced Micro Devices Inc | −1,522 | 10,045 | $1,425,385 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CVY | Invesco Zacks Multi-Asset Income ETF | 21,720 | $1,547,767 | |
| KGS | Kodiak Gas Services, Inc. | 31,168 | $1,068,127 | |
| AMAT | Applied Materials Inc /De | 4,765 | $872,328 | |
| TEM | Tempus AI, Inc. | 8,800 | $559,152 | |
| MKL | Markel Group Inc. | 240 | $479,366 | |
| ASML | Asml Holding NV | 438 | $351,008 | |
| COIN | Coinbase Global, Inc. | 1,000 | $350,490 | |
| AXON | Axon Enterprise, Inc. | 360 | $298,058 | |
| CCJ | Cameco Corp | 3,764 | $279,401 | |
| PNC | Pnc Financial Services Group, Inc. | 1,267 | $236,194 | |
| MELI | Mercadolibre Inc | 86 | $224,772 | |
| IBIT | iShares Bitcoin Trust ETF | 3,648 | $223,294 | |
| BWXT | BWX Technologies, Inc. | 1,500 | $216,090 | |
| DYTA | SGI Dynamic Tactical ETF | 3,176 | $204,883 | |
| SBUX | Starbucks Corp | 2,208 | $202,319 | |
| PLGO | Pelagos Insurance Capital Ltd | 11,750 | $194,815 | |
| TROX | Tronox Holdings plc | 36,400 | $184,548 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SMCI | Super Micro Computer, Inc. | 27,400 | $938,176 | |
| PYPL | PayPal Holdings, Inc. | 3,909 | $255,062 | |
| GBTC | Grayscale Bitcoin Trust ETF | 3,768 | $245,560 | |
| ASHR | Xtrackers Harvest CSI 300 China A-Shares ETF | 4,725 | $238,281 | |
| TMUS | T-Mobile US, Inc. | 812 | $216,568 | |
| VEU | Vanguard FTSE All-World Ex-US ETF | 3,050 | $214,140 | |
| BA | Boeing Co | 1,237 | $210,970 | |
| AEP | American Electric Power Co Inc | 1,866 | $203,897 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAXJ |
iShares MSCI All Country Asia ex Japan ETF
|
Reduced | 437,006 | $64,083,592 | 10.61% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 304,913 | $48,173,204 | 7.97% | |
| BBAG |
JPMorgan BetaBuilders U.S. Aggregate Bond ETF
|
Added | 804,908 | $47,805,699 | 7.91% | |
| AGGY |
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
|
Added | 386,447 | $29,771,500 | 4.93% | |
| AAPL |
Apple Inc.
Technology
|
Added | 111,121 | $22,798,695 | 3.77% | |
| PH |
Parker-Hannifin Corp
Industrials
|
Added | 27,779 | $19,402,798 | 3.21% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 107,203 | $18,971,075 | 3.14% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Reduced | 137,993 | $18,811,205 | 3.11% | |
| BSCA |
Invesco BulletShares 2036 Corporate Bond ETF
|
Added | 614,319 | $13,639,815 | 2.26% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 23,497 | $11,687,642 | 1.93% | |
| VB |
Vanguard Morningstar Small-Cap ETF
|
Added | 42,961 | $11,399,115 | 1.89% | |
| AFGR |
First Trust Active Factor Large Cap Growth ETF
|
Reduced | 374,164 | $11,357,886 | 1.88% | |
| AAPY |
Kurv Yield Premium Strategy Apple (AAPL) ETF
|
Added | 196,455 | $10,217,624 | 1.69% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 45,332 | $9,945,387 | 1.65% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 18,581 | $9,026,092 | 1.49% | |
| BWX |
State Street SPDR Bloomberg International Treasury Bond ETF
|
Added | 130,785 | $8,525,204 | 1.41% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 13,786 | $8,517,680 | 1.41% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Added | 43,087 | $7,847,435 | 1.30% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 71,091 | $7,663,609 | 1.27% | |
| AIRR |
First Trust RBA American Industrial Renaissance ETF
|
Added | 136,577 | $7,278,263 | 1.20% | |
| BX |
Blackstone Inc.
Financial Services
|
Reduced | 48,420 | $7,242,663 | 1.20% | |
| V |
Visa Inc.
Financial Services
|
Added | 16,793 | $5,962,354 | 0.99% | |
| XLBI |
State Street Materials Select Sector SPDR Premium Income ETF
|
Added | 85,723 | $5,957,721 | 0.99% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 8,998 | $4,963,656 | 0.82% | |
| GLD |
Spdr Gold Trust
|
Added | 15,925 | $4,854,417 | 0.80% | |
| ACYN |
FT Vest Laddered Autocallable Barrier & Income ETF
|
Reduced | 55,725 | $4,672,246 | 0.77% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Reduced | 78,130 | $4,580,761 | 0.76% | |
| CAAA |
First Trust AAA CMBS ETF
|
Reduced | 103,336 | $4,428,511 | 0.73% | |
| UBER |
Uber Technologies, Inc
Technology
|
Reduced | 42,405 | $3,956,386 | 0.65% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 5,159 | $3,807,806 | 0.63% | |
| AAAP |
Pacer Barings CLO Market Flex ETF
|
Reduced | 69,799 | $3,680,527 | 0.61% | |
| AFK |
VanEck Africa Index ETF
|
Reduced | 81,386 | $3,541,498 | 0.59% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 73,285 | $3,467,846 | 0.57% | |
| EDV |
Vanguard World Funds Extended Duration ETF
|
Added | 21,421 | $3,325,243 | 0.55% | |
| FNDA |
Schwab Fundamental U.S. Small Company ETF
|
Added | 125,670 | $3,300,191 | 0.55% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 10,277 | $3,264,591 | 0.54% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 10,908 | $3,162,338 | 0.52% | |
| KEY |
Keycorp /New/
Financial Services
|
Added | 180,984 | $3,152,741 | 0.52% | |
| EFU |
ProShares Trust UltraShort MSCI EAFE
|
Added | 58,719 | $2,956,501 | 0.49% | |
| TACN |
T. Rowe Price Active Core International Equity ETF
|
Added | 84,330 | $2,775,214 | 0.46% | |
| UPST |
Upstart Holdings, Inc.
Financial Services
|
Reduced | 39,634 | $2,563,527 | 0.42% | |
| CGGR |
Capital Group Growth ETF
|
Added | 62,804 | $2,552,982 | 0.42% | |
| GBIL |
Goldman Sachs Access Treasury 0-1 Year ETF
|
Reduced | 31,714 | $2,515,299 | 0.42% | |
| KMI |
Kinder Morgan, Inc.
Energy
|
Reduced | 73,489 | $2,160,576 | 0.36% | |
| FBCG |
Fidelity Blue Chip Growth ETF
|
Reduced | 33,877 | $2,127,475 | 0.35% | |
| FAB |
First Trust Multi Cap Value AlphaDEX Fund
|
Reduced | 17,027 | $2,086,252 | 0.35% | |
| ETN |
Eaton Corp plc
Industrials
|
Added | 5,626 | $2,008,425 | 0.33% | |
| AON |
Aon plc
Financial Services
|
Added | 5,491 | $1,958,969 | 0.32% | |
| IRM |
Iron Mountain Inc
Real Estate
|
Added | 18,607 | $1,908,519 | 0.32% | |
| IVZ |
Invesco Ltd.
Financial Services
|
Added | 26,864 | $1,893,129 | 0.31% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.