Tyler-Stone Wealth Management

CIK

1912584

Location

BEACHWOOD, OH

Portfolio Value

Small $335,875,980

Diversification

Diversified

Filing Date

Global Rank

#3,164 / 8,063 ▲ 83 · as of Jun 2025

Top Industry

Semiconductors 18.0%

3Y Alpha vs SPY

+45.3%

Period ended 1 year ago

Filed Aug 18, 2025 · 1y

14 quarters · since Dec 2021

Clone Performance

Sep 2023–Jan 2026 · vs SPY

Hypothetical 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.

Cloned portfolio

+228.6%

SPY

+55.5%

Annualised alpha

+45.3%

Max drawdown

−21.6%

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

175 tracked positions · as of Jun 30, 2025 · Δ vs Mar 31, 2025

Top Position

14.3%

+2.5 pts

Top 5

38.2%

+2.2 pts

Top 10

52.2%

+1.6 pts

HHI

424

Diversified+47

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2025

Sector	% Portfolio	Value	Positions
Technology	37.4%	$125,542,601	30
Financial Services	14.5%	$48,587,243	29
Unclassified	8.7%	$29,347,939	19
Industrials	8.5%	$28,507,718	16
Communication Services	8.0%	$26,931,507	7
Consumer Defensive	6.3%	$21,086,063	14
Consumer Cyclical	5.9%	$19,787,597	16
Energy	4.4%	$14,734,832	9
Healthcare	3.0%	$9,923,473	17
Real Estate	1.2%	$4,134,989	5
Utilities	1.2%	$4,109,367	7
Basic Materials	0.9%	$3,182,651	6

Last Quarter's Activity

Export CSV

Jun 30, 2025 vs Mar 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
FLO	Flowers Foods Inc	+41,780	110,480	$1,765,470
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
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
SLV	iShares Silver Trust	+4,400	31,200	$1,023,672
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
BXMT	Blackstone Mortgage Trust, Inc.	+2,400	24,638	$474,281
CGUS	Capital Group Core Equity ETF	+2,175	16,282	$601,294
BDJ	BlackRock Enhanced Equity Dividend Trust	+2,041	68,125	$605,631
F	Ford Motor Co	+1,977	30,148	$327,105
AMZN	Amazon Com Inc	+1,542	45,332	$9,945,387
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+1,359	6,503	$1,472,864
UAA	Under Armour, Inc.	+1,200	13,100	$85,019
CEG	Constellation Energy Corp	+1,156	3,260	$1,052,197
VEA	Vanguard FTSE Developed Markets ETF	+1,154	5,863	$334,249
UL	Unilever PLC	+1,100	6,796	$415,711
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
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
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
T	At&T Inc.	−3,156	45,447	$1,315,236
LRCX	Lam Research Corp	−3,148	4,432	$431,410
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
PFE	Pfizer Inc	−1,681	64,772	$1,570,073
AMD	Advanced Micro Devices Inc	−1,522	10,045	$1,425,385
MRK	Merck & Co., Inc.	−1,521	3,147	$249,116
QCOM	Qualcomm Inc/De	−1,377	1,919	$305,619
CNXC	Concentrix Corp	−1,290	32,296	$1,707,005
SPY	Spdr S&P 500 ETF Trust	−1,206	13,786	$8,517,680
DD	DuPont de Nemours, Inc.	−1,200	4,020	$275,731
QQQ	Invesco Qqq Trust, Series 1	−837	8,998	$4,963,656
TGT	Target Corp	−762	2,227	$219,693
No positions match the current search.

New Positions

Positions the filer opened this quarter

15 positions

Ticker	Company	Shares	Value
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
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

6 positions

Ticker	Company	Shares	Value
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
TMUS	T-Mobile US, Inc.	812	$216,568
BA	Boeing Co	1,237	$210,970
AEP	American Electric Power Co Inc	1,866	$203,897
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

175 tracked positions · $335,875,980 total · filing declares 330 positions · $621,020,499 · as of Jun 30, 2025

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 175 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	304,913	-14,932	$48,173,204	+39.0%	14.34%
AAPL	Apple Inc. Technology	Added	111,121	+21	$22,798,695	−7.6%	6.79%
PH	Parker-Hannifin Corp Industrials	Added	27,779	+378	$19,402,798	+16.5%	5.78%
GOOGL	Alphabet Inc. Communication Services	Added	107,203	+13,085	$18,971,075	+29.5%	5.65%
PLTR	Palantir Technologies Inc. Technology	Reduced	137,993	-34,137	$18,811,205	+29.5%	5.60%
MSFT	Microsoft Corp Technology	Added	23,497	+625	$11,687,642	+36.1%	3.48%
AMZN	Amazon Com Inc Consumer Cyclical	Added	45,332	+1,542	$9,945,387	+19.4%	2.96%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	18,581	+404	$9,026,092	−6.8%	2.69%
SPY	Spdr S&P 500 ETF Trust	Reduced	13,786	-1,206	$8,517,680	+1.6%	2.54%
PM	Philip Morris International Inc. Consumer Defensive	Added	43,087	+299	$7,847,435	+15.5%	2.34%
XOM	ExxonMobil Holdings Corp Energy	Added	71,091	+8,779	$7,663,609	+3.4%	2.28%
BX	Blackstone Inc. Financial Services	Reduced	48,420	-762	$7,242,663	+5.4%	2.16%
V	Visa Inc. Financial Services	Added	16,793	+155	$5,962,354	+2.3%	1.78%
QQQ	Invesco Qqq Trust, Series 1	Reduced	8,998	-837	$4,963,656	+7.6%	1.48%
GLD	Spdr Gold Trust	Added	15,925	+269	$4,854,417	+7.6%	1.45%
MO	Altria Group, Inc. Consumer Defensive	Reduced	78,130	-2,321	$4,580,761	−5.1%	1.36%
UBER	Uber Technologies, Inc Technology	Reduced	42,405	-5,430	$3,956,386	+13.5%	1.18%
META	Meta Platforms, Inc. Communication Services	Added	5,159	+201	$3,807,806	+33.3%	1.13%
BAC	Bank Of America Corp /De/ Financial Services	Added	73,285	+6,688	$3,467,846	+24.8%	1.03%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	10,277	-303	$3,264,591	+19.1%	0.97%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	10,908	-372	$3,162,338	+14.3%	0.94%
KEY	Keycorp /New/ Financial Services	Added	180,984	+3,123	$3,152,741	+10.9%	0.94%
UPST	Upstart Holdings, Inc. Financial Services	Reduced	39,634	-15,200	$2,563,527	+1.6%	0.76%
CGGR	Capital Group Growth ETF	Added	62,804	+10,206	$2,552,982	+41.7%	0.76%
KMI	Kinder Morgan, Inc. Energy	Reduced	73,489	-31,428	$2,160,576	−27.8%	0.64%
ETN	Eaton Corp plc Industrials	Added	5,626	+323	$2,008,425	+39.3%	0.60%
AON	Aon plc Financial Services	Added	5,491	+250	$1,958,969	−6.3%	0.58%
IRM	Iron Mountain Inc Real Estate	Added	18,607	+184	$1,908,519	+20.4%	0.57%
POET	Poet Technologies Inc. Technology	Reduced	343,600	-6,200	$1,790,156	+35.4%	0.53%
FLO	Flowers Foods Inc Consumer Defensive	Added	110,480	+41,780	$1,765,470	+35.2%	0.53%
CNXC	Concentrix Corp Technology	Reduced	32,296	-1,290	$1,707,005	−8.7%	0.51%
CRWD	CrowdStrike Holdings, Inc. Technology	Reduced	3,122	-2	$1,590,065	+44.4%	0.47%
PFE	Pfizer Inc Healthcare	Reduced	64,772	-1,681	$1,570,073	−6.8%	0.47%
LLY	ELI LILLY & Co Healthcare	Added	1,988	+6	$1,549,705	−5.3%	0.46%
MA	Mastercard Inc Financial Services	Added	2,732	+119	$1,535,220	+7.2%	0.46%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	6,503	+1,359	$1,472,864	+72.5%	0.44%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	4,958	-4	$1,448,578	−6.5%	0.43%
AMD	Advanced Micro Devices Inc Technology	Reduced	10,045	-1,522	$1,425,385	+19.9%	0.42%
PGR	Progressive Corp/Oh/ Financial Services	Reduced	5,301	-3	$1,414,624	−5.8%	0.42%
AIG	American International Group, Inc. Financial Services	Added	15,770	+120	$1,349,754	−0.8%	0.40%
T	At&T Inc. Communication Services	Reduced	45,447	-3,156	$1,315,236	−4.3%	0.39%
FE	Firstenergy Corp Utilities	Added	32,427	+10,010	$1,305,511	+44.1%	0.39%
SNOW	Snowflake Inc. Technology	Added	5,724	+70	$1,280,859	+55.0%	0.38%
NTR	Nutrien Ltd. Basic Materials	Reduced	21,270	-2,950	$1,238,764	+3.0%	0.37%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,249	+34	$1,236,435	+7.6%	0.37%
SLF	Sun Life Financial Inc Financial Services	Held	17,454	0	$1,159,818	+16.0%	0.35%
VZ	Verizon Communications Inc Communication Services	Added	26,618	+9,792	$1,151,760	+50.9%	0.34%
CGDV	Capital Group Dividend Value ETF	Added	27,958	+6,309	$1,104,061	+43.1%	0.33%
CGIE	Capital Group International Equity ETF	Added	32,586	+2,620	$1,072,731	+22.1%	0.32%
KGS	Kodiak Gas Services, Inc. Energy	NEW	31,168	NEW	$1,068,127	NEW	0.32%

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.