Tyler-Stone Wealth Management
Filing Date
Global Rank
#2,954
/ 8,137
▲ 13
· as of Jun 2025
Top Industry
Semiconductors
17.8%
Period ended 1 year ago
Filed Aug 18, 2025 · 1y
14 quarters · since Dec 2021
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Holder type
Unknown
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2025, never from the firm's own description.
Style
Diversified active
Top 10 weight 48.7%, 28.6 effective positions, active share 61.1% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests
Turnover
Low turnover
13.7% over the last four quarters (under 30%)
Horizon
Long horizon
Value-weighted holding period 13.2 quarters (12+)
Closest benchmark: every 13F filer's combined book, active share 61.1%; sector active share 36.8% against the combined 13F book's sector weights.
Over time 14 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
326 tracked positions · as of Jun 30, 2025 · Δ vs Mar 31, 2025Top Position
10.5%
−0.3 pts
Top 5
34.9%
−0.2 pts
Top 10
48.7%
+0.8 pts
HHI
350
Diversified+3
Portfolio Trend
14 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 49.0% | $298,557,827 |
| Technology | 20.6% | $125,542,601 |
| Financial Services | 8.6% | $52,337,097 |
| Industrials | 4.7% | $28,507,718 |
| Communication Services | 4.4% | $26,931,507 |
| Consumer Defensive | 3.5% | $21,086,479 |
| Consumer Cyclical | 3.3% | $19,787,597 |
| Energy | 2.4% | $14,734,839 |
| 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
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BSJQ | Invesco BulletShares 2026 High Yield Corporate Bond ETF | +51,316 | 284,051 | $6,626,909 | |
| FLO | Flowers Foods Inc | +41,780 | 110,480 | $1,765,470 | |
| QQQI | NEOS Nasdaq-100(R) High Income ETF | +28,730 | 196,455 | $10,217,624 | |
| DGRW | WisdomTree U.S. Quality Dividend Growth Fund | +21,446 | 314,479 | $26,334,471 | |
| BSJR | Invesco BulletShares 2027 High Yield Corporate Bond ETF | +14,852 | 139,167 | $3,159,786 | |
| BSCS | Invesco BulletShares 2028 Corporate Bond ETF | +12,400 | 29,000 | $594,210 | |
| HELO | JPMorgan Hedged Equity Laddered Overlay ETF | +11,508 | 103,617 | $6,484,351 | |
| 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 | $846,406 | |
| VZ | Verizon Communications Inc | +9,792 | 26,618 | $1,151,760 | |
| GOOG | Alphabet Inc. | +9,477 | 67,838 | $12,033,782 | |
| SCHD | Schwab U.S. Dividend Equity ETF | +9,194 | 111,076 | $2,943,514 | |
| BUFD | FT Vest Laddered Deep Buffer ETF | +9,066 | 117,378 | $3,117,559 | |
| XOM | ExxonMobil Holdings Corp | +8,779 | 71,091 | $7,663,609 | |
| — | +8,500 | 22,700 | $736,388 | ||
| BAC | Bank Of America Corp | +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 | |
| BSCQ | Invesco BulletShares 2026 Corporate Bond ETF | +5,456 | 28,884 | $563,815 | |
| JPST | JPMorgan Ultra-Short Income ETF | +4,517 | 246,992 | $12,517,554 | |
| SLV | iShares Silver Trust | +4,400 | 31,200 | $1,023,672 | |
| JPEF | JPMorgan Equity Focus ETF | +3,620 | 33,602 | $2,356,844 | |
| GOOGL | Alphabet Inc. | +3,608 | 39,365 | $6,937,293 | |
| SPLV | Invesco S&P 500 Low Volatility ETF | +3,312 | 18,885 | $1,375,205 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PLTR | Palantir Technologies Inc. | −34,137 | 137,993 | $18,811,205 | |
| BUFQ | FT Vest Laddered Nasdaq Buffer ETF | −32,758 | 53,238 | $1,767,501 | |
| KMI | Kinder Morgan, Inc. | −31,428 | 73,489 | $2,160,576 | |
| BUFR | FT Vest Laddered Buffer ETF | −17,832 | 203,548 | $6,472,826 | |
| UPST | Upstart Holdings, Inc. | −15,200 | 39,634 | $2,563,527 | |
| NVDA | Nvidia Corp | −14,932 | 304,913 | $48,173,204 | |
| JAVA | JPMorgan Active Value ETF | −12,061 | 184,536 | $12,087,108 | |
| 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 | |
| JEPQ | JPMorgan Nasdaq Equity Premium Income ETF | −5,585 | 56,925 | $3,096,720 | |
| UBER | Uber Technologies, Inc | −5,430 | 42,405 | $3,956,386 | |
| VTRS | Viatris Inc | −4,116 | 36,111 | $322,471 | |
| COWZ | Pacer US Cash Cows 100 ETF | −3,686 | 61,525 | $3,390,027 | |
| USMV | iShares MSCI USA Min Vol Factor ETF | −3,597 | 101,023 | $9,483,029 | |
| LMBS | First Trust Low Duration Opportunities ETF | −3,497 | 17,654 | $869,636 | |
| T | At&T Inc. | −3,156 | 45,447 | $1,315,236 | |
| LRCX | Lam Research Corp | −3,148 | 4,432 | $431,410 | |
| TMSL | T. Rowe Price Small-Mid Cap ETF | −3,017 | 67,259 | $2,206,095 | |
| CVS | CVS HEALTH Corp | −2,972 | 3,945 | $272,126 | |
| NTR | Nutrien Ltd. | −2,950 | 21,270 | $1,238,764 | |
| TDIV | First Trust NASDAQ Technology Dividend Index Fund | −2,474 | 40,793 | $3,678,304 | |
| MU | Micron Technology Inc | −2,399 | 6,013 | $741,102 | |
| MO | Altria Group, Inc. | −2,321 | 78,130 | $4,580,761 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
23 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SPHQ | Invesco S&P 500 Quality ETF | 21,720 | $1,547,767 | |
| KGS | Kodiak Gas Services, Inc. | 31,168 | $1,068,127 | |
| AMAT | Applied Materials Inc | 4,765 | $872,328 | |
| MKL | Markel Group Inc. | 240 | $479,366 | |
| TOUS | T. Rowe Price International Equity ETF | 11,390 | $368,694 | |
| SCHX | Schwab U.S. Large-Cap ETF | 14,594 | $356,677 | |
| 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 | |
| XAR | State Street(R) SPDR(R) S&P(R) Aerospace & Defense ETF | 1,180 | $248,909 | |
| KBE | State Street(R) SPDR(R) S&P(R) Bank ETF | 4,358 | $243,002 | |
| 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 | |
| IYW | iShares, Inc. | 1,268 | $219,706 | |
| BWXT | BWX Technologies, Inc. | 1,500 | $216,090 | |
| IWR | iShares Russell Mid-Cap ETF | 2,332 | $214,474 | |
| TMFC | Motley Fool 100 Index ETF | 3,176 | $204,883 | |
| SBUX | Starbucks Corp | 2,208 | $202,319 | |
| TCAF | T. Rowe Price Capital Appreciation Equity ETF | 5,681 | $200,425 | |
| 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
11 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SMCI | Super Micro Computer, Inc. | 27,400 | $938,176 | |
| — | 2,362 | $356,614 | ||
| PYPL | PayPal Holdings, Inc. | 3,909 | $255,062 | |
| GBTC | Grayscale Bitcoin Trust ETF | 3,768 | $245,560 | |
| SNPE | Xtrackers S&P 500 Scored & Screened ETF | 4,725 | $238,281 | |
| TMUS | T-Mobile US, Inc. | 812 | $216,568 | |
| VGK | VANGUARD EUROPEAN STOCK INDEX FUND | 3,050 | $214,140 | |
| ONEQ | Fidelity Nasdaq Composite Index ETF | 3,100 | $211,017 | |
| BA | Boeing Co | 1,237 | $210,970 | |
| PEY | Victory Portfolios II | 9,646 | $207,099 | |
| AEP | American Electric Power Co Inc | 1,866 | $203,897 | |
| No positions match the current search. | ||||
326 tracked positions ·
$608,836,145 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 326 positions by value
· page 1 of 7
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Reduced | 304,913 | $48,173,204 | 7.91% | |
| DGRW |
WisdomTree U.S. Quality Dividend Growth Fund
|
Added | 314,479 | $26,334,471 | 4.33% | |
| AAPL |
Apple Inc.
Technology
|
Added | 111,121 | $22,798,695 | 3.74% | |
| IVV |
iShares Core S&P 500 ETF
|
Reduced | 36,010 | $22,358,609 | 3.67% | |
| PH |
Parker-Hannifin Corp
Industrials
|
Added | 27,779 | $19,402,798 | 3.19% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Reduced | 137,993 | $18,811,205 | 3.09% | |
| JPST |
JPMorgan Ultra-Short Income ETF
|
Added | 246,992 | $12,517,554 | 2.06% | |
| JAVA |
JPMorgan Active Value ETF
|
Reduced | 184,536 | $12,087,108 | 1.99% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Added | 67,838 | $12,033,782 | 1.98% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 23,497 | $11,687,642 | 1.92% | |
| QQQI |
NEOS Nasdaq-100(R) High Income ETF
|
Added | 196,455 | $10,217,624 | 1.68% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 45,332 | $9,945,387 | 1.63% | |
| USMV |
iShares MSCI USA Min Vol Factor ETF
|
Reduced | 101,023 | $9,483,029 | 1.56% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 18,581 | $9,026,092 | 1.48% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 13,786 | $8,517,680 | 1.40% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Added | 43,087 | $7,847,435 | 1.29% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 71,091 | $7,663,609 | 1.26% | |
| BX |
Blackstone Inc.
Financial Services
|
Reduced | 48,420 | $7,242,663 | 1.19% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 39,365 | $6,937,293 | 1.14% | |
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
Reduced | 22,285 | $6,773,080 | 1.11% | |
| BSJQ |
Invesco BulletShares 2026 High Yield Corporate Bond ETF
|
Added | 284,051 | $6,626,909 | 1.09% | |
| HELO |
JPMorgan Hedged Equity Laddered Overlay ETF
|
Added | 103,617 | $6,484,351 | 1.07% | |
| BUFR |
FT Vest Laddered Buffer ETF
|
Reduced | 203,548 | $6,472,826 | 1.06% | |
| ITOT |
iShares Core S&P Total U.S. Stock Market ETF
|
Reduced | 45,689 | $6,169,842 | 1.01% | |
| V |
Visa Inc.
Financial Services
|
Added | 16,793 | $5,962,354 | 0.98% | |
| JBND |
JPMorgan Active Bond ETF
|
Added | 102,707 | $5,504,068 | 0.90% | |
| QUAL |
iShares MSCI USA Quality Factor ETF
|
Added | 28,294 | $5,172,709 | 0.85% | |
| 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% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Reduced | 78,130 | $4,580,761 | 0.75% | |
| JGRO |
JPMorgan Active Growth ETF
|
Reduced | 50,832 | $4,375,110 | 0.72% | |
| UBER |
Uber Technologies, Inc
Technology
|
Reduced | 42,405 | $3,956,386 | 0.65% | |
| SPYV |
State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF
|
Reduced | 75,299 | $3,941,149 | 0.65% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 5,159 | $3,807,806 | 0.63% | |
| IVW |
iShares S&P 500 Growth ETF
|
Added | 34,297 | $3,776,099 | 0.62% | |
| TDIV |
First Trust NASDAQ Technology Dividend Index Fund
|
Reduced | 40,793 | $3,678,304 | 0.60% | |
| BAC |
Bank Of America Corp
Financial Services
|
Added | 73,285 | $3,467,846 | 0.57% | |
| COWZ |
Pacer US Cash Cows 100 ETF
|
Reduced | 61,525 | $3,390,027 | 0.56% | |
| 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% | |
| BSJR |
Invesco BulletShares 2027 High Yield Corporate Bond ETF
|
Added | 139,167 | $3,159,786 | 0.52% | |
| KEY |
Keycorp
Financial Services
|
Added | 180,984 | $3,152,741 | 0.52% | |
| BUFD |
FT Vest Laddered Deep Buffer ETF
|
Added | 117,378 | $3,117,559 | 0.51% | |
| JEPQ |
JPMorgan Nasdaq Equity Premium Income ETF
|
Reduced | 56,925 | $3,096,720 | 0.51% | |
|
|
Added | 58,719 | $2,956,501 | 0.49% | ||
| SCHD |
Schwab U.S. Dividend Equity ETF
|
Added | 111,076 | $2,943,514 | 0.48% | |
| XLU |
State Street(R) Utilities Select Sector SPDR(R) ETF
|
Added | 35,412 | $2,891,743 | 0.47% | |
| 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% | |
| SPTM |
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF
|
Added | 32,741 | $2,451,973 | 0.40% |
Showing the top 50 of 326 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
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.