StoneCrest Wealth Management, Inc.

CIK

2008409

Location

CHANDLER, AZ

Portfolio Value

Micro $92,335,910

Diversification

Diversified

Filing Date

Global Rank

#6,064 / 8,517 ▲ 453

Top Industry

Semiconductors 37.6%

3Y Alpha vs SPY

+96.2%

Period ended 47 days ago

Filed Jul 9, 2026 · 38d

11 quarters · since Dec 2023

Clone Performance

Feb 2024–Aug 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

+583.5%

SPY

+55.7%

Annualised alpha

+96.2%

Max drawdown

−25.8%

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; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 11 quarters. Past performance does not predict future results.

Portfolio Concentration

33 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

14.0%

−3.3 pts

Top 5

51.0%

+1.4 pts

Top 10

75.5%

+0.6 pts

HHI

733

Diversified−10

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	51.7%	$47,729,284	15
Communication Services	18.0%	$16,637,284	3
Healthcare	12.4%	$11,459,394	4
Consumer Cyclical	7.8%	$7,200,821	2
Industrials	6.1%	$5,664,788	2
Unclassified	2.2%	$2,015,939	2
Financial Services	0.6%	$587,181	2
Utilities	0.6%	$536,958	1
Consumer Defensive	0.5%	$504,261	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

8 positions

Ticker	Company	Δ Shares	Shares	Value
SRRK	Scholar Rock Holding Corp	+7,866	78,780	$4,332,900
AVGO	Broadcom Inc.	+7,841	11,333	$4,281,040
NIO	NIO Inc.	+7,377	18,577	$93,999
ORCL	Oracle Corp	+6,737	24,697	$3,619,345
COHR	Coherent Corp.	+3,388	4,590	$1,810,617
MSFT	Microsoft Corp	+681	14,457	$5,392,750
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+559	1,812	$865,356
MU	Micron Technology Inc	+496	10,383	$11,984,993
No positions match the current search.

Trimmed

Positions the filer reduced

19 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−13,768	64,534	$12,912,608
ALAB	Astera Labs, Inc.	−6,569	584	$282,083
GOOGL	Alphabet Inc.	−4,844	24,198	$8,647,639
PLTR	Palantir Technologies Inc.	−1,667	6,023	$702,703
VRT	Vertiv Holdings Co	−1,434	8,050	$2,695,301
NBIS	Nebius Group N.V.	−1,397	10,608	$2,929,611
LLY	ELI LILLY & Co	−1,029	5,351	$6,418,150
OKLO	Oklo Inc.	−341	10,261	$536,958
BE	Bloom Energy Corp	−333	9,810	$2,969,487
WMT	Walmart Inc.	−291	1,834	$207,718
AMZN	Amazon Com Inc	−236	29,818	$7,106,822
AMD	Advanced Micro Devices Inc	−168	1,141	$662,818
QQQ	Invesco Qqq Trust, Series 1	−66	1,977	$1,455,862
SPY	Spdr S&P 500 ETF Trust	−66	750	$560,077
LITE	Lumentum Holdings Inc.	−42	408	$350,088
AAPL	Apple Inc.	−36	2,722	$787,637
V	Visa Inc.	−32	890	$305,350
META	Meta Platforms, Inc.	−10	8,983	$5,060,034
ARGX	Argenx SE	−1	729	$676,344
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
MRVL	Marvell Technology, Inc.	9,997	$2,978,006
SNDK	Sandisk Corp	249	$566,158
GLW	Corning Inc /Ny	2,087	$533,082
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
BAI	iShares A.I. Innovation and Tech Active ETF	154,992	$5,106,986
CRWD	CrowdStrike Holdings, Inc.	7,705	$3,008,109
SHOP	Shopify Inc.	9,326	$1,106,250
RDDT	Reddit, Inc.	5,639	$759,291
UBER	Uber Technologies, Inc	10,539	$758,070
RBRK	Rubrik, Inc.	7,557	$370,066
APP	AppLovin Corp	668	$265,864
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

33 tracked positions · $92,335,910 total · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	64,534	-13,768	$12,912,608	−5.4%	13.98%
MU	Micron Technology Inc Technology	Added	10,383	+496	$11,984,993	+258.8%	12.98%
GOOGL	Alphabet Inc. Communication Services	Reduced	24,198	-4,844	$8,647,639	+3.6%	9.37%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	29,818	-236	$7,106,822	+13.5%	7.70%
LLY	ELI LILLY & Co Healthcare	Reduced	5,351	-1,029	$6,418,150	+9.4%	6.95%
MSFT	Microsoft Corp Technology	Added	14,457	+681	$5,392,750	+5.8%	5.84%
META	Meta Platforms, Inc. Communication Services	Reduced	8,983	-10	$5,060,034	−1.7%	5.48%
SRRK	Scholar Rock Holding Corp Healthcare	Added	78,780	+7,866	$4,332,900	+24.3%	4.69%
AVGO	Broadcom Inc. Technology	Added	11,333	+7,841	$4,281,040	+296.1%	4.64%
ORCL	Oracle Corp Technology	Added	24,697	+6,737	$3,619,345	+37.0%	3.92%
MRVL	Marvell Technology, Inc. Technology	NEW	9,997	NEW	$2,978,006	NEW	3.23%
BE	Bloom Energy Corp Industrials	Reduced	9,810	-333	$2,969,487	+116.1%	3.22%
NBIS	Nebius Group N.V. Communication Services	Reduced	10,608	-1,397	$2,929,611	+135.2%	3.17%
VRT	Vertiv Holdings Co Industrials	Reduced	8,050	-1,434	$2,695,301	+13.4%	2.92%
COHR	Coherent Corp. Technology	Added	4,590	+3,388	$1,810,617	+532.4%	1.96%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,977	-66	$1,455,862	+23.5%	1.58%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	1,812	+559	$865,356	+104.4%	0.94%
AAPL	Apple Inc. Technology	Reduced	2,722	-36	$787,637	+12.5%	0.85%
PLTR	Palantir Technologies Inc. Technology	Reduced	6,023	-1,667	$702,703	−37.5%	0.76%
ARGX	Argenx SE Healthcare	Reduced	729	-1	$676,344	+26.9%	0.73%
AMD	Advanced Micro Devices Inc Technology	Reduced	1,141	-168	$662,818	+148.9%	0.72%
SNDK	Sandisk Corp Technology	NEW	249	NEW	$566,158	NEW	0.61%
SPY	Spdr S&P 500 ETF Trust	Reduced	750	-66	$560,077	+5.5%	0.61%
OKLO	Oklo Inc. Utilities	Reduced	10,261	-341	$536,958	+2.1%	0.58%
GLW	Corning Inc /Ny Technology	NEW	2,087	NEW	$533,082	NEW	0.58%
LITE	Lumentum Holdings Inc. Technology	Reduced	408	-42	$350,088	+10.7%	0.38%
V	Visa Inc. Financial Services	Reduced	890	-32	$305,350	+9.6%	0.33%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	317	0	$296,543	−6.1%	0.32%
ALAB	Astera Labs, Inc. Technology	Reduced	584	-6,569	$282,083	−64.0%	0.31%
JPM	Jpmorgan Chase & Co Financial Services	Held	861	0	$281,831	+11.3%	0.31%
WMT	Walmart Inc. Consumer Defensive	Reduced	1,834	-291	$207,718	−21.3%	0.22%
NIO	NIO Inc. Consumer Cyclical	Added	18,577	+7,377	$93,999	+39.2%	0.10%
GERN	Geron Corp Healthcare	Held	25,000	0	$32,000	−14.1%	0.03%

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.