StoneCrest Wealth Management, Inc.

CIK

2008409

Location

CHANDLER, AZ

Portfolio Value

Micro $70,577,605

Diversification

Diversified

Filing Date

Global Rank

#6,326 / 8,603 ▲ 60 · as of Mar 2026

Top Industry

Semiconductors 28.4%

3Y Alpha vs SPY

+4.5%

Period ended 3 months ago

Filed Apr 8, 2026 · 3mo

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+66.7%

SPY

+54.1%

Annualised alpha

+4.0%

Max drawdown

−25.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

36 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

19.3%

−0.4 pts

Top 5

53.9%

−3.5 pts

Top 10

77.9%

+1.3 pts

HHI

827

Diversified−43

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	46.3%	$32,705,992	16
Communication Services	20.6%	$14,521,853	5
Healthcare	14.1%	$9,924,596	4
Consumer Cyclical	9.0%	$6,326,882	2
Industrials	5.3%	$3,750,775	2
Unclassified	2.4%	$1,709,855	2
Consumer Defensive	0.8%	$579,963	2
Financial Services	0.8%	$531,936	2
Utilities	0.7%	$525,753	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

9 positions

Ticker	Company	Δ Shares	Shares	Value
ORCL	Oracle Corp	+15,093	17,960	$2,642,095
SRRK	Scholar Rock Holding Corp	+11,911	70,914	$3,486,132
BE	Bloom Energy Corp	+3,197	10,143	$1,374,275
RBRK	Rubrik, Inc.	+1,568	7,557	$370,066
NBIS	Nebius Group N.V.	+758	12,005	$1,245,638
MSFT	Microsoft Corp	+209	13,776	$5,099,461
PLTR	Palantir Technologies Inc.	+133	7,690	$1,124,893
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+90	1,253	$423,451
APP	AppLovin Corp	+34	668	$265,864
No positions match the current search.

Trimmed

Positions the filer reduced

21 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−1,544	78,302	$13,655,868
RDDT	Reddit, Inc.	−1,377	5,639	$759,291
ALAB	Astera Labs, Inc.	−447	7,153	$783,968
AAPL	Apple Inc.	−423	2,758	$699,952
VRT	Vertiv Holdings Co	−404	9,484	$2,376,500
V	Visa Inc.	−376	922	$278,665
UBER	Uber Technologies, Inc	−370	10,539	$758,070
OKLO	Oklo Inc.	−356	10,602	$525,753
AMD	Advanced Micro Devices Inc	−334	1,309	$266,289
SHOP	Shopify Inc.	−287	9,326	$1,106,250
WMT	Walmart Inc.	−226	2,125	$264,095
LLY	ELI LILLY & Co	−218	6,380	$5,868,132
COST	Costco Wholesale Corp /New	−202	317	$315,868
QQQ	Invesco Qqq Trust, Series 1	−131	2,043	$1,179,178
GOOGL	Alphabet Inc.	−131	24,711	$7,105,895
JPM	Jpmorgan Chase & Co	−124	861	$253,271
AVGO	Broadcom Inc.	−119	3,492	$1,080,808
AMZN	Amazon Com Inc	−80	30,054	$6,259,346
SPY	Spdr S&P 500 ETF Trust	−77	816	$530,677
CRWD	CrowdStrike Holdings, Inc.	−75	7,705	$752,027
META	Meta Platforms, Inc.	−72	8,993	$5,145,165
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
MU	Micron Technology Inc	9,887	$3,340,224
LITE	Lumentum Holdings Inc.	450	$316,242
COHR	Coherent Corp.	1,202	$286,328
NIO	NIO Inc.	11,200	$67,536
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
PANW	Palo Alto Networks Inc	14,718	$2,711,055
VRDN	Viridian Therapeutics, Inc.\DE	24,920	$775,510
TSLA	Tesla, Inc.	594	$267,133
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

36 positions · $70,577,605 total · as of Mar 31, 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	78,302	-1,544	$13,655,868	−8.3%	19.35%
GOOGL	Alphabet Inc. Communication Services	Reduced	24,711	-131	$7,105,895	−8.6%	10.07%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	30,054	-80	$6,259,346	−10.0%	8.87%
LLY	ELI LILLY & Co Healthcare	Reduced	6,380	-218	$5,868,132	−17.2%	8.31%
META	Meta Platforms, Inc. Communication Services	Reduced	8,993	-72	$5,145,165	−14.0%	7.29%
MSFT	Microsoft Corp Technology	Added	13,776	+209	$5,099,461	−22.3%	7.23%
SRRK	Scholar Rock Holding Corp Healthcare	Added	70,914	+11,911	$3,486,132	+34.1%	4.94%
MU	Micron Technology Inc Technology	NEW	9,887	NEW	$3,340,224	NEW	4.73%
ORCL	Oracle Corp Technology	Added	17,960	+15,093	$2,642,095	+372.8%	3.74%
VRT	Vertiv Holdings Co Industrials	Reduced	9,484	-404	$2,376,500	+48.4%	3.37%
BE	Bloom Energy Corp Industrials	Added	10,143	+3,197	$1,374,275	+127.7%	1.95%
NBIS	Nebius Group N.V. Communication Services	Added	12,005	+758	$1,245,638	+32.3%	1.76%
QQQ	Invesco Qqq Trust, Series 1	Reduced	2,043	-131	$1,179,178	−11.7%	1.67%
PLTR	Palantir Technologies Inc. Technology	Added	7,690	+133	$1,124,893	−16.3%	1.59%
SHOP	Shopify Inc. Technology	Reduced	9,326	-287	$1,106,250	−28.5%	1.57%
AVGO	Broadcom Inc. Technology	Reduced	3,492	-119	$1,080,808	−13.5%	1.53%
ALAB	Astera Labs, Inc. Technology	Reduced	7,153	-447	$783,968	−38.0%	1.11%
RDDT	Reddit, Inc. Communication Services	Reduced	5,639	-1,377	$759,291	−52.9%	1.08%
UBER	Uber Technologies, Inc Technology	Reduced	10,539	-370	$758,070	−15.0%	1.07%
CRWD	CrowdStrike Holdings, Inc. Technology	Reduced	7,705	-75	$752,027	−17.5%	1.07%
AAPL	Apple Inc. Technology	Reduced	2,758	-423	$699,952	−19.1%	0.99%
ARGX	Argenx SE Healthcare	Held	730	0	$533,082	−13.2%	0.76%
SPY	Spdr S&P 500 ETF Trust	Reduced	816	-77	$530,677	−12.9%	0.75%
OKLO	Oklo Inc. Utilities	Reduced	10,602	-356	$525,753	−33.1%	0.74%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	1,253	+90	$423,451	+19.8%	0.60%
RBRK	Rubrik, Inc. Technology	Added	7,557	+1,568	$370,066	−19.2%	0.52%
LITE	Lumentum Holdings Inc. Technology	NEW	450	NEW	$316,242	NEW	0.45%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	317	-202	$315,868	−29.4%	0.45%
COHR	Coherent Corp. Technology	NEW	1,202	NEW	$286,328	NEW	0.41%
V	Visa Inc. Financial Services	Reduced	922	-376	$278,665	−38.8%	0.39%
AMD	Advanced Micro Devices Inc Technology	Reduced	1,309	-334	$266,289	−24.3%	0.38%
APP	AppLovin Corp Communication Services	Added	668	+34	$265,864	−37.8%	0.38%
WMT	Walmart Inc. Consumer Defensive	Reduced	2,125	-226	$264,095	+0.8%	0.37%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	861	-124	$253,271	−20.2%	0.36%
NIO	NIO Inc. Consumer Cyclical	NEW	11,200	NEW	$67,536	NEW	0.10%
GERN	Geron Corp Healthcare	Held	25,000	0	$37,250	+12.9%	0.05%