StoneCrest Wealth Management, Inc.

CIK

2008409

Location

CHANDLER, AZ

Portfolio Value

Small $220,925,870

Diversification

Diversified

Filing Date

Global Rank

#5,286 / 8,827 ▲ 406 · as of Jun 2026

Top Industry

Semiconductors 35.9%

Period ended 38 days ago

Filed Nov 3, 2026 · 4d

12 quarters · since Dec 2023

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, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 54.9%, 18.5 effective positions, active share 74.8% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

29.8% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 6.9 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 74.8%; sector active share 45.0% against the combined 13F book's sector weights.

Over time 11 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.

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Portfolio Concentration

74 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

6.5%

−10.8 pts

Top 5

29.5%

−7.2 pts

Top 10

50.5%

−4.4 pts

HHI

367

Diversified−174

Portfolio Trend

12 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	57.2%	$126,383,216	37
Technology	22.6%	$49,825,598	17
Communication Services	8.3%	$18,341,361	4
Healthcare	5.9%	$13,079,195	5
Consumer Cyclical	3.4%	$7,468,955	2
Industrials	2.1%	$4,559,531	2
Financial Services	0.3%	$604,647	5
Utilities	0.2%	$374,790	1
Consumer Defensive	0.1%	$288,577	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
ICSH	iShares Ultra Short Duration Bond Active ETF	+17,288	59,805	$3,014,172
JAAA	Janus Henderson AAA CLO ETF	+7,782	17,725	$894,580
JSI	Janus Henderson Securitized Income ETF	+6,879	87,612	$4,373,591
SRRK	Scholar Rock Holding Corp	+6,714	85,494	$4,131,070
PYLD		+6,055	157,952	$4,010,401
FPEI	First Trust Institutional Preferred Securities and Income ETF	+2,574	106,105	$1,956,576
RDVI	FT Vest Rising Dividend Achievers Target Income ETF	+2,497	182,774	$5,095,739
MLPI	NEOS MLP & Energy Infrastructure High Income ETF	+1,697	35,272	$1,771,007
SPYI	NEOS S&P 500(R) High Income ETF	+1,163	94,962	$5,049,129
ARGX	Argenx SE	+1,100	1,829	$1,753,846
QQQI	NEOS Nasdaq-100(R) High Income ETF	+1,047	104,441	$5,801,697
GLW	Corning Inc	+266	2,353	$361,797
IJJ	iShares S&P Mid-Cap 400 Value ETF	+218	6,380	$878,589
ALAB	Astera Labs, Inc.	+198	782	$278,368
AAPL	Apple Inc.	+196	2,918	$971,752
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	+176	29,903	$3,680,461
PLTR	Palantir Technologies Inc.	+173	6,196	$1,158,961
BAI	BlackRock ETF Trust	+131	139,814	$6,597,822
COHR	Coherent Corp.	+78	4,668	$1,343,497
META	Meta Platforms, Inc.	+61	9,044	$6,558,527
AMD	Advanced Micro Devices Inc	+56	1,197	$732,276
AVGO	Broadcom Inc.	+43	11,376	$3,995,137
SNDK	Sandisk Corp	+35	284	$494,128
ORCL	Oracle Corp	+10	24,707	$3,392,271
LITE	Lumentum Holdings Inc.	+9	417	$405,015
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
JPST	JPMorgan Ultra-Short Income ETF	−12,533	27,085	$1,364,271
AIPO	Tidal Trust II	−6,073	165,750	$4,674,150
BKDV	BNY Mellon Dynamic Value ETF	−3,365	290,277	$9,782,334
IDMO	Invesco Ltd.	−2,877	221,541	$0
SEIV	SEI Enhanced U.S. Large Cap Value Factor ETF	−1,957	198,996	$9,768,713
TQQQ	ProShares UltraPro QQQ	−1,919	8,288	$646,712
NVDA	Nvidia Corp	−1,581	62,953	$14,377,206
RDVY	First Trust Rising Dividend Achievers ETF	−1,481	116,483	$9,119,454
QQQM	Invesco Ltd.	−770	68,750	$0
IVW	iShares S&P 500 Growth ETF	−680	28,462	$4,049,004
—		−608	79,368	$0
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	−584	116,730	$10,477,684
SPMO	Invesco Ltd.	−539	101,157	$0
IGPT	Victory Portfolios II	−536	67,722	$0
NBIS	Nebius Group N.V.	−524	10,084	$2,378,613
CGMM	Capital Group U.S. Small and Mid Cap ETF	−392	139,324	$4,313,471
GOOGL	Alphabet Inc.	−386	23,812	$8,193,232
SOXL	Direxion Daily Semiconductor Bull 3X Shares	−314	3,843	$568,225
VUG	VANGUARD GROWTH INDEX FUND	−301	4,220	$380,264
VRT	Vertiv Holdings Co	−274	7,776	$1,876,426
NLR	VanEck Uranium and Nuclear ETF	−237	38,389	$3,971,725
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−210	1,602	$730,816
SMH	VanEck Semiconductor ETF	−188	14,684	$8,942,556
OKLO	Oklo Inc.	−137	10,124	$374,790
BE	Bloom Energy Corp	−123	9,687	$2,683,105
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
FUMB	First Trust Ultra Short Duration Municipal ETF	87,145	$1,734,185
AZN	Astrazeneca PLC	5,991	$967,366
SHOP	Shopify Inc.	2,239	$332,043
IWF	iShares Russell 1000 Growth ETF	1,709	$214,069
CRDO	Credo Technology Group Holding Ltd	1,029	$200,438
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
MINT	PIMCO Enhanced Short Maturity Active Exchange-Traded Fund	2,954	$297,792
WMT	Walmart Inc.	1,834	$207,718
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

74 tracked positions · $220,925,870 total · filing declares 76 positions · $310,816,634 · as of Sep 30, 2026

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

Showing 1–50 of 74 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	62,953	-1,581	$14,377,206	+11.3%	6.51%
MU	Micron Technology Inc Technology	Reduced	10,362	-21	$11,036,669	−7.9%	5.00%
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	Reduced	116,730	-584	$10,477,684	+1.6%	4.74%
BKDV	BNY Mellon Dynamic Value ETF	Reduced	290,277	-3,365	$9,782,334	−0.5%	4.43%
SEIV	SEI Enhanced U.S. Large Cap Value Factor ETF	Reduced	198,996	-1,957	$9,768,713	+1.3%	4.42%
RDVY	First Trust Rising Dividend Achievers ETF	Reduced	116,483	-1,481	$9,119,454	−4.6%	4.13%
SMH	VanEck Semiconductor ETF	Reduced	14,684	-188	$8,942,556	−8.3%	4.05%
GOOGL	Alphabet Inc. Communication Services	Reduced	23,812	-386	$8,193,232	−5.3%	3.71%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	29,722	-96	$7,405,236	+4.2%	3.35%
MSFT	Microsoft Corp Technology	Reduced	14,414	-43	$7,392,940	+37.1%	3.35%
BAI	BlackRock ETF Trust	Added	139,814	+131	$6,597,822	−10.4%	2.99%
META	Meta Platforms, Inc. Communication Services	Added	9,044	+61	$6,558,527	+29.6%	2.97%
FWD	AB Disruptors ETF	Reduced	48,696	-55	$6,408,880	−11.2%	2.90%
LLY	ELI LILLY & Co Healthcare	Added	5,355	+4	$6,196,163	−3.5%	2.80%
QQQI	NEOS Nasdaq-100(R) High Income ETF	Added	104,441	+1,047	$5,801,697	−1.2%	2.63%
RDVI	FT Vest Rising Dividend Achievers Target Income ETF	Added	182,774	+2,497	$5,095,739	−3.9%	2.31%
SPYI	NEOS S&P 500(R) High Income ETF	Added	94,962	+1,163	$5,049,129	+1.4%	2.29%
AIPO	Tidal Trust II	Reduced	165,750	-6,073	$4,674,150	−18.6%	2.12%
JSI	Janus Henderson Securitized Income ETF	Added	87,612	+6,879	$4,373,591	+5.8%	1.98%
CGMM	Capital Group U.S. Small and Mid Cap ETF	Reduced	139,324	-392	$4,313,471	−6.4%	1.95%
SRRK	Scholar Rock Holding Corp Healthcare	Added	85,494	+6,714	$4,131,070	−4.7%	1.87%
IVW	iShares S&P 500 Growth ETF	Reduced	28,462	-680	$4,049,004	+1.0%	1.83%
PYLD		Added	157,952	+6,055	$4,010,401	−0.4%	1.82%
AVGO	Broadcom Inc. Technology	Added	11,376	+43	$3,995,137	−6.7%	1.81%
NLR	VanEck Uranium and Nuclear ETF	Reduced	38,389	-237	$3,971,725	−11.3%	1.80%
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	Added	29,903	+176	$3,680,461	+4.0%	1.67%
ORCL	Oracle Corp Technology	Added	24,707	+10	$3,392,271	−6.3%	1.54%
ICSH	iShares Ultra Short Duration Bond Active ETF	Added	59,805	+17,288	$3,014,172	+40.2%	1.36%
BE	Bloom Energy Corp Industrials	Reduced	9,687	-123	$2,683,105	−9.6%	1.21%
MRVL	Marvell Technology, Inc. Technology	Reduced	9,925	-72	$2,622,284	−11.9%	1.19%
NBIS	Nebius Group N.V. Communication Services	Reduced	10,084	-524	$2,378,613	−18.8%	1.08%
IVV	iShares Core S&P 500 ETF	Reduced	3,034	-82	$2,323,588	−0.4%	1.05%
FPEI	First Trust Institutional Preferred Securities and Income ETF	Added	106,105	+2,574	$1,956,576	−2.0%	0.89%
VRT	Vertiv Holdings Co Industrials	Reduced	7,776	-274	$1,876,426	−30.4%	0.85%
MLPI	NEOS MLP & Energy Infrastructure High Income ETF	Added	35,272	+1,697	$1,771,007	−4.1%	0.80%
ARGX	Argenx SE Healthcare	Added	1,829	+1,100	$1,753,846	+159.3%	0.79%
FUMB	First Trust Ultra Short Duration Municipal ETF	NEW	87,145	NEW	$1,734,185	NEW	0.78%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,902	-75	$1,407,042	−3.4%	0.64%
JPST	JPMorgan Ultra-Short Income ETF	Reduced	27,085	-12,533	$1,364,271	−31.9%	0.62%
COHR	Coherent Corp. Technology	Added	4,668	+78	$1,343,497	−25.8%	0.61%
SMMU	PIMCO Short Term Municipal Bond Active Exchange-Traded Fund	Held	26,707	0	$1,319,592	−2.2%	0.60%
GOOG	Alphabet Inc. Communication Services	Reduced	3,554	-89	$1,210,989	−5.9%	0.55%
PLTR	Palantir Technologies Inc. Technology	Added	6,196	+173	$1,158,961	+64.9%	0.52%
SOXX	iShares Semiconductor ETF	Reduced	1,725	-14	$980,904	−12.0%	0.44%
AAPL	Apple Inc. Technology	Added	2,918	+196	$971,752	+23.4%	0.44%
AZN	Astrazeneca PLC Healthcare	NEW	5,991	NEW	$967,366	NEW	0.44%
JAAA	Janus Henderson AAA CLO ETF	Added	17,725	+7,782	$894,580	+78.2%	0.40%
IJJ	iShares S&P Mid-Cap 400 Value ETF	Added	6,380	+218	$878,589	−3.5%	0.40%
AMD	Advanced Micro Devices Inc Technology	Added	1,197	+56	$732,276	+10.5%	0.33%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	1,602	-210	$730,816	−15.5%	0.33%

Showing the top 50 of 74 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.