STACKSTONE WEALTH, LLC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Not measured yet. Quarters are measured from the first covered 13F quarter, once each filing window closes.
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
322 tracked positions · as of Sep 30, 2026Sector Breakdown
As of Sep 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 23.5% | $216,602,733 |
| Unclassified | 19.0% | $175,158,033 |
| Financial Services | 11.8% | $108,865,147 |
| Industrials | 8.8% | $80,926,050 |
| Communication Services | 8.2% | $76,048,744 |
| Energy | 7.2% | $66,227,025 |
| Healthcare | 7.1% | $65,897,684 |
| Utilities | 4.4% | $40,547,017 |
| Consumer Defensive | 4.3% | $39,596,630 |
| Consumer Cyclical | 2.3% | $21,687,731 |
| Real Estate | 2.2% | $20,078,452 |
| Basic Materials | 1.3% | $11,893,327 |
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
First | 89,501 | $45,905,062 | 4.97% | |
| NVDA |
Nvidia Corp
Technology
|
First | 118,047 | $26,959,573 | 2.92% | |
| GLD |
Spdr Gold Trust
|
First | 65,648 | $25,001,384 | 2.71% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
First | 68,261 | $23,487,244 | 2.54% | |
| AVGO |
Broadcom Inc.
Technology
|
First | 61,430 | $21,573,601 | 2.34% | |
| SPHQ |
Invesco S&P 500 Quality ETF
|
First | 222,226 | $18,684,762 | 2.02% | |
| VLU |
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF
|
First | 72,513 | $17,329,881 | 1.88% | |
| T |
At&T Inc.
Communication Services
|
First | 699,016 | $17,055,990 | 1.85% | |
| CVX |
Chevron Corp
Energy
|
First | 83,267 | $17,003,954 | 1.84% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
First | 104,257 | $16,967,826 | 1.84% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
First | 162,365 | $16,872,970 | 1.83% | |
| DE |
Deere & Co
Industrials
|
First | 23,747 | $15,947,297 | 1.73% | |
| JNJ |
Johnson & Johnson
Healthcare
|
First | 60,082 | $15,906,108 | 1.72% | |
| VZ |
Verizon Communications Inc
Communication Services
|
First | 339,117 | $15,555,296 | 1.68% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
First | 30,697 | $14,003,664 | 1.52% | |
| CEG |
Constellation Energy Corp
Utilities
|
First | 53,417 | $13,568,986 | 1.47% | |
| SO |
Southern Co
Utilities
|
First | 162,642 | $13,481,395 | 1.46% | |
| GLW |
Corning Inc /Ny
Technology
|
First | 86,249 | $13,261,646 | 1.44% | |
| SPY |
Spdr S&P 500 ETF Trust
|
First | 16,960 | $12,934,204 | 1.40% | |
| IBM |
International Business Machines Corp
Technology
|
First | 57,733 | $12,697,218 | 1.37% | |
| MGC |
VANGUARD MEGA CAP INDEX FUND
|
First | 41,102 | $11,603,505 | 1.26% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
First | 35,044 | $11,593,606 | 1.26% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
First | 12,232 | $11,013,203 | 1.19% | |
| NEE |
Nextera Energy Inc
Utilities
|
First | 142,450 | $10,789,163 | 1.17% | |
| MU |
Micron Technology Inc
Technology
|
First | 9,339 | $9,947,062 | 1.08% | |
| HFXI |
NYLIM ETF Trust
|
First | 263,489 | $9,793,886 | 1.06% | |
| KO |
Coca Cola Co
Consumer Defensive
|
First | 111,434 | $9,592,238 | 1.04% | |
| PLD |
Prologis, Inc.
Real Estate
|
First | 73,510 | $9,544,538 | 1.03% | |
| ENB |
Enbridge Inc
Energy
|
First | 193,931 | $9,015,852 | 0.98% | |
| FANG |
Diamondback Energy, Inc.
Energy
|
First | 46,513 | $8,549,554 | 0.93% | |
| LRCX |
Lam Research Corp
Technology
|
First | 25,876 | $8,500,524 | 0.92% | |
| V |
Visa Inc.
Financial Services
|
First | 23,655 | $8,499,951 | 0.92% | |
| MS |
Morgan Stanley
Financial Services
|
First | 42,377 | $7,970,266 | 0.86% | |
| TDIV |
First Trust NASDAQ Technology Dividend Index Fund
|
First | 70,391 | $7,941,512 | 0.86% | |
| C |
Citigroup Inc
Financial Services
|
First | 60,664 | $7,854,774 | 0.85% | |
| EOG |
Eog Resources Inc
Energy
|
First | 56,686 | $7,809,063 | 0.85% | |
| META |
Meta Platforms, Inc.
Communication Services
|
First | 10,595 | $7,683,282 | 0.83% | |
| SPHY |
State Street(R) SPDR(R) Portfolio High Yield Bond ETF
|
First | 339,816 | $7,676,443 | 0.83% | |
| HON |
Honeywell International Inc
Industrials
|
First | 34,409 | $7,258,234 | 0.79% | |
| MA |
Mastercard Inc
Financial Services
|
First | 13,057 | $7,200,543 | 0.78% | |
| VGT |
VANGUARD INFORMATION TECHNOLOGY INDEX FUND
|
First | 51,813 | $6,511,339 | 0.71% | |
| LLY |
ELI LILLY & Co
Healthcare
|
First | 5,112 | $5,914,992 | 0.64% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
First | 40,283 | $5,853,522 | 0.63% | |
| MSI |
Motorola Solutions, Inc.
Technology
|
First | 12,780 | $5,699,496 | 0.62% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
First | 51,356 | $5,527,446 | 0.60% | |
| SCHD |
Schwab U.S. Dividend Equity ETF
|
First | 162,412 | $5,283,262 | 0.57% | |
| CRWV |
CoreWeave, Inc.
Technology
|
First | 51,116 | $4,453,225 | 0.48% | |
| GOOG |
Alphabet Inc.
Communication Services
|
First | 12,711 | $4,331,146 | 0.47% | |
| VCTR |
Victory Capital Holdings, Inc.
Financial Services
|
First | 38,972 | $4,310,303 | 0.47% | |
| ASML |
Asml Holding NV
Technology
|
First | 2,306 | $4,177,711 | 0.45% |
Showing the top 50 of 322 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.