Stone Crest Wealth Management, Inc. Portfolio Holdings

Stone Crest Wealth Management, Inc.

  • $248 Billion
  • Q4 2025

Stone Crest Wealth Management, Inc. has filed its 13F form on January 16, 2026 for Q4 2025 where it was disclosed a total value porftolio of $248 Billion distributed in 71 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Exchange Traded Fd Tr with a value of $17.9B, Nvidia Corp with a value of $14.9B, Invesco ETF Tr Ii S&P Intl Dev with a value of $12.3B, Invesco ETF Tr Ii S&P 500 Mome with a value of $10.9B, and Spdr Portfolio S&P 500 ETF (Ma with a value of $10.2B.

Examining the 13F form we can see an increase of $19.6B in the current position value, from $228B to 248B.

Stone Crest Wealth Management, Inc. is based out at Chandler, AZ

Below you can find more details about Stone Crest Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $248 Billion
ETFs: $104 Billion
Technology: $35.4 Billion
Communication Services: $15.3 Billion
Healthcare: $11 Billion
Consumer Cyclical: $7.22 Billion
Industrials: $2.21 Billion
Financial Services: $1.56 Billion
Consumer Defensive: $709 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$17.9 Billion 7.21% of portfolio
70,684
Q4 2025 Added 4.92%
$465B
$14.9 Billion 6.01% of portfolio
79,846
Q4 2025 Reduced 0.76%
$0
$12.3 Billion 4.98% of portfolio
222,178
Q4 2025 Added 7.88%
$0
$10.9 Billion 4.39% of portfolio
91,204
Q4 2025 Added 7.64%
$0
$10.2 Billion 4.13% of portfolio
127,642
Q4 2025 Added 7.12%
$0
$9.27 Billion 3.74% of portfolio
203,474
Q4 2025 Added 9.53%
Bny Mellon ETF Trust Ii
-
$8.64 Billion 3.49% of portfolio
-
Q4 2025 Added 8.8%
$0
$8.11 Billion 3.27% of portfolio
116,713
Q4 2025 Added 9.74%
$1.65T
$7.78 Billion 3.14% of portfolio
24,842
Q4 2025 Added 2.5%
$0
$7.25 Billion 2.93% of portfolio
20,140
Q4 2025 Added 5.81%
$971B
$7.09 Billion 2.86% of portfolio
6,598
Q4 2025 Added 4.61%
$2.39T
$6.96 Billion 2.81% of portfolio
30,134
Q4 2025 Added 4.86%
$3.78T
$6.56 Billion 2.65% of portfolio
13,567
Q4 2025 Added 3.16%
$1.37T
$5.98 Billion 2.41% of portfolio
9,065
Q4 2025 Added 5.13%
Neos ETF Trust
-
$5.7 Billion 2.3% of portfolio
-
Q4 2025 Added 10.67%
$0
$5.56 Billion 2.25% of portfolio
77,872
Q4 2025 Added 7.3%
Global X Fds
-
$5.35 Billion 2.16% of portfolio
-
Q4 2025 Added 7.62%
$0
$5.25 Billion 2.12% of portfolio
42,248
Q4 2025 Added 8.05%
Blackrock ETF Trust
-
$5.03 Billion 2.03% of portfolio
-
Q4 2025 Added 9.35%
$0
$4.99 Billion 2.02% of portfolio
47,250
Q4 2025 Added 7.1%
-
$4.86 Billion 1.96% of portfolio
-
Q4 2025 Added 13.49%
-
$4.69 Billion 1.89% of portfolio
-
Q4 2025 New
Janus Detroit Str Tr
-
$4.27 Billion 1.72% of portfolio
-
Q4 2025 Added 8.28%
$0
$4.03 Billion 1.63% of portfolio
32,721
Q4 2025 Added 2.39%
Pimco ETF Tr
-
$4.03 Billion 1.63% of portfolio
-
Q4 2025 Added 9.89%
Capital Group Equity ETF Tr
-
$3.96 Billion 1.6% of portfolio
-
Q4 2025 Added 11.17%
$115B
$3.65 Billion 1.47% of portfolio
7,780
Q4 2025 Added 3.6%
Pacer Fds Tr
-
$2.86 Billion 1.16% of portfolio
-
Q4 2025 Added 10.45%
$0
$2.8 Billion 1.13% of portfolio
55,354
Q4 2025 Added 2.78%
$61.4B
$2.71 Billion 1.09% of portfolio
14,718
Q4 2025 Added 4.27%
$1.95B
$2.49 Billion 1.01% of portfolio
59,003
Q4 2025 Added 24.66%
$0
$2.43 Billion 0.98% of portfolio
3,551
Q4 2025 Reduced 2.34%
$0
$2.33 Billion 0.94% of portfolio
46,110
Q4 2025 Added 2.06%
Select Sector Spdr Tr
-
$2.29 Billion 0.92% of portfolio
-
Q4 2025 New
$0
$2.05 Billion 0.83% of portfolio
105,883
Q4 2025 New
Reddit Inc
-
$1.61 Billion 0.65% of portfolio
-
Q4 2025 Added 8.94%
$32.7B
$1.6 Billion 0.65% of portfolio
9,888
Q4 2025 Added 10.27%
$1.74T
$1.56 Billion 0.63% of portfolio
4,959
Q4 2025 Added 2.63%
$174B
$1.55 Billion 0.62% of portfolio
9,613
Q4 2025 Added 2.6%
$0
$1.35 Billion 0.54% of portfolio
26,707
Q4 2025 Added 3.85%
$342B
$1.34 Billion 0.54% of portfolio
7,557
Q4 2025 Reduced 18.62%
$0
$1.34 Billion 0.54% of portfolio
2,174
Q4 2025 Reduced 4.02%
Astera Labs Inc
-
$1.26 Billion 0.51% of portfolio
-
Q4 2025 Added 2.55%
$139B
$1.25 Billion 0.5% of portfolio
3,611
Q4 2025 Added 20.33%
Nebius Group N.V.
-
$941 Million 0.38% of portfolio
-
Q4 2025 Added 29.48%
$181B
$891 Million 0.36% of portfolio
10,909
Q4 2025 Reduced 12.59%
$4.3T
$865 Million 0.35% of portfolio
3,181
Q4 2025 Reduced 0.62%
$0
$841 Million 0.34% of portfolio
6,393
Q4 2025 Reduced 0.78%
$0
$786 Million 0.32% of portfolio
10,958
Q4 2025 Reduced 27.09%

Summary

  • Portfolio
  • No. of Stocks 71
  • Current Value $248 Billion
  • Prior Value $228 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 16, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 6 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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