Stone Crest Wealth Management, Inc. Portfolio Holdings

Stone Crest Wealth Management, Inc.

  • $210 Billion
  • Q2 2025

Stone Crest Wealth Management, Inc. has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $210 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 $15.2B, Nvidia Corp with a value of $12.9B, Spdr Portfolio S&P 500 ETF (Ma with a value of $8.56B, Invesco ETF Tr Ii S&P Intl Dev with a value of $8.22B, and Invesco ETF Tr Ii S&P 500 Mome with a value of $7.58B.

Examining the 13F form we can see an increase of $52.5B in the current position value, from $157B to 210B.

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 $210 Billion
ETFs: $99.5 Billion
Technology: $31.7 Billion
Communication Services: $11.5 Billion
Consumer Cyclical: $6.51 Billion
Healthcare: $5.67 Billion
Financial Services: $1.71 Billion
Industrials: $1.11 Billion
Consumer Defensive: $786 Million
Other: $560 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$15.2 Billion 7.23% of portfolio
66,845
Q2 2025 Added 2.05%
$409B
$12.9 Billion 6.13% of portfolio
81,396
Q2 2025 Reduced 0.11%
$0
$8.56 Billion 4.08% of portfolio
117,794
Q2 2025 Added 3.45%
$0
$8.22 Billion 3.92% of portfolio
160,476
Q2 2025 New
$0
$7.58 Billion 3.61% of portfolio
67,427
Q2 2025 Added 8.4%
$0
$7.33 Billion 3.49% of portfolio
182,199
Q2 2025 Added 1.68%
Bny Mellon ETF Trust Ii
-
$7.13 Billion 3.4% of portfolio
-
Q2 2025 Added 317.96%
$3.75T
$6.54 Billion 3.12% of portfolio
13,146
Q2 2025 Reduced 1.77%
$0
$6.5 Billion 3.09% of portfolio
103,523
Q2 2025 Reduced 8.2%
$1.62T
$6.37 Billion 3.04% of portfolio
8,635
Q2 2025 Reduced 0.58%
$2.3T
$6.29 Billion 3.0% of portfolio
28,687
Q2 2025 Reduced 0.52%
$0
$5.38 Billion 2.56% of portfolio
71,167
Q2 2025 Reduced 7.85%
$0
$5.22 Billion 2.49% of portfolio
18,731
Q2 2025 Reduced 6.27%
Janus Detroit Str Tr
-
$5.05 Billion 2.4% of portfolio
-
Q2 2025 Added 61.19%
$0
$4.98 Billion 2.37% of portfolio
91,619
Q2 2025 Added 3.08%
$760B
$4.88 Billion 2.33% of portfolio
6,262
Q2 2025 Added 2.5%
Global X Fds
-
$4.5 Billion 2.14% of portfolio
-
Q2 2025 New
$0
$4.35 Billion 2.07% of portfolio
23,921
Q2 2025 Added 2.36%
$1.07T
$4.23 Billion 2.02% of portfolio
24,011
Q2 2025 Added 1.97%
Ab Active Etfs Inc
-
$4.2 Billion 2.0% of portfolio
-
Q2 2025 New
$0
$4.18 Billion 1.99% of portfolio
37,569
Q2 2025 Added 194.96%
$0
$4.12 Billion 1.96% of portfolio
72,418
Q2 2025 Added 3.64%
-
$3.99 Billion 1.9% of portfolio
-
Q2 2025 New
Blackrock ETF Trust
-
$3.89 Billion 1.85% of portfolio
-
Q2 2025 Added 4.44%
$102B
$3.88 Billion 1.85% of portfolio
7,618
Q2 2025 Added 1.9%
Pimco ETF Tr
-
$3.63 Billion 1.73% of portfolio
-
Q2 2025 Added 31.9%
$0
$3.57 Billion 1.7% of portfolio
32,416
Q2 2025 Added 1.03%
Capital Group Equity ETF Tr
-
$3.2 Billion 1.52% of portfolio
-
Q2 2025 New
$57.1B
$2.85 Billion 1.36% of portfolio
13,938
Q2 2025 Added 1.76%
Pacer Fds Tr
-
$2.51 Billion 1.19% of portfolio
-
Q2 2025 New
$0
$2.37 Billion 1.13% of portfolio
46,782
Q2 2025 Added 18.41%
$0
$2.34 Billion 1.12% of portfolio
3,773
Q2 2025 Reduced 4.55%
$0
$2.22 Billion 1.06% of portfolio
43,889
Q2 2025 Added 22.28%
$0
$1.87 Billion 0.89% of portfolio
76,574
Q2 2025 New
$0
$1.49 Billion 0.71% of portfolio
29,721
Q3 2024 New
$0
$1.39 Billion 0.66% of portfolio
27,339
Q2 2025 Reduced 55.7%
$186B
$1.39 Billion 0.66% of portfolio
14,864
Q2 2025 Added 0.65%
$293B
$1.34 Billion 0.64% of portfolio
9,848
Q2 2025 Added 5.03%
$0
$1.31 Billion 0.62% of portfolio
2,375
Q2 2025 Reduced 7.44%
$139B
$1.28 Billion 0.61% of portfolio
11,076
Q2 2025 Added 0.11%
Reddit Inc
-
$1.21 Billion 0.58% of portfolio
-
Q2 2025 Reduced 2.34%
$32.7B
$1.11 Billion 0.53% of portfolio
8,619
Q2 2025 Added 10.71%
$0
$943 Million 0.45% of portfolio
16,847
Q2 2025 Added 4.95%
$1.11T
$884 Million 0.42% of portfolio
4,982
Q2 2025 Reduced 6.67%
Arm Holdings PLC
-
$870 Million 0.41% of portfolio
-
Q2 2025 Added 2.83%
$112B
$835 Million 0.4% of portfolio
3,030
Q2 2025 Added 8.49%
$0
$803 Million 0.38% of portfolio
6,494
Q2 2025 Reduced 2.45%
Coherent Corp
-
$755 Million 0.36% of portfolio
-
Q2 2025 Added 23.02%
J P Morgan Exchange Traded F
-
$723 Million 0.34% of portfolio
-
Q1 2025 Added 5.65%

Summary

  • Portfolio
  • No. of Stocks 71
  • Current Value $210 Billion
  • Prior Value $157 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 10 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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