Stone Crest Wealth Management, Inc. Portfolio Holdings

Stone Crest Wealth Management, Inc.

  • $228 Billion
  • Q3 2025

Stone Crest Wealth Management, Inc. has filed its 13F form on October 23, 2025 for Q3 2025 where it was disclosed a total value porftolio of $228 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 $16.6B, Nvidia Corp with a value of $15B, Invesco ETF Tr Ii S&P Intl Dev with a value of $11.1B, Invesco ETF Tr Ii S&P 500 Mome with a value of $10.3B, and Spdr Portfolio S&P 500 ETF (Ma with a value of $9.33B.

Examining the 13F form we can see an increase of $18.3B in the current position value, from $210B to 228B.

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 $228 Billion
ETFs: $101 Billion
Technology: $36.5 Billion
Communication Services: $13.6 Billion
Healthcare: $7.91 Billion
Consumer Cyclical: $6.52 Billion
Financial Services: $2.44 Billion
Industrials: $1.35 Billion
Consumer Defensive: $750 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$16.6 Billion 7.29% of portfolio
67,367
Q3 2025 Added 0.78%
$451B
$15 Billion 6.58% of portfolio
80,457
Q3 2025 Reduced 1.15%
$0
$11.1 Billion 4.87% of portfolio
205,953
Q3 2025 Added 28.34%
$0
$10.3 Billion 4.49% of portfolio
84,728
Q3 2025 Added 25.66%
$0
$9.33 Billion 4.09% of portfolio
119,156
Q3 2025 Added 1.16%
$0
$7.94 Billion 3.48% of portfolio
185,774
Q3 2025 Added 1.96%
Bny Mellon ETF Trust Ii
-
$7.61 Billion 3.33% of portfolio
-
Q3 2025 Added 2.04%
$0
$7.15 Billion 3.13% of portfolio
106,352
Q3 2025 Added 2.73%
$3.86T
$6.81 Billion 2.98% of portfolio
13,152
Q3 2025 Added 0.05%
$1.65T
$6.33 Billion 2.77% of portfolio
8,623
Q3 2025 Reduced 0.14%
$2.26T
$6.31 Billion 2.76% of portfolio
28,736
Q3 2025 Added 0.17%
$0
$6.21 Billion 2.72% of portfolio
19,035
Q3 2025 Added 1.62%
$1.5T
$5.89 Billion 2.58% of portfolio
24,236
Q3 2025 Added 0.94%
$0
$5.52 Billion 2.42% of portfolio
72,571
Q3 2025 Added 1.97%
Global X Fds
-
$5.38 Billion 2.36% of portfolio
-
Q3 2025 Added 2.69%
$0
$5.3 Billion 2.32% of portfolio
39,100
Q3 2025 Added 4.08%
$0
$5.07 Billion 2.22% of portfolio
44,119
Q3 2025 Added 1.58%
Ab Active Etfs Inc
-
$4.87 Billion 2.13% of portfolio
-
Q3 2025 Added 2.7%
$760B
$4.81 Billion 2.11% of portfolio
6,307
Q3 2025 Added 0.72%
Blackrock ETF Trust
-
$4.72 Billion 2.07% of portfolio
-
Q3 2025 Added 2.37%
-
$4.26 Billion 1.87% of portfolio
-
Q3 2025 Added 2.78%
$0
$4.22 Billion 1.85% of portfolio
73,902
Q3 2025 Added 2.05%
Janus Detroit Str Tr
-
$3.96 Billion 1.74% of portfolio
-
Q3 2025 Reduced 20.94%
$0
$3.86 Billion 1.69% of portfolio
31,958
Q3 2025 Reduced 1.41%
Pimco ETF Tr
-
$3.69 Billion 1.62% of portfolio
-
Q3 2025 Added 0.51%
$108B
$3.68 Billion 1.61% of portfolio
7,510
Q3 2025 Reduced 1.42%
Capital Group Equity ETF Tr
-
$3.5 Billion 1.53% of portfolio
-
Q3 2025 Added 3.73%
$64.2B
$2.87 Billion 1.26% of portfolio
14,115
Q3 2025 Added 1.27%
$0
$2.73 Billion 1.2% of portfolio
53,858
Q3 2025 Added 15.13%
Pacer Fds Tr
-
$2.67 Billion 1.17% of portfolio
-
Q3 2025 Added 3.05%
$0
$2.43 Billion 1.07% of portfolio
3,636
Q3 2025 Reduced 3.63%
$0
$2.29 Billion 1.0% of portfolio
45,178
Q3 2025 Added 2.94%
$0
$1.92 Billion 0.84% of portfolio
77,637
Q3 2025 Added 1.39%
$1.45B
$1.76 Billion 0.77% of portfolio
47,332
Q3 2025 New
$0
$1.68 Billion 0.74% of portfolio
15,029
Q3 2025 Reduced 10.79%
$356B
$1.69 Billion 0.74% of portfolio
9,286
Q3 2025 Reduced 5.71%
Reddit Inc
-
$1.48 Billion 0.65% of portfolio
-
Q3 2025 Reduced 19.98%
Astera Labs Inc
-
$1.45 Billion 0.64% of portfolio
-
Q3 2025 Added 6.17%
$196B
$1.39 Billion 0.61% of portfolio
9,369
Q3 2025 Reduced 15.41%
$0
$1.36 Billion 0.6% of portfolio
2,265
Q3 2025 Reduced 4.63%
$32.7B
$1.35 Billion 0.59% of portfolio
8,967
Q3 2025 Added 4.04%
$0
$1.3 Billion 0.57% of portfolio
25,718
Q3 2025 Reduced 13.47%
$184B
$1.22 Billion 0.54% of portfolio
12,480
Q3 2025 Reduced 16.04%
$1.53T
$1.18 Billion 0.52% of portfolio
4,832
Q3 2025 Reduced 3.01%
Nebius Group N.V.
-
$975 Million 0.43% of portfolio
-
Q3 2025 Added 99.86%
$139B
$990 Million 0.43% of portfolio
3,001
Q3 2025 Reduced 0.96%
$0
$836 Million 0.37% of portfolio
6,443
Q3 2025 Reduced 0.79%
$4.22T
$815 Million 0.36% of portfolio
3,201
Q3 2025 Reduced 8.1%
$11.9B
$743 Million 0.33% of portfolio
12,087
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 71
  • Current Value $228 Billion
  • Prior Value $210 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 23, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 10 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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