Tyler Stone Wealth Management Portfolio Holdings

Tyler Stone Wealth Management

  • $580 Million
  • Q2 2025

Tyler Stone Wealth Management has filed its 13F form on August 18, 2025 for Q2 2025 where it was disclosed a total value porftolio of $580 Million distributed in 330 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $48.2M, Wisdomtree Tr Us Quality Divid with a value of $26.3M, Apple Inc. with a value of $22.8M, Ishares Core S&P 500 ETF with a value of $22.4M, and Parker Hannifin Corp with a value of $19.4M.

Examining the 13F form we can see an increase of $56.9M in the current position value, from $523M to 580M.

Tyler Stone Wealth Management is based out at Beachwood, OH

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

Portfolio value $580 Million
ETFs: $276 Million
Technology: $125 Million
Financial Services: $48 Million
Industrials: $27.5 Million
Communication Services: $26.9 Million
Consumer Defensive: $20.3 Million
Consumer Cyclical: $19.8 Million
Energy: $14.9 Million
Other: $21.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$506B
$48.2 Million 8.31% of portfolio
304,913
Q2 2025 Reduced 4.67%
$0
$26.3 Million 4.54% of portfolio
314,479
Q2 2025 Added 7.32%
$4.36T
$22.8 Million 3.93% of portfolio
111,121
Q2 2025 Added 0.02%
$0
$22.4 Million 3.86% of portfolio
36,010
Q2 2025 Reduced 1.5%
$99.5B
$19.4 Million 3.35% of portfolio
27,779
Q2 2025 Added 1.38%
$382B
$18.8 Million 3.24% of portfolio
137,993
Q2 2025 Reduced 19.83%
$0
$12.5 Million 2.16% of portfolio
246,992
Q2 2025 Added 1.86%
$0
$12.1 Million 2.09% of portfolio
184,536
Q2 2025 Reduced 6.13%
$1.72T
$12 Million 2.08% of portfolio
67,838
Q2 2025 Added 16.24%
$3.92T
$11.7 Million 2.02% of portfolio
23,497
Q2 2025 Added 2.73%
$2.27T
$9.95 Million 1.72% of portfolio
45,332
Q2 2025 Added 3.52%
$0
$9.48 Million 1.64% of portfolio
101,023
Q2 2025 Reduced 3.44%
$646B
$9.03 Million 1.56% of portfolio
18,581
Q2 2025 Added 2.22%
$0
$8.52 Million 1.47% of portfolio
13,786
Q2 2025 Reduced 8.04%
$226B
$7.85 Million 1.35% of portfolio
43,087
Q2 2025 Added 0.7%
$478B
$7.66 Million 1.32% of portfolio
71,091
Q2 2025 Added 14.09%
$1.5T
$6.94 Million 1.2% of portfolio
39,365
Q2 2025 Added 10.09%
$0
$6.77 Million 1.17% of portfolio
22,285
Q2 2025 Reduced 3.38%
$0
$6.63 Million 1.14% of portfolio
284,051
Q2 2025 Added 22.05%
$0
$6.47 Million 1.12% of portfolio
203,548
Q2 2025 Reduced 8.05%
$0
$6.17 Million 1.06% of portfolio
45,689
Q2 2025 Reduced 1.32%
$564B
$5.96 Million 1.03% of portfolio
16,793
Q2 2025 Added 0.93%
$0
$5.91 Million 1.02% of portfolio
58,719
Q2 2025 Added 0.29%
$0
$5.17 Million 0.89% of portfolio
28,294
Q2 2025 Added 8.0%
$0
$4.96 Million 0.86% of portfolio
8,998
Q2 2025 Reduced 8.51%
$128B
$4.85 Million 0.84% of portfolio
15,925
Q2 2025 Added 1.72%
$102B
$4.58 Million 0.79% of portfolio
78,130
Q2 2025 Reduced 2.88%
$0
$3.94 Million 0.68% of portfolio
75,299
Q2 2025 Reduced 1.58%
$191B
$3.96 Million 0.68% of portfolio
42,405
Q2 2025 Reduced 11.35%
$1.65T
$3.81 Million 0.66% of portfolio
5,159
Q2 2025 Added 4.05%
$0
$3.78 Million 0.65% of portfolio
34,297
Q2 2025 Added 0.03%
$0
$3.68 Million 0.63% of portfolio
40,793
Q2 2025 Reduced 5.72%
$0
$3.6 Million 0.62% of portfolio
156,260
Q2 2025 Reduced 7.26%
$426B
$3.47 Million 0.6% of portfolio
73,285
Q2 2025 Added 10.04%
$0
$3.39 Million 0.58% of portfolio
61,525
Q2 2025 Reduced 5.65%
$1.39T
$3.26 Million 0.56% of portfolio
10,277
Q2 2025 Reduced 2.86%
$908B
$3.16 Million 0.55% of portfolio
10,908
Q2 2025 Reduced 3.3%
$0
$3.16 Million 0.55% of portfolio
139,167
Q2 2025 Added 11.95%
$0
$3.12 Million 0.54% of portfolio
117,378
Q2 2025 Added 8.37%
$16.3B
$3.15 Million 0.54% of portfolio
180,984
Q2 2025 Added 1.76%
$0
$3.1 Million 0.53% of portfolio
56,925
Q2 2025 Reduced 8.93%
$0
$2.94 Million 0.51% of portfolio
111,076
Q2 2025 Added 9.02%
$0
$2.89 Million 0.5% of portfolio
35,412
Q2 2025 Added 9.96%
$0
$2.8 Million 0.48% of portfolio
120,522
Q2 2025 Reduced 10.72%
$0
$2.55 Million 0.44% of portfolio
62,804
Q2 2025 Added 19.4%
$3.66B
$2.56 Million 0.44% of portfolio
39,634
Q2 2025 Reduced 27.72%
$0
$2.45 Million 0.42% of portfolio
32,741
Q2 2025 Added 7.44%
$0
$2.2 Million 0.38% of portfolio
3,869
Q2 2025 Added 0.31%
$0
$2.13 Million 0.37% of portfolio
33,877
Q2 2025 Reduced 0.83%

Summary

  • Portfolio
  • No. of Stocks 330
  • Current Value $580 Million
  • Prior Value $523 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 18, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 23 stocks
  • Additional Purchases 149 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 112 stocks
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