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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$505B
$48.2 Million 8.31% of portfolio
304,913
Q2 2025 Reduced 4.67%
$4.35T
$22.8 Million 3.93% of portfolio
111,121
Q2 2025 Added 0.02%
$99.3B
$19.4 Million 3.35% of portfolio
27,779
Q2 2025 Added 1.38%
$394B
$18.8 Million 3.24% of portfolio
137,993
Q2 2025 Reduced 19.83%
$1.72T
$12 Million 2.08% of portfolio
67,838
Q2 2025 Added 16.24%
$3.86T
$11.7 Million 2.02% of portfolio
23,497
Q2 2025 Added 2.73%
$2.49T
$9.95 Million 1.72% of portfolio
45,332
Q2 2025 Added 3.52%
$621B
$9.03 Million 1.56% of portfolio
18,581
Q2 2025 Added 2.22%
$224B
$7.85 Million 1.35% of portfolio
43,087
Q2 2025 Added 0.7%
$477B
$7.66 Million 1.32% of portfolio
71,091
Q2 2025 Added 14.09%
$104B
$7.24 Million 1.25% of portfolio
48,420
Q2 2025 Reduced 1.55%
$1.68T
$6.94 Million 1.2% of portfolio
39,365
Q2 2025 Added 10.09%
$557B
$5.96 Million 1.03% of portfolio
16,793
Q2 2025 Added 0.93%
$101B
$4.58 Million 0.79% of portfolio
78,130
Q2 2025 Reduced 2.88%
$191B
$3.96 Million 0.68% of portfolio
42,405
Q2 2025 Reduced 11.35%
$1.46T
$3.81 Million 0.66% of portfolio
5,159
Q2 2025 Added 4.05%
$1.44T
$3.26 Million 0.56% of portfolio
10,277
Q2 2025 Reduced 2.86%
$913B
$3.16 Million 0.55% of portfolio
10,908
Q2 2025 Reduced 3.3%
$16.4B
$3.15 Million 0.54% of portfolio
180,984
Q2 2025 Added 1.76%
$3.87B
$2.56 Million 0.44% of portfolio
39,634
Q2 2025 Reduced 27.72%
$58.9B
$2.16 Million 0.37% of portfolio
73,489
Q2 2025 Reduced 29.96%
$152B
$2.01 Million 0.35% of portfolio
5,626
Q2 2025 Added 6.09%
$70.5B
$1.96 Million 0.34% of portfolio
5,491
Q2 2025 Added 4.77%
$29.9B
$1.91 Million 0.33% of portfolio
18,607
Q2 2025 Added 1.0%
$236M
$1.79 Million 0.31% of portfolio
343,600
Q2 2025 Reduced 1.77%
$2.53B
$1.77 Million 0.3% of portfolio
110,480
Q2 2025 Added 60.82%
$2.08B
$1.71 Million 0.29% of portfolio
32,296
Q2 2025 Reduced 3.84%
$138B
$1.57 Million 0.27% of portfolio
64,772
Q2 2025 Reduced 2.53%
$820B
$1.55 Million 0.27% of portfolio
1,988
Q2 2025 Added 0.3%
$117B
$1.59 Million 0.27% of portfolio
3,122
Q2 2025 Reduced 0.06%
$526B
$1.54 Million 0.26% of portfolio
2,732
Q2 2025 Added 4.55%
$1.56T
$1.47 Million 0.25% of portfolio
6,503
Q2 2025 Added 26.42%
$220B
$1.45 Million 0.25% of portfolio
4,958
Q2 2025 Reduced 0.08%
$413B
$1.43 Million 0.25% of portfolio
10,045
Q2 2025 Reduced 13.16%
$121B
$1.41 Million 0.24% of portfolio
5,301
Q2 2025 Reduced 0.06%
$26.2B
$1.31 Million 0.23% of portfolio
32,427
Q2 2025 Added 44.65%
$176B
$1.32 Million 0.23% of portfolio
45,447
Q2 2025 Reduced 6.49%
$60B
$1.35 Million 0.23% of portfolio
15,770
Q2 2025 Added 0.77%
$831M
$1.28 Million 0.22% of portfolio
26,340
Q2 2025 Reduced 1.5%
$88B
$1.28 Million 0.22% of portfolio
5,724
Q2 2025 Added 1.24%
$403B
$1.24 Million 0.21% of portfolio
1,249
Q2 2025 Added 2.8%
$29.3B
$1.24 Million 0.21% of portfolio
21,270
Q2 2025 Reduced 12.18%
$167B
$1.15 Million 0.2% of portfolio
26,618
Q2 2025 Added 58.2%
$35.7B
$1.16 Million 0.2% of portfolio
17,454
Q3 2024 Added 100.0%
$123B
$1.05 Million 0.18% of portfolio
3,260
Q2 2025 Added 54.94%
$115B
$1.06 Million 0.18% of portfolio
3,662
Q2 2025 Added 0.11%
$389B
$1.05 Million 0.18% of portfolio
2,875
Q2 2025 Added 2.42%
$54.3B
$1.01 Million 0.17% of portfolio
26,897
Q2 2025 Added 0.01%
$494B
$997,000 0.17% of portfolio
6,533
Q2 2025 Added 0.09%

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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