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 ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
DGRW Wisdomtree Tr Us Quality Divid ETFs	$0	$26.3 Million 4.54% of portfolio	314,479	Q2 2025 Added 7.32%
IVV Ishares Core S&P 500 ETF ETFs	$0	$22.4 Million 3.86% of portfolio	36,010	Q2 2025 Reduced 1.5%
JPST Jp Morgan ETF Tr Ultra Short I ETFs	$0	$12.5 Million 2.16% of portfolio	246,992	Q2 2025 Added 1.86%
JAVA Jp Morgan ETF Fd Tr Active Val ETFs	$0	$12.1 Million 2.09% of portfolio	184,536	Q2 2025 Reduced 6.13%
USMV Ishares Msci Usa Min Vol Facto ETFs	$0	$9.48 Million 1.64% of portfolio	101,023	Q2 2025 Reduced 3.44%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$8.52 Million 1.47% of portfolio	13,786	Q2 2025 Reduced 8.04%
VTI Vanguard Total Stock Market Et ETFs	$0	$6.77 Million 1.17% of portfolio	22,285	Q2 2025 Reduced 3.38%
BSJQ Invesco Etsf Fd Tr Bulletshare ETFs	$0	$6.63 Million 1.14% of portfolio	284,051	Q2 2025 Added 22.05%
BUFR First Tr Ex Td Viii Ft Cboe Ve ETFs	$0	$6.47 Million 1.12% of portfolio	203,548	Q2 2025 Reduced 8.05%
ITOT Ishares Core S&P Total U.S. St ETFs	$0	$6.17 Million 1.06% of portfolio	45,689	Q2 2025 Reduced 1.32%
NOBL Proshares S&P 500 Dividend Ari ETFs	$0	$5.91 Million 1.02% of portfolio	58,719	Q2 2025 Added 0.29%
QUAL Ishares Msci Usa Quality Facto ETFs	$0	$5.17 Million 0.89% of portfolio	28,294	Q2 2025 Added 8.0%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$4.96 Million 0.86% of portfolio	8,998	Q2 2025 Reduced 8.51%
GLD Spdr Gold Trust ETFs	$106B	$4.85 Million 0.84% of portfolio	15,925	Q2 2025 Added 1.72%
SPYV Spdr Portfolio S&P 500 Value E ETFs	$0	$3.94 Million 0.68% of portfolio	75,299	Q2 2025 Reduced 1.58%
IVW Ishares S&P 500 Growth ETF ETFs	$0	$3.78 Million 0.65% of portfolio	34,297	Q2 2025 Added 0.03%
TDIV First Trust Nasdaq Technology ETFs	$0	$3.68 Million 0.63% of portfolio	40,793	Q2 2025 Reduced 5.72%
BSJP Invesco Et Sf Idxd Fd Tr Bulle ETFs	$0	$3.6 Million 0.62% of portfolio	156,260	Q2 2025 Reduced 7.26%
COWZ Pacer Fds Tr Us Cash Cows 100 ETFs	$0	$3.39 Million 0.58% of portfolio	61,525	Q2 2025 Reduced 5.65%
BSJR Invesco Indx Tr ETFs	$0	$3.16 Million 0.55% of portfolio	139,167	Q2 2025 Added 11.95%
BUFD First Tr Exc Trd Fd Viii Ft Cb ETFs	$0	$3.12 Million 0.54% of portfolio	117,378	Q2 2025 Added 8.37%
JEPQ J P Morgan ETF Tr Nasdaq Equit ETFs	$0	$3.1 Million 0.53% of portfolio	56,925	Q2 2025 Reduced 8.93%
SCHD Schwab Strategic Tr Us Dividen ETFs	$0	$2.94 Million 0.51% of portfolio	111,076	Q2 2025 Added 9.02%
XLU Utilities Sector Spdr ETFs	$0	$2.89 Million 0.5% of portfolio	35,412	Q2 2025 Added 9.96%
IBHE Ishares Ibonds 2025 Term High ETFs	$0	$2.8 Million 0.48% of portfolio	120,522	Q2 2025 Reduced 10.72%
CGGR Capital Group Growth ETF Shs C ETFs	$0	$2.55 Million 0.44% of portfolio	62,804	Q2 2025 Added 19.4%
SPTM Spdr Portfolio S&P 1500 Compos ETFs	$0	$2.45 Million 0.42% of portfolio	32,741	Q2 2025 Added 7.44%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$2.2 Million 0.38% of portfolio	3,869	Q2 2025 Added 0.31%
FDLO Fidelity Covington Tr Low Vola ETFs	$0	$2.13 Million 0.37% of portfolio	33,877	Q2 2025 Reduced 0.83%
DGRS Wisdomtree Tr Us Small Cap Qua ETFs	$0	$2.17 Million 0.37% of portfolio	46,520	Q2 2025 Reduced 0.03%
GDX Vaneck ETF Tr Gold Miners ETF ETFs	$0	$2.09 Million 0.36% of portfolio	40,224	Q2 2025 Reduced 1.38%
XLE Energy Sector Spdr ETFs	$0	$2.03 Million 0.35% of portfolio	23,975	Q2 2025 Reduced 0.05%
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$2 Million 0.35% of portfolio	32,310	Q2 2025 Added 0.43%
XLF Financial Sector Spdr ETFs	$0	$1.86 Million 0.32% of portfolio	35,454	Q2 2025 Added 0.4%
XLV Select Sector Spdr Fund Health ETFs	$0	$1.88 Million 0.32% of portfolio	13,966	Q2 2025 Added 2.5%
VUG Vanguard Growth ETF ETFs	$0	$1.82 Million 0.31% of portfolio	4,148	Q4 2024 Added 0.02%
MTUM Ishares Msci Usa Momentum Fact ETFs	$0	$1.76 Million 0.3% of portfolio	7,330	Q2 2025 Reduced 0.45%
BUFQ First Tr Ex Tr Fd Viii Ft Cboe ETFs	$0	$1.77 Million 0.3% of portfolio	53,238	Q2 2025 Reduced 38.09%
KNG Ft Cboe Vest S&P 500 Dividend ETFs	$0	$1.62 Million 0.28% of portfolio	32,911	Q2 2025 Added 0.22%
VYM Vanguard Whitehall Fds (Vangua ETFs	$0	$1.61 Million 0.28% of portfolio	12,101	Q2 2025 Added 0.5%
SPYG Spdr Portfolio ETFs	$0	$1.64 Million 0.28% of portfolio	17,207	Q2 2025 Added 2.83%
VTV Vanguard Value ETF ETFs	$0	$1.54 Million 0.27% of portfolio	8,699	Q2 2025 Added 28.28%
SPHQ Invesco Exchange Traded Fd Tr ETFs	$0	$1.55 Million 0.27% of portfolio	21,720	Q2 2025 New
QQQM Invesco Exchange Traded Fd Tr ETFs	$0	$1.48 Million 0.26% of portfolio	6,521	Q2 2025 Added 27.91%
BSCP Invesco Et Seld Idxd Fd Tr Bul ETFs	$0	$1.48 Million 0.26% of portfolio	71,656	Q2 2025 Reduced 4.64%
SDVY First Tr ETF Vi Smid Cap Risin ETFs	$0	$1.45 Million 0.25% of portfolio	41,034	Q2 2025 Added 7.43%
GSLC Goldman Sachs ETF Tr Activebet ETFs	$0	$1.47 Million 0.25% of portfolio	12,125	Q2 2025 Reduced 5.38%
SMMU Pimco ETF Tr Sht Term Mun Bd A ETFs	$0	$1.44 Million 0.25% of portfolio	28,620	Q2 2025 Reduced 1.31%
IGM Ishares Expanded Tech Sector E ETFs	$0	$1.41 Million 0.24% of portfolio	12,572	Q2 2025 Reduced 1.44%
SPLV Invesco ETF Tr Ii S&P 500 Low ETFs	$0	$1.38 Million 0.24% of portfolio	18,885	Q2 2025 Added 21.27%

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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Tyler Stone Wealth Management Portfolio Holdings