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 Market Cap. of $10 Billions to $200 Billions
