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
$62B
$2.16 Million 0.37% of portfolio
73,489
Q2 2025 Reduced 29.96%
$0
$2.17 Million 0.37% of portfolio
46,520
Q2 2025 Reduced 0.03%
$0
$2.09 Million 0.36% of portfolio
40,224
Q2 2025 Reduced 1.38%
$0
$2.03 Million 0.35% of portfolio
23,975
Q2 2025 Reduced 0.05%
$146B
$2.01 Million 0.35% of portfolio
5,626
Q2 2025 Added 6.09%
$0
$2 Million 0.35% of portfolio
32,310
Q2 2025 Added 0.43%
$76.9B
$1.96 Million 0.34% of portfolio
5,491
Q2 2025 Added 4.77%
$28.1B
$1.91 Million 0.33% of portfolio
18,607
Q2 2025 Added 1.0%
$0
$1.86 Million 0.32% of portfolio
35,454
Q2 2025 Added 0.4%
$0
$1.88 Million 0.32% of portfolio
13,966
Q2 2025 Added 2.5%
$0
$1.82 Million 0.31% of portfolio
4,148
Q4 2024 Added 0.02%
$196M
$1.79 Million 0.31% of portfolio
343,600
Q2 2025 Reduced 1.77%
$0
$1.76 Million 0.3% of portfolio
7,330
Q2 2025 Reduced 0.45%
$2.91B
$1.77 Million 0.3% of portfolio
110,480
Q2 2025 Added 60.82%
$0
$1.77 Million 0.3% of portfolio
53,238
Q2 2025 Reduced 38.09%
$2.79B
$1.71 Million 0.29% of portfolio
32,296
Q2 2025 Reduced 3.84%
$0
$1.61 Million 0.28% of portfolio
12,101
Q2 2025 Added 0.5%
$0
$1.64 Million 0.28% of portfolio
17,207
Q2 2025 Added 2.83%
$0
$1.54 Million 0.27% of portfolio
8,699
Q2 2025 Added 28.28%
$134B
$1.57 Million 0.27% of portfolio
64,772
Q2 2025 Reduced 2.53%
$0
$1.55 Million 0.27% of portfolio
21,720
Q2 2025 New
$718B
$1.55 Million 0.27% of portfolio
1,988
Q2 2025 Added 0.3%
$93.7B
$1.59 Million 0.27% of portfolio
3,122
Q2 2025 Reduced 0.06%
$0
$1.48 Million 0.26% of portfolio
6,521
Q2 2025 Added 27.91%
$554B
$1.54 Million 0.26% of portfolio
2,732
Q2 2025 Added 4.55%
$0
$1.48 Million 0.26% of portfolio
71,656
Q2 2025 Reduced 4.64%
$1.34T
$1.47 Million 0.25% of portfolio
6,503
Q2 2025 Added 26.42%
$225B
$1.45 Million 0.25% of portfolio
4,958
Q2 2025 Reduced 0.08%
$0
$1.45 Million 0.25% of portfolio
41,034
Q2 2025 Added 7.43%
$0
$1.47 Million 0.25% of portfolio
12,125
Q2 2025 Reduced 5.38%
$256B
$1.43 Million 0.25% of portfolio
10,045
Q2 2025 Reduced 13.16%
$0
$1.44 Million 0.25% of portfolio
28,620
Q2 2025 Reduced 1.31%
$0
$1.41 Million 0.24% of portfolio
12,572
Q2 2025 Reduced 1.44%
$145B
$1.41 Million 0.24% of portfolio
5,301
Q2 2025 Reduced 0.06%
$0
$1.38 Million 0.24% of portfolio
18,885
Q2 2025 Added 21.27%
$25B
$1.31 Million 0.23% of portfolio
32,427
Q2 2025 Added 44.65%
$211B
$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%
$70.8B
$1.28 Million 0.22% of portfolio
5,724
Q2 2025 Added 1.24%
$428B
$1.24 Million 0.21% of portfolio
1,249
Q2 2025 Added 2.8%
$30.7B
$1.24 Million 0.21% of portfolio
21,270
Q2 2025 Reduced 12.18%
$0
$1.21 Million 0.21% of portfolio
12,232
Q2 2025 Reduced 4.15%
$0
$1.23 Million 0.21% of portfolio
11,245
Q2 2025 Reduced 1.85%
$185B
$1.15 Million 0.2% of portfolio
26,618
Q2 2025 Added 58.2%
$34.7B
$1.16 Million 0.2% of portfolio
17,454
Q3 2024 Added 100.0%
$0
$1.13 Million 0.2% of portfolio
13,884
Q2 2025 Added 0.41%
$0
$1.17 Million 0.2% of portfolio
45,810
Q2 2025 Added 1.55%
$0
$1.1 Million 0.19% of portfolio
27,958
Q2 2025 Added 29.14%

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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