account_balance
Investment manager · 13F filer · SEC CIK 1764049
SlateStone Wealth, LLC
Reported value$1.32Bas of Sep 30, 2026
Positions282 16 new, 30 sold out
Top 10 weight29.5%AAPL alone is 5%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
5.1%
NVDANVIDIA Corp
4.4%Trimmed −3%
MSFTMicrosoft Corp
3.6%Trimmed −4%
QUALiShares MSCI USA Quality Factor ETF
3.5%
GOOGLAlphabet Inc.
2.5%
VXFVanguard Extended Market ETF
2.5%
AMZNAmazon.com Inc
2.1%
JPMJPMorgan Chase & Co
2.0%
CATCaterpillar Inc
1.9%Trimmed −3%
APHAmphenol Corp
1.8%
IWDiShares Russell 1000 Value ETF
1.8%Added +5%
IWFiShares Russell 1000 Growth ETF
1.7%
AAPLApple Inc.
5.1%
NVDANVIDIA Corp
4.4%Trimmed −3%
MSFTMicrosoft Corp
3.6%
QUALiShares MSCI USA Quality Factor ETF
3.5%
GOOGLAlphabet Inc.
2.5%
VXFVanguard Extended Market ETF
2.5%
AMZNAmazon.com Inc
2.1%
JPMJPMorgan Chase & Co
2.0%
CAT1.9%APH1.8%IWD1.8%
IWF1.7%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 5.1% HeldNVDA NVIDIA Corp 4.4% Trimmed −3%MSFT Microsoft Corp 3.6% Trimmed −4%
QUAL iShares MSCI USA Quality Factor ETF 3.5% Held
GOOGL Alphabet Inc. 2.5% HeldVXF Vanguard Extended Market ETF 2.5% Held
AMZN Amazon.com Inc 2.1% HeldJPM JPMorgan Chase & Co 2.0% HeldCAT Caterpillar Inc 1.9% Trimmed −3%APH Amphenol Corp 1.8% HeldIWD iShares Russell 1000 Value ETF 1.8% Added +5%
IWF iShares Russell 1000 Growth ETF 1.7% Held
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.