account_balance
Investment manager · 13F filer · SEC CIK 2008409
StoneCrest Wealth Management, Inc.
Reported value$311Mas of Sep 30, 2026
Positions76 5 new, 2 sold out
Top 10 weight40.1%QQQM alone is 7%
FiledNov 334 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
QQQMInvesco Exch Traded Fd Tr II
6.7%
SPMOInvesco Exch Traded Fd Tr II
4.9%
NVDANVIDIA Corp
4.6%Trimmed −2%
IDMOInvesco Exch Traded Fd Tr II
4.4%
MUMicron Technology Inc
3.6%
SPYMSPDR Series Trust
3.4%
PVALPutnam ETF Trust
3.3%
BKDVBny Mellon ETF Trust II
3.1%
SEIVSEI Exchange Traded Funds
3.1%
RDVYFirst Tr Exchange Traded Fd
2.9%
SMHVaneck ETF Trust
2.9%
PWBInvesco Exchange Traded Fd T
2.8%
QQQMInvesco Exch Traded Fd Tr II
6.7%
SPMOInvesco Exch Traded Fd Tr II
4.9%
NVDANVIDIA Corp
4.6%
IDMOInvesco Exch Traded Fd Tr II
4.4%
MUMicron Technology Inc
3.6%
SPYMSPDR Series Trust
3.4%
PVALPutnam ETF Trust
3.3%
BKDVBny Mellon ETF Trust II
3.1%
SEIVSEI Exchange Traded Funds
3.1%
RDVYFirst Tr Exchange Traded Fd
2.9%
SMHVaneck ETF Trust
2.9%
PWBInvesco Exchange Traded Fd T
2.8%
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
QQQM Invesco Exch Traded Fd Tr II 6.7% Held
SPMO Invesco Exch Traded Fd Tr II 4.9% Held
NVDA NVIDIA Corp 4.6% Trimmed −2%IDMO Invesco Exch Traded Fd Tr II 4.4% Held
MU Micron Technology Inc 3.6% HeldSPYM SPDR Series Trust 3.4% Held
PVAL Putnam ETF Trust 3.3% Held
BKDV Bny Mellon ETF Trust II 3.1% Held
SEIV SEI Exchange Traded Funds 3.1% Held
RDVY First Tr Exchange Traded Fd 2.9% Held
SMH Vaneck ETF Trust 2.9% Held
PWB Invesco Exchange Traded Fd T 2.8% 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.