account_balance
Investment manager · 13F filer · SEC CIK 2153379
Stackstone Wealth, LLC
Reported value$1.01Bas of Sep 30, 2026
Positions323
Top 10 weight22.7%MSFT alone is 5%
FiledOct 1919 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
MSFTMicrosoft Corp
4.5%
NVDANVIDIA Corp
2.7%
GLDSPDR Gold Trust
2.5%
GOOGLAlphabet Inc.
2.3%
AVGOBroadcom Inc.
2.1%
SPHQInvesco Exchange Traded Fd T
1.8%
VLUSPDR Series Trust
1.7%
TAT&T Inc.
1.7%
CVXChevron Corp
1.7%
XOMExxonMobil Holdings Corp
1.7%
WMTWalmart Inc.
1.7%
SCCOSouthern Copper Corp
1.6%
MSFTMicrosoft Corp
4.5%
NVDANVIDIA Corp
2.7%
GLDSPDR Gold Trust
2.5%
GOOGLAlphabet Inc.
2.3%
AVGOBroadcom Inc.
2.1%
SPHQInvesco Exchange Traded Fd T
1.8%
VLUSPDR Series Trust
1.7%
TAT&T Inc.
1.7%
CVXChevron Corp
1.7%
XOM1.7%WMT1.7%SCCOBoxes 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
MSFT Microsoft Corp 4.5% NVDA NVIDIA Corp 2.7% GLD SPDR Gold Trust 2.5% GOOGL Alphabet Inc. 2.3% AVGO Broadcom Inc. 2.1%
SPHQ Invesco Exchange Traded Fd T 1.8%
VLU SPDR Series Trust 1.7%
T AT&T Inc. 1.7% CVX Chevron Corp 1.7% XOM ExxonMobil Holdings Corp 1.7% WMT Walmart Inc. 1.7% SCCO Southern Copper Corp 1.6% Free weekly email
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