StockDriftsStockDriftsTop 50 Stackstone Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 4.52% | 89.5K | $45.9M | new | $442.96(+20.44%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 2.66% | 118.0K | $27.0M | new | $214.24(+1.33%) | 2026-09-30 | |
| GLD | SPDR GOLD TR | 2.46% | 65.6K | $25.0M | new | $374.61(+1.36%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 2.31% | 68.3K | $23.5M | new | $350.72(-1.87%) | 2026-09-30 | |
| AVGO | BROADCOM INC | 2.13% | 61.4K | $21.6M | new | $364.47(-8.20%) | 2026-09-30 | |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 1.84% | 222.2K | $18.7M | new | $87.09(-3.24%) | 2026-09-30 | |
| VLU | SPDR SERIES TRUST | 1.71% | 72.5K | $17.3M | new | $238.60(+2.49%) | 2026-09-30 | |
| T | AT&T INC | 1.68% | 699.0K | $17.1M | new | $22.55(+2.88%) | 2026-09-30 | |
| CVX | CHEVRON CORPORATION | 1.68% | 83.3K | $17.0M | new | $184.99(+21.29%) | 2026-09-30 | |
| WMT | WALMART INC | 1.66% | 162.4K | $16.9M | new | $108.59(+9.31%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Stackstone Wealth LLC reports $1.01B in US-listed equity holdings across 323 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (4.5%), NVDA (2.7%) and GLD (2.5%). The top 20 holdings account for 36.83% of reported assets. Figures reflect the Q3 2026 filing.
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Holdings on this page are parsed from Stackstone Wealth LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2153379). View Stackstone Wealth LLC’s 13F filings on SEC