StockDriftsStockDriftsTop 50 StoneCrest Wealth Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQM | INVESCO EXCH TRADED FD TR II | 6.73% | 69.5K | $21.1M | -1.13%(-798) | $187.59(+58.14%) | 2026-06-30 | |
| SPMO | INVESCO EXCH TRADED FD TR II | 5.25% | 101.7K | $16.4M | +9.88%(+9.15K) | $98.84(+50.93%) | 2026-06-30 | |
| IDMO | INVESCO EXCH TRADED FD TR II | 4.32% | 224.4K | $13.5M | -0.48%(-1.09K) | $49.41(+27.10%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 4.13% | 64.5K | $12.9M | -17.58%(-13.77K) | $49.06(+349.33%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 3.83% | 10.4K | $12.0M | +5.02%(+496) | $332.00(+159.65%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 3.29% | 117.3K | $10.3M | -8.32%(-10.65K) | $58.31(+56.12%) | 2026-06-30 | |
| PVAL | PUTNAM ETF TRUST | 3.22% | 197.9K | $10.1M | -3.43%(-7.03K) | $37.92(+43.92%) | 2026-06-30 | |
| BKDV | BNY MELLON ETF TRUST II | 3.14% | 293.6K | $9.8M | -1.86%(-5.56K) | $25.89(+35.54%) | 2026-06-30 | |
| SMH | VANECK ETF TRUST | 3.12% | 14.9K | $9.8M | -24.57%(-4.84K) | $175.18(+229.21%) | 2026-06-30 | |
| SEIV | SEI EXCHANGE TRADED FUNDS | 3.08% | 201.0K | $9.6M | new | $44.28(+14.58%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +72.90% |
| Top 20 Holdings Unweighted | — | — | — | — | +67.24% |
StoneCrest Wealth Management, Inc. reports $312.96M in US-listed equity holdings across 73 positions in its most recent 13F filing. Its largest disclosed positions are QQQM (6.7%), SPMO (5.3%) and IDMO (4.3%). The top 20 holdings account for 64.26% of reported assets. Its disclosed equity book has returned +72.90% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from StoneCrest Wealth Management, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2008409). View StoneCrest Wealth Management, Inc.’s 13F filings on SEC