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Tyler-Stone Wealth Management

Portfolio Manager
Luke Ellis
Performance
+11.97% (2025 Q2)
AUM (13F)
$621.02M
# of Holdings
330
Performance Rank
Allocation (Top 20)
46.68%

Tyler-Stone Wealth Management Holdings Map

Top 50 Tyler-Stone Wealth Management Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NVDA
NVIDIA CORPORATION
7.76%304.9K$48.2Mโ€”โ€”โ€”2025-06-30
DGRW
WISDOMTREE TR
4.24%314.5K$26.3Mโ€”โ€”โ€”2025-06-30
AAPL
APPLE INC
3.67%111.1K$22.8Mโ€”โ€”โ€”2025-06-30
IVV
ISHARES TR
3.6%36.0K$22.4Mโ€”โ€”โ€”2025-06-30
PH
PARKER-HANNIFIN CORP
3.12%27.8K$19.4Mโ€”โ€”โ€”2025-06-30
PLTR
PALANTIR TECHNOLOGIES INC
3.03%138.0K$18.8Mโ€”โ€”โ€”2025-06-30
JPST
J P MORGAN EXCHANGE TRADED F
2.02%247.0K$12.5Mโ€”โ€”โ€”2025-06-30
JAVA
J P MORGAN EXCHANGE TRADED F
1.95%184.5K$12.1Mโ€”โ€”โ€”2025-06-30
GOOG
ALPHABET INC
1.94%67.8K$12.0Mโ€”โ€”โ€”2025-06-30
MSFT
MICROSOFT CORP
1.88%23.5K$11.7Mโ€”โ€”โ€”2025-06-30

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