StockDriftsStockDriftsTop 50 Tyler-Stone Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 7.76% | 304.9K | $48.2M | — | — | — | 2025-06-30 |
| DGRW | WISDOMTREE TR | 4.24% | 314.5K | $26.3M | — | — | — | 2025-06-30 |
| AAPL | APPLE INC | 3.67% | 111.1K | $22.8M | — | — | — | 2025-06-30 |
| IVV | ISHARES TR | 3.6% | 36.0K | $22.4M | — | — | — | 2025-06-30 |
| PH | PARKER-HANNIFIN CORP | 3.12% | 27.8K | $19.4M | — | — | — | 2025-06-30 |
| PLTR | PALANTIR TECHNOLOGIES INC | 3.03% | 138.0K | $18.8M | — | — | — | 2025-06-30 |
| JPST | J P MORGAN EXCHANGE TRADED F | 2.02% | 247.0K | $12.5M | — | — | — | 2025-06-30 |
| JAVA | J P MORGAN EXCHANGE TRADED F | 1.95% | 184.5K | $12.1M | — | — | — | 2025-06-30 |
| GOOG | ALPHABET INC | 1.94% | 67.8K | $12.0M | — | — | — | 2025-06-30 |
| MSFT | MICROSOFT CORP | 1.88% | 23.5K | $11.7M | — | — | — | 2025-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +64.34% |
| Top 20 Holdings Unweighted | — | — | — | — | +46.78% |
Tyler-Stone Wealth Management reports $621.02M in US-listed equity holdings across 330 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (7.8%), DGRW (4.2%) and AAPL (3.7%). The top 20 holdings account for 46.68% of reported assets. Its disclosed equity book has returned +64.34% cumulatively over 10 quarters. Figures reflect the Q2 2025 filing.
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Holdings on this page are parsed from Tyler-Stone Wealth Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1912584). View Tyler-Stone Wealth Management’s 13F filings on SEC