Tyler-Stone Wealth Management

Est. AUM

$621.0M

13F long equity, this entity only

Positions

330

Period

Jun 2025 (Q2)

SEC EDGAR

View filings ↗

Jun 2025 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NVIDIA CORPORATION	COM	$48.2M	304913	7.76%	SOLE
2	WISDOMTREE TR	US QTLY DIV GRT	$26.3M	314479	4.24%	SOLE
3	APPLE INC	COM	$22.8M	111121	3.67%	SOLE
4	ISHARES TR	CORE S&P500 ETF	$22.4M	36010	3.60%	SOLE
5	PARKER-HANNIFIN CORP	COM	$19.4M	27779	3.12%	SOLE
6	PALANTIR TECHNOLOGIES INC	CL A	$18.8M	137993	3.03%	SOLE
7	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$12.5M	246992	2.02%	SOLE
8	J P MORGAN EXCHANGE TRADED F	ACTIVE VALUE ETF	$12.1M	184536	1.95%	SOLE
9	ALPHABET INC	CAP STK CL C	$12.0M	67838	1.94%	SOLE
10	MICROSOFT CORP	COM	$11.7M	23497	1.88%	SOLE
11	NEOS ETF TRUST	NASDAQ 100 HIGH	$10.2M	196455	1.65%	SOLE
12	AMAZON COM INC	COM	$9.9M	45332	1.60%	SOLE
13	ISHARES TR	MSCI USA MIN VOL	$9.5M	101023	1.53%	SOLE
14	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$9.0M	18581	1.45%	SOLE
15	SPDR S&P 500 ETF TR	TR UNIT	$8.5M	13786	1.37%	SOLE
16	PHILIP MORRIS INTL INC	COM	$7.8M	43087	1.26%	SOLE
17	EXXON MOBIL CORP	COM	$7.7M	71091	1.23%	SOLE
18	BLACKSTONE INC	COM	$7.2M	48420	1.17%	SOLE
19	ALPHABET INC	CAP STK CL A	$6.9M	39365	1.12%	SOLE
20	VANGUARD INDEX FDS	TOTAL STK MKT	$6.8M	22285	1.09%	SOLE
21	INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 26	$6.6M	284051	1.07%	SOLE
22	J P MORGAN EXCHANGE TRADED F	HEDGED EQUITY LA	$6.5M	103617	1.04%	SOLE
23	FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$6.5M	203548	1.04%	SOLE
24	ISHARES TR	CORE S&P TTL STK	$6.2M	45689	0.99%	SOLE
25	VISA INC	COM CL A	$6.0M	16793	0.96%	SOLE
26	PROSHARES TR	S&P 500 DV ARIST	$5.9M	58719	0.95%	SOLE
27	J P MORGAN EXCHANGE TRADED F	ACTIVE BOND ETF	$5.5M	102707	0.89%	SOLE
28	ISHARES TR	MSCI USA QLT FCT	$5.2M	28294	0.83%	SOLE
29	INVESCO QQQ TR	UNIT SER 1	$5.0M	8998	0.80%	SOLE
30	SPDR GOLD TR	GOLD SHS	$4.9M	15925	0.78%	SOLE
31	ALTRIA GROUP INC	COM	$4.6M	78130	0.74%	SOLE
32	J P MORGAN EXCHANGE TRADED F	ACTIVE GROWTH	$4.4M	50832	0.70%	SOLE
33	UBER TECHNOLOGIES INC	COM	$4.0M	42405	0.64%	SOLE
34	SPDR SERIES TRUST	PRTFLO S&P500 VL	$3.9M	75299	0.63%	SOLE
35	META PLATFORMS INC	CL A	$3.8M	5159	0.61%	SOLE
36	ISHARES TR	S&P 500 GRWT ETF	$3.8M	34297	0.61%	SOLE
37	FIRST TR EXCHANGE TRADED FD	NASD TECH DIV	$3.7M	40793	0.59%	SOLE
38	INVESCO EXCH TRD SLF IDX FD	BULSHS 2025 HY	$3.6M	156260	0.58%	SOLE
39	BANK AMERICA CORP	COM	$3.5M	73285	0.56%	SOLE
40	PACER FDS TR	US CASH COWS 100	$3.4M	61525	0.55%	SOLE
41	TESLA INC	COM	$3.3M	10277	0.53%	SOLE
42	JPMORGAN CHASE & CO.	COM	$3.2M	10908	0.51%	SOLE
43	INVESCO EXCH TRD SLF IDX FD	BULETSHS 2027	$3.2M	139167	0.51%	SOLE
44	KEYCORP	COM	$3.2M	180984	0.51%	SOLE
45	FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$3.1M	117378	0.50%	SOLE
46	J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$3.1M	56925	0.50%	SOLE
47	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$2.9M	111076	0.47%	SOLE
48	SELECT SECTOR SPDR TR	SBI INT-UTILS	$2.9M	35412	0.47%	SOLE
49	ISHARES TR	IBONDS 25 TRM HG	$2.8M	120522	0.45%	SOLE
50	UPSTART HLDGS INC	COM	$2.6M	39634	0.41%	SOLE

1–50 of 330

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.