StoneCrest Wealth Management, Inc.

Est. AUM

$236.4M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$16.7M	70318	7.07%	SOLE
2	NVIDIA CORPORATION	COM	$13.7M	78302	5.78%	SOLE
3	INVESCO EXCH TRADED FD TR II	S&P INTL MOMNT	$12.4M	225508	5.23%	SOLE
4	INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$10.4M	92550	4.39%	SOLE
5	SPDR SERIES TRUST	STATE STREET SPD	$9.8M	127963	4.14%	SOLE
6	PUTNAM ETF TRUST	FOCUSED LAR CAP	$9.5M	204914	4.02%	SOLE
7	BNY MELLON ETF TRUST II	DYNAMIC VALUE	$8.9M	299201	3.75%	SOLE
8	FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$8.1M	118133	3.41%	SOLE
9	VANECK ETF TRUST	SEMICONDUCTR ETF	$7.6M	19717	3.20%	SOLE
10	ALPHABET INC	CAP STK CL A	$7.1M	24711	3.01%	SOLE
11	AMAZON COM INC	COM	$6.3M	30054	2.65%	SOLE
12	GLOBAL X FDS	DEFENSE TECH ETF	$6.0M	84316	2.53%	SOLE
13	ELI LILLY & CO	COM	$5.9M	6380	2.48%	SOLE
14	AB ACTIVE ETFS INC	DISRUPTORS ETF	$5.8M	53733	2.47%	SOLE
15	VANECK ETF TRUST	URANIUM AND NUCL	$5.7M	43059	2.43%	SOLE
16	META PLATFORMS INC	CL A	$5.1M	8993	2.18%	SOLE
17	BLACKROCK ETF TRUST	ISHARES A I INNO	$5.1M	154992	2.16%	SOLE
18	MICROSOFT CORP	COM	$5.1M	13776	2.16%	SOLE
19	NEOS ETF TRUST	NASDAQ 100 HIGH	$5.0M	101292	2.13%	SOLE
20	FIRST TR EXCHANGE-TRADED FD	NASDAQ CYB ETF	$5.0M	79013	2.10%	SOLE
21	NEOS ETF TRUST	NEOS S&P 500 HI	$4.6M	92949	1.94%	SOLE
22	FIRST TR EXCHANGE-TRADED FD	FT VEST RIS	$4.6M	179288	1.94%	SOLE
23	JANUS DETROIT STR TR	HENDERSON SECURI	$4.2M	82179	1.79%	SOLE
24	CAPITAL GROUP EQUITY ETF TR	US SMALL AND MID	$4.1M	139692	1.73%	SOLE
25	PIMCO ETF TR	MULTISECTOR BD	$4.0M	152764	1.69%	SOLE
26	ISHARES TR	EXPANDED TECH	$3.9M	48638	1.65%	SOLE
27	SCHOLAR ROCK HLDG CORP	COM	$3.5M	70914	1.47%	SOLE
28	ISHARES TR	S&P 500 GRWT ETF	$3.5M	30549	1.46%	SOLE
29	MICRON TECHNOLOGY INC	COM	$3.3M	9887	1.41%	SOLE
30	CROWDSTRIKE HLDGS INC	CL A	$3.0M	7705	1.27%	SOLE
31	ISHARES TR	ULTRA SHORT DUR	$2.7M	53305	1.14%	SOLE
32	ORACLE CORP	COM	$2.6M	17960	1.12%	SOLE
33	VERTIV HOLDINGS CO	COM CL A	$2.4M	9484	1.01%	SOLE
34	ISHARES TR	CORE S&P500 ETF	$2.3M	3463	0.96%	SOLE
35	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$2.3M	44461	0.95%	SOLE
36	FIRST TR EXCH TRADED FD III	INSTL PFD SECS	$2.0M	105581	0.85%	SOLE
37	SELECT SECTOR SPDR TR	STATE STREET HEA	$1.8M	71959	0.76%	SOLE
38	BLOOM ENERGY CORP	COM CL A	$1.4M	10143	0.58%	SOLE
39	PIMCO ETF TR	SHTRM MUN BD ACT	$1.3M	26707	0.57%	SOLE
40	NEBIUS GROUP N.V.	SHS CLASS A	$1.2M	12005	0.53%	SOLE
41	ALPHABET INC	CAP STK CL C	$1.2M	4331	0.53%	SOLE
42	INVESCO QQQ TR	UNIT SER 1	$1.2M	2043	0.50%	SOLE
43	PALANTIR TECHNOLOGIES INC	CL A	$1.1M	7690	0.48%	SOLE
44	SHOPIFY INC	CL A SUB VTG SHS	$1.1M	9326	0.47%	SOLE
45	BROADCOM INC	COM	$1.1M	3492	0.46%	SOLE
46	ISHARES TR	S&P MC 400VL ETF	$827K	6244	0.35%	SOLE
47	ISHARES TR	ISHARES SEMICDTR	$812K	2471	0.34%	SOLE
48	INVESCO EXCHANGE TRADED FD T	S&P500 EQL ENR	$784K	7166	0.33%	SOLE
49	ASTERA LABS INC	COM	$784K	7153	0.33%	SOLE
50	REDDIT INC	CL A	$759K	5639	0.32%	SOLE

1–50 of 73

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