StoneCrest Wealth Management, Inc. - Portfolio Stock Holdings
StoneCrest Wealth Management, Inc. disclosed 84 stock positions in a recent SEC 13F filing. $312,962,113 of stock holdings were filed, with the largest holdings including QQQM, SPMO, and IDMO. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $375,821,951 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
84Est. Stock Holding Value:
$312,962,113Top Stock Holdings By Sector
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Portfolio Stock Holdings - StoneCrest Wealth Management, Inc.
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