Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
StoneCrest Wealth Management, Inc. (CIK 2008409) reported $236.4M across 73 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: QQQM ($16.7M, 7.07%), NVDA ($13.7M, 5.78%), IDMO ($12.4M, 5.23%), SPMO ($10.4M, 4.39%), SPLG ($9.8M, 4.14%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QQQM | INVESCO EXCH TRADED FD TR II | $16.7M | 7.07% | 70,318 | Trimmed |
| 2 | NVDA | NVIDIA CORPORATION | $13.7M | 5.78% | 78,302 | Trimmed |
| 3 | IDMO | INVESCO EXCH TRADED FD TR II | $12.4M | 5.23% | 225,508 | Added |
| 4 | SPMO | INVESCO EXCH TRADED FD TR II | $10.4M | 4.39% | 92,550 | Added |
| 5 | SPLG | SPDR SERIES TRUST | $9.8M | 4.14% | 127,963 | Added |
| 6 | PVAL | PUTNAM ETF TRUST | $9.5M | 4.02% | 204,914 | Added |
| 7 | BKDV | BNY MELLON ETF TRUST II | $8.9M | 3.75% | 299,201 | Added |
| 8 | RDVY | FIRST TR EXCHANGE TRADED FD | $8.1M | 3.41% | 118,133 | Added |
| 9 | SMH | VANECK ETF TRUST | $7.6M | 3.20% | 19,717 | Trimmed |
| 10 | GOOGL | ALPHABET INC | $7.1M | 3.01% | 24,711 | Trimmed |
| 11 | AMZN | AMAZON COM INC | $6.3M | 2.65% | 30,054 | Trimmed |
| 12 | SHLD | GLOBAL X FDS | $6.0M | 2.53% | 84,316 | Added |
| 13 | LLY | ELI LILLY & CO | $5.9M | 2.48% | 6,380 | Trimmed |
| 14 | FWD | AB ACTIVE ETFS INC | $5.8M | 2.47% | 53,733 | Added |
| 15 | NLR | VANECK ETF TRUST | $5.7M | 2.43% | 43,059 | Added |
| 16 | META | META PLATFORMS INC | $5.1M | 2.18% | 8,993 | Trimmed |
| 17 | BAI | BLACKROCK ETF TRUST | $5.1M | 2.16% | 154,992 | Added |
| 18 | MSFT | MICROSOFT CORP | $5.1M | 2.16% | 13,776 | Added |
| 19 | QQQI | NEOS ETF TRUST | $5.0M | 2.13% | 101,292 | Trimmed |
| 20 | CIBR | FIRST TR EXCHANGE-TRADED FD | $5.0M | 2.10% | 79,013 | Added |
| 21 | SPYI | NEOS ETF TRUST | $4.6M | 1.94% | 92,949 | Added |
| 22 | RDVI | FIRST TR EXCHANGE-TRADED FD | $4.6M | 1.94% | 179,288 | Added |
| 23 | JSI | JANUS DETROIT STR TR | $4.2M | 1.79% | 82,179 | Added |
| 24 | CGMM | CAPITAL GROUP EQUITY ETF TR | $4.1M | 1.73% | 139,692 | Added |
| 25 | PYLD | PIMCO ETF TR | $4.0M | 1.69% | 152,764 | Added |
Source: SEC Form 13F filings · as of 2026-03-31