StoneCrest Wealth Management, Inc.

Q1 2026 13F-HR Holdings

Location
Chandler, AZ
Holdings as of
3/31/2026
Date filed
4/8/2026
Form type
13F-HR
Num holdings
73
Total value ($000)
$236,394
Net value change ($000)
-11,397 (-4.6%)
New positions
6
Sold out positions
4
Turnover %
5.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/16/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MU 3,340 NEW
ORCL 2,083 372.6%
SRRK 992 39.8%
RSPG 784 NEW
VRT 775 48.4%
BE 770 127.5%
SHLD 628 11.7%
NLR 488 9.3%
FWD 382 7.0%
XLE 372 NEW
Top Reduces (Value $000, Stocks/ETFs)
COWG -2,863 -100.0%
PANW -2,711 -100.0%
MSFT -1,462 -22.3%
NVDA -1,235 -8.3%
LLY -1,223 -17.2%
QQQM -1,168 -6.5%
IGV -1,101 -22.0%
RDDT -854 -52.9%
META -839 -14.0%
VRDN -776 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type