StoneCrest Wealth Management, Inc.

Q2 2026 13F-HR Holdings

Location
Chandler, AZ
Holdings as of
6/30/2026
Date filed
7/9/2026
Form type
13F-HR
Num holdings
73
Total value ($000)
$312,962
Net value change ($000)
+76,568 (32.4%)
New positions
11
Sold out positions
11
Turnover %
21.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/8/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
SEIV 9,646 NEW
PWB 9,087 NEW
MU 8,645 258.8%
ROUNDHILL ETF TRUST 7,410 NEW
IGPT 7,106 NEW
SPMO 6,052 58.3%
AIPO 5,741 NEW
QQQM 4,353 26.1%
SPYG 3,537 NEW
AVGO 3,200 296.0%
Top Reduces (Value $000, Stocks/ETFs)
SHLD -5,973 -100.0%
IGV -3,893 -100.0%
CRWD -3,008 -100.0%
XLVI -1,807 -100.0%
NLR -1,255 -21.9%
SHOP -1,106 -100.0%
RSPG -784 -100.0%
RDDT -759 -100.0%
UBER -758 -100.0%
NVDA -743 -5.4%
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