StoneCrest Wealth Management, Inc.

Q3 2026 13F-HR Holdings

Location
Chandler, AZ
Holdings as of
9/30/2026
Date filed
11/3/2026
Form type
13F-HR
Num holdings
76
Total value ($000)
$310,817
Net value change ($000)
-2,145 (-0.7%)
New positions
5
Sold out positions
2
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
MSFT 2,000 37.1%
FUMB 1,734 NEW
META 1,499 29.6%
NVDA 1,464 11.3%
ARGX 1,078 159.5%
CIBR 996 13.9%
AZN 967 NEW
ICSH 863 40.1%
PLTR 456 64.9%
JAAA 393 78.3%
Top Reduces (Value $000, Stocks/ETFs)
ROUNDHILL ETF TRUST -1,252 -16.9%
SPMO -1,095 -6.7%
AIPO -1,067 -18.6%
MU -948 -7.9%
VRT -819 -30.4%
FWD -812 -11.2%
SMH -811 -8.3%
BAI -766 -10.4%
JPST -639 -31.9%
NBIS -551 -18.8%
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