STACKSTONE WEALTH, LLC

Q3 2026 13F-HR Holdings

Location
Dubuque, IA
Holdings as of
9/30/2026
Date filed
10/19/2026
Form type
13F-HR
Num holdings
323
Total value ($000)
$1,014,602
Net value change ($000)
—
New positions
323
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: — SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
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 45,905 —
NVDA 26,960 —
GLD 25,001 —
GOOGL 23,487 —
AVGO 21,574 —
SPHQ 18,685 —
VLU 17,330 —
T 17,056 —
CVX 17,004 —
EXXONMOBIL HOLDINGS CORP 16,968 —
Top Reduces (Value $000, Stocks/ETFs)
—
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