StoneCrest Wealth Management, Inc.
All 13F Filings
- Location
- Chandler, AZ
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 312,962
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/9/2026 | 73 | 312,962 | 13F-HR | StoneCrest Wealth Management, Inc. |
| Q1 2026 | 4/8/2026 | 73 | 236,394 | 13F-HR | StoneCrest Wealth Management, Inc. |
| Q4 2025 | 1/16/2026 | 71 | 247,791 | 13F-HR | StoneCrest Wealth Management, Inc. |
| Q3 2025 | 10/23/2025 | 71 | 228,223 | 13F-HR | StoneCrest Wealth Management, Inc. |
| Q2 2025 | 7/15/2025 | 71 | 209,906 | 13F-HR | StoneCrest Wealth Management, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 99.41 K | 31.8% | 15.72 K | 0 | 15.72 K |
| ETFs | 213.6 K | 68.2% | 60.86 K | 0 | 60.86 K |
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Fund Snapshot
Q2 2026
Latest filed
7/9/2026
Total value ($000)
312,962
Holdings
73
QoQ value change ($000)
76,568
(32.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.