StoneCrest Wealth Management, Inc.: 13F holdings
CIK 20084092026Q2
| Positions | 73 |
|---|---|
| Reported value | $313.0m |
| Filed | 2026-07-09 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| QQQM INVESCO EXCH TRADED FD TR II | 69,520 | $21.1m | 6.7% |
| SPMO INVESCO EXCH TRADED FD TR II | 101,696 | $16.4m | 5.2% |
| INVESCO EXCH TRADED FD TR II | 224,418 | $13.5m | 4.3% |
| NVDA NVIDIA CORPORATION | 64,534 | $12.9m | 4.1% |
| MU MICRON TECHNOLOGY INC | 10,383 | $12.0m | 3.8% |
| SPYM SPDR SERIES TRUST | 117,314 | $10.3m | 3.3% |
| PVAL PUTNAM ETF TRUST | 197,882 | $10.1m | 3.2% |
| BNY MELLON ETF TRUST II | 293,642 | $9.8m | 3.1% |
| SMH VANECK ETF TRUST | 14,872 | $9.8m | 3.1% |
| SEI EXCHANGE TRADED FUNDS | 200,953 | $9.6m | 3.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2008409")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.