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Stackstone Wealth, LLC — 13F Portfolio Report & Top Holdings (Q3 2026)
Stackstone Wealth, LLCCIK: 0002153379
Diversified strategyLong-term holderQuality / disciplined sizing
Total reported value
$1.0B
Reporting period: 2026-09-30 · Number of holdings: 323
STACKSTONE WEALTH, LLC disclosed 323 holdings in its latest 13F filing for the period ending 2026-09-30, with total reported value of $1.0B and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 4.4
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 45.08
- Diversification
- 100
- Sizing Uniformity
- 84
Stackstone Wealth, LLC's disclosed holdings carry a Herfindahl concentration index of 0.011 — mathematically equivalent to about 91 equally-sized positions, well below its 323 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.60), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNo holding changes this quarter
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 323 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.52% | — | — | — |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 2.66% | — | — | — |
| 3 | GLD | Spdr Gold Shares | ETF-Commodities | 2.46% | — | — | — |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.31% | — | — | — |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 2.13% | — | — | — |
| 6 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 1.84% | — | — | — |
| 7 | VLU | Ss Spdr S&p 1500 Value Tilt | ETF-Other | 1.71% | — | — | — |
| 8 | T | At&t Inc | Stock-Comm Services | 1.68% | — | — | — |
| 9 | CVX | Chevron CORP | Stock-Energy | 1.68% | — | — | — |
| 10 | ✓ | Stock-Other | 1.67% | — | — | — | |
| 11 | WMT | Walmart Inc | Stock-Consumer Staples | 1.66% | — | — | — |
| 12 | SCCO | Southern Copper CORP | Stock-Materials | 1.63% | — | — | — |
| 13 | DE | Deere & Co | Stock-Industrials | 1.57% | — | — | — |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.57% | — | — | — |
| 15 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.53% | — | — | — |
| 16 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.38% | — | — | — |
| 17 | CEG | Constellation Energy | Stock-Utilities | 1.34% | — | — | — |
| 18 | SO | Southern Co/the | Stock-Utilities | 1.33% | — | — | — |
| 19 | GLW | Corning Inc | Stock-Tech | 1.31% | — | — | — |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.27% | — | — | — |
| 21 | IBM | Intl Business Machines CORP | Stock-Tech | 1.25% | — | — | — |
| 22 | MGC | Vanguard Mega Cap ETF | ETF-Other | 1.14% | — | — | — |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.14% | — | — | — |
| 24 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.09% | — | — | — |
| 25 | NEE | Nextera Energy Inc | Stock-Utilities | 1.06% | — | — | — |
| 26 | MU | Micron Technology Inc | Stock-Tech | 0.98% | — | — | — |
| 27 | HFXI | Nyli Ftse Intl Eq Cur Ntrl | ETF-Other | 0.97% | — | — | — |
| 28 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.95% | — | — | — |
| 29 | PLD | Prologis Inc | Stock-Real Estate | 0.94% | — | — | — |
| 30 | ENB | Enbridge Inc | Stock-Energy | 0.89% | — | — | — |
| 31 | FANG | Diamondback Energy Inc | Stock-Energy | 0.84% | — | — | — |
| 32 | LRCX | Lam Research CORP | Stock-Tech | 0.84% | — | — | — |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.84% | — | — | — |
| 34 | MS | Morgan Stanley | Stock-Financials | 0.79% | — | — | — |
| 35 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 0.78% | — | — | — |
| 36 | C | Citigroup Inc | Stock-Financials | 0.77% | — | — | — |
| 37 | EOG | Eog Resources Inc | Stock-Energy | 0.77% | — | — | — |
| 38 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.77% | — | — | — |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.76% | — | — | — |
| 40 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.76% | — | — | — |
| 41 | ✓ | Stock-Other | 0.72% | — | — | — | |
| 42 | MA | Mastercard Inc - A | Stock-Financials | 0.71% | — | — | — |
| 43 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.64% | — | — | — |
| 44 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.58% | — | — | — |
| 45 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.58% | — | — | — |
| 46 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.57% | — | — | — |
| 47 | MSI | Motorola Solutions Inc | Stock-Tech | 0.56% | — | — | — |
| 48 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.55% | — | — | — |
| 49 | CSCO | Cisco Systems Inc | Stock-Tech | 0.54% | — | — | — |
| 50 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.52% | — | — | — |
1–50 of 200
Reported value over time
Not enough data yet to compute personality scores
Sector allocation
Sector allocation over time
Not enough sector-mapped data yet
Quarterly history
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
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Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Filing History
FAQ
What is Stackstone Wealth, LLC and what type of investor is it?
Stackstone Wealth, LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-09-30), the firm manages a tracked equity portfolio valued at approximately $1.0B, spread across 323 disclosed positions.
What are Stackstone Wealth, LLC's largest equity positions?
Based on the latest 13F filing, Stackstone Wealth, LLC's top holdings by market value are:
1. Microsoft CORP (MSFT) — $45.9M (4.5%)
2. Nvidia CORP (NVDA) — $27.0M (2.7%)
3. Spdr Gold Shares (GLD) — $25.0M (2.5%)
4. Alphabet Inc-cl A (GOOGL) — $23.5M (2.3%)
5. Broadcom Inc (AVGO) — $21.6M (2.1%)
What changes did Stackstone Wealth, LLC make in its most recent portfolio filing?
No notable portfolio changes were recorded for Stackstone Wealth, LLC in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Stackstone Wealth, LLC focus on?
Stackstone Wealth, LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 29.8%
• Financials: 14.1%
• Communication Services: 10.2%
• Industrials: 9.9%
• Health Care: 9.1%
• Energy: 6.8%
Investment Profile
Stackstone Wealth, LLC's portfolio is broadly diversified and long-term-holding.
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Developer Access
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