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CIK: 0001912584
Total reported value
$621.0M
$621.0M
318 檔
19.3%
In Q1 2025, Tyler-Stone Wealth Management's U.S. equity holdings reached a combined market value of $621.0M, distributed across 318 disclosed stock positions.
During Q1 2025, Tyler-Stone Wealth Management's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 318 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.22% | — | -4.56% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.43% | — | -5.71% | |
| 3 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 4.20% | — | +3.58% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.69% | — | +8.23% | |
| 5 | PH | Parker Hannifin CORP | Stock-Industrials | 2.99% | — | +0.88% | |
| 6 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 2.61% | — | -8.08% | |
| 7 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 2.24% | — | +7.18% | |
| 8 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.20% | — | +10.17% | |
| 9 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.76% | — | -1.93% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.74% | — | -3.13% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.64% | — | +5.13% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.54% | — | +2.76% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.50% | — | -5.13% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.49% | — | +0.80% | |
| 15 | QQQI | Neos Nasdaq-100 High Inc ETF | ETF-Tech | 1.43% | — | +37.17% | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 1.33% | — | +0.26% | |
| 17 | BX | Blackstone Inc | Stock-Financials | 1.23% | — | -2.90% | |
| 18 | PM | Philip Morris International | Stock-Consumer Staples | 1.22% | — | +5.58% | |
| 19 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.18% | — | +5.39% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.14% | — | +4.14% | |
| 21 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.07% | — | -1.16% | |
| 22 | V | Visa Inc-class A Shares | Stock-Financials | 1.05% | — | -14.79% | |
| 23 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.01% | — | -1.47% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.99% | — | +9.99% | |
| 25 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 0.99% | — | +56.91% | |
| 26 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-Other | 0.97% | — | +90.64% | |
| 27 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 0.97% | — | +8.05% | |
| 28 | MO | Altria Group Inc | Stock-Consumer Staples | 0.87% | — | +1.85% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.83% | — | -3.93% | |
| 30 | GLD | Spdr Gold Shares | ETF-Commodities | 0.81% | — | +5.07% | |
| 31 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.80% | — | -3.01% | |
| 32 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.70% | — | +0.76% | |
| 33 | BSJP | Invesco Bulletshares 2025 Hy | ETF-Other | 0.70% | — | +10.02% | |
| 34 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 0.67% | — | +19.53% | |
| 35 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.64% | — | -4.29% | |
| 36 | UBER | Uber Technologies Inc | Stock-Industrials | 0.63% | — | +18.02% | |
| 37 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.58% | — | -12.51% | |
| 38 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 0.57% | — | -9.48% | |
| 39 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.57% | — | +0.03% | |
| 40 | IBHE | Ishares Ibonds 2025 H/y Inc | ETF-Other | 0.56% | — | -7.10% | |
| 41 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.54% | — | +4.61% | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.51% | — | +2.95% | |
| 43 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.51% | — | +70.53% | |
| 44 | KEY | Keycorp | Stock-Financials | 0.51% | — | +0.92% | |
| 45 | BSJR | Invesco Bulletshares 2027 Hy | ETF-Other | 0.50% | — | +171.98% | |
| 46 | BAC | Bank Of America CORP | Stock-Financials | 0.50% | — | +20.34% | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.50% | — | -1.57% | |
| 48 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.49% | — | +15.45% | |
| 49 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-Other | 0.48% | — | -14.32% | |
| 50 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-Other | 0.46% | — | +10.76% |
According to official SEC Form 13F filings, Tyler-Stone Wealth Management reported a total U.S. public equity portfolio value of $621.0M across 318 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, DGRW) accounted for 19.3% of total reported equity market value during Q1 2025.
During Q1 2025, Tyler-Stone Wealth Management's top holdings by market value included NVDA (6.2%)、AAPL (4.4%)、DGRW (4.2%). The largest single position, NVDA, represented 6.2% of total portfolio value.
In Q1 2025, Tyler-Stone Wealth Management made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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