Holdings of StoneCrest Wealth Management, Inc.

Name: Holdings of StoneCrest Wealth Management, Inc.
Creator: Titelia

63 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 51.4 % of the equity sleeve

Sector breakdown

Technology 16.7 %
Communication 6.8 %
Health care 3.2 %
Consumer discretionary 3.2 %
Industrials 2.3 %
Funds 2.0 %
Consumer staples 0.3 %
Financials 0.3 %
Unattributed 65.2 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

US 99.5 %
NL 0.3 %
TW 0.2 %
KY 0.0 %

Shares computed on the equity sleeve.

Rank	Country	Lines	Value	Share
1	US	60	196.3M $	99.48 %
2	NL	1	533.1K $	0.27 %
3	TW	1	423.5K $	0.21 %
4	KY	1	67.5K $	0.03 %

Positions

Rank	Company	Shares	Value
1	INVESCO EXCHANGE-TRADED FUND TRUST II	70,318	16.7M $
2	NVIDIA Corp	78,302	13.7M $
3	Invesco S&P International Deve	225,508	12.4M $
4	Invesco S&P 500 Momentum ETF	92,550	10.4M $
5	SPDR Series Trust	127,963	9.8M $
6	Putnam Focused Large Cap Value ETF	204,914	9.5M $
7	First Trust Rising Dividend Achievers ETF	118,133	8.1M $
8	VanEck Semiconductor ETF	19,717	7.6M $
9	Alphabet Inc	24,711	7.1M $
10	Amazon.com Inc	30,054	6.3M $
11	Global X Funds	84,316	6M $
12	Eli Lilly & Co	6,380	5.9M $
13	VanEck Uranium and Nuclear ETF	43,059	5.7M $
14	Meta Platforms Inc	8,993	5.1M $
15	Microsoft Corp	13,776	5.1M $
16	First Trust NASDAQ Cybersecuri	79,013	5M $
17	First Trust Exchange-Traded Fund IV	179,288	4.6M $
18	Janus Henderson Securitized In	82,179	4.2M $
19	PIMCO Multisector Bond Active	152,764	4M $
20	ISHARES TRUST	48,638	3.9M $
21	Scholar Rock Holding Corp	70,914	3.5M $
22	iShares Trust	30,549	3.5M $
23	Micron Technology Inc	9,887	3.3M $
24	Crowdstrike Holdings Inc	7,705	3M $
25	iShares Ultra Short Duration B	53,305	2.7M $
26	Oracle Corp	17,960	2.6M $
27	Vertiv Holdings Co	9,484	2.4M $
28	iShares Core S&P 500 ETF	3,463	2.3M $
29	JPMorgan Ultra-Short Income ETF	44,461	2.3M $
30	First Trust Exchange-Traded Fund III	105,581	2M $
31	Bloom Energy Corp	10,143	1.4M $
32	Alphabet Inc	4,331	1.2M $
33	Invesco QQQ Trust Series 1	2,043	1.2M $
34	Palantir Technologies Inc	7,690	1.1M $
35	Broadcom Inc	3,492	1.1M $
36	iShares S&P Mid-Cap 400 Value ETF	6,244	827.3K $
37	iShares Trust	2,471	812.1K $
38	Invesco Exchange-Traded Fund Trust	7,166	784.5K $
39	Astera Labs Inc	7,153	784K $
40	Reddit Inc	5,639	759.3K $
41	Uber Technologies Inc	10,539	758.1K $
42	Apple Inc	2,758	700K $
43	PIMCO Enhanced Short Maturity	5,765	579.8K $
44	Argenx SE	730	533.1K $
45	State Street SPDR S&P 500 ETF Trust	816	530.7K $
46	Oklo Inc	10,602	525.8K $
47	ProShares Trust	12,572	524K $
48	Janus Detroit Street Trust	10,013	504.4K $
49	Direxion Shares ETF Trust	9,353	448.1K $
50	Taiwan Semiconductor Manufacturing Co Ltd	1,253	423.5K $
51	Select Sector Spdr Trust	6,065	371.5K $
52	Rubrik Inc	7,557	370.1K $
53	Vanguard Growth ETF	799	349K $
54	Lumentum Holdings Inc	450	316.2K $
55	Costco Wholesale Corp	317	315.9K $
56	Coherent Corp	1,202	286.3K $
57	Visa Inc	922	278.7K $
58	Advanced Micro Devices Inc	1,309	266.3K $
59	AppLovin Corp	668	265.9K $
60	Walmart Inc	2,125	264.1K $
61	JPMorgan Chase & Co	861	253.3K $
62	NIO Inc	11,200	67.5K $
63	Geron Corp	25,000	37.3K $