13F Filings History of Tyler-Stone Wealth Management

Latest 13F report
Q2 2025 - 18 Aug 2025
Value $
$621,020,499
Signature - Title
Marc H. Stone - Chief Compliance Officer
Location
Beachwood, OH
Summary
This page shows a list of all the recent 13F filings made by Tyler-Stone Wealth Management. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Tyler-Stone Wealth Management reported 330 stock holdings with total value $621,020,499 as of Q2 2025. Top holdings included NVDA, DGRW, AAPL, IVV, and PH.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q2 2025 330 $621,020,499 +$28,764,846 -$23,714,432 +$5,050,414 NVDA, DGRW, AAPL, IVV, PH 13F-HR 18 Aug 2025, 16:11
Q1 2025 318 $557,338,194 +$37,585,591 -$21,881,330 +$15,704,261 NVDA, AAPL, DGRW, IVV, PH 13F-HR 13 May 2025, 17:03
Q4 2024 322 $562,195,277 +$37,095,188 -$22,755,611 +$14,339,577 NVDA, AAPL, DGRW, IVV, PH 13F-HR 11 Feb 2025, 18:40
Q3 2024 319 $529,598,030 +$285,218,892 -$13,240,299 +$271,978,593 NVDA, AAPL, DGRW, IVV, PH 13F-HR 04 Nov 2024, 06:12
Q2 2024 921 $242,567,600 +$34,466,973 -$6,353,679 +$28,113,294 NVDA, AAPL, DGRW, IVV, PH 13F-HR 14 Aug 2024, 14:25
Q1 2024 903 $225,125,420 +$16,378,496 -$8,948,866 +$7,429,630 NVDA, AAPL, IVV, PH, DGRW 13F-HR 15 May 2024, 15:39
Q4 2023 897 $199,176,882 +$13,092,506 -$5,968,951 +$7,123,555 AAPL, NVDA, IVV, PH, USMV 13F-HR 14 Feb 2024, 13:32
Q3 2023 860 $175,058,000 +$7,247,206 -$4,565,929 +$2,681,277 AAPL, NVDA, IVV, PH, USMV 13F-HR 14 Nov 2023, 16:03
Q2 2023 842 $176,795,000 +$13,230,900 -$7,125,017 +$6,105,883 AAPL, NVDA, IVV, PH, USMV 13F-HR 14 Aug 2023, 17:45
Q4 2022 818 $146,860,000 +$10,730,303 -$4,171,210 +$6,559,093 AAPL, USMV, IVV, PH, NOBL 13F-HR 14 Feb 2023, 14:44
Q3 2022 826 $130,974,000 +$10,059,262 -$16,343,576 -$6,284,314 AAPL, USMV, IVV, PH, NOBL 13F-HR 14 Nov 2022, 14:51
Q2 2022 830 $149,837,000 +$7,298,980 -$8,625,781 -$1,326,801 AAPL, USMV, MRK, IVV, NVDA 13F-HR 11 Aug 2022, 14:39
Q1 2022 799 $181,443,000 +$9,331,620 -$10,275,716 -$944,096 AAPL, NVDA, USMV, IVV, PH 13F-HR 12 May 2022, 16:36
Q4 2021 873 $188,440,000 $0 $0 $0 AAPL, NVDA, USMV, IVV, PH 13F-HR 22 Feb 2022, 12:07