13F Filings History of StoneCrest Wealth Management, Inc.

Latest 13F report
Q4 2025 - 16 Jan 2026
Value $
$247,790,636
Signature - Title
Keith Mahan - Chief Compliance Officer
Location
Chandler, AZ
Summary
This page shows a list of all the recent 13F filings made by StoneCrest Wealth Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. StoneCrest Wealth Management, Inc. reported 71 stock holdings with total value $247,790,636 as of Q4 2025. Top holdings included QQQM, NVDA, IDMO, SPMO, and SPYM.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 71 $247,790,636 +$25,144,346 -$8,619,767 +$16,524,579 QQQM, NVDA, IDMO, SPMO, SPYM 13F-HR 16 Jan 2026, 16:58
Q3 2025 71 $228,222,703 +$17,696,275 -$17,857,771 -$161,496 QQQM, NVDA, IDMO, SPMO, SPLG 13F-HR 23 Oct 2025, 15:07
Q2 2025 71 $209,906,031 +$43,725,694 -$16,342,128 +$27,383,566 QQQM, NVDA, SPLG, IDMO, SPMO 13F-HR 15 Jul 2025, 17:01
Q1 2025 66 $157,363,499 +$22,882,435 -$7,877,202 +$15,005,233 QQQM, NVDA, SPLG, PVAL, RDVY 13F-HR 11 Apr 2025, 10:18
Q4 2024 63 $153,183,600 +$16,283,714 -$4,077,490 +$12,206,224 QQQM, NVDA, SPLG, AMZN, PVAL 13F-HR 15 Jan 2025, 06:21
Q3 2024 60 $137,451,012 +$20,800,934 -$15,359,539 +$5,441,395 QQQM, NVDA, SPLG, PVAL, MSFT 13F-HR 08 Oct 2024, 16:28
Q2 2024 54 $131,043,274 +$36,148,001 -$19,931,222 +$16,216,779 QQQM, NVDA, COWZ, AMZN, MSFT 13F-HR 15 Jul 2024, 08:21
Q1 2024 54 $115,626,658 +$4,628,481 -$4,825,227 -$196,746 QQQM, NVDA, SMH, QQEW, CIBR 13F-HR 22 Apr 2024, 10:46
Q4 2023 50 $104,330,401 $0 $0 $0 QQQM, QQEW, SMH, JEPQ, CIBR 13F-HR 22 Jan 2024, 09:28