STACKSTONE WEALTH, LLC portfolio
Latest available portfolio: Q3 2026 · Holdings as of · Filed · in Form 13F holdings
See latest portfolio changes
$1.01B
Full value: $1,014,602,226 · USD · 30 Sep 2026Quarterly portfolio filings
Choose a quarter to see holdings and changes. Newer portfolio dates appear first.
Estimated additions and reductions value share changes at filing-derived prices; they are not actual trade proceeds or costs.
| Quarter | Holdings | SEC-reported value | Est. additions | Est. reductions | Est. net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q3 2026 | 323 | $1,014,602,226 | $0 | $0 | $0 | MSFT, NVDA, GLD, GOOGL, AVGO | 13F-HR | 19 Oct 2026, 16:30 |
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Manager details and filing context
- Latest 13F filing
- Q3 2026 - 19 Oct 2026
- Latest reported 13F value
- $1,014,602,226
- Largest 13F holdings
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MSFT NVDA GLD GOOGL AVGO SPHQ VLU T CVX XOM WMT SCCO
+8 more
DE JNJ VZ TSM CEG SO GLW SPY - Form 13F summary
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- STACKSTONE WEALTH, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- STACKSTONE WEALTH, LLC reported 323 equity holdings with a total reported market value of $1,014,602,226 for Q3 2026. Top reported holdings included MSFT, NVDA, GLD, GOOGL, and AVGO.
- Manager signature
- Michelle Eldridge - SR. COMPLIANCE OFFICER
- Manager location
- Dubuque, IA
13F snapshot
Latest parsed holdings, value, and filing-period context.
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Manager
Names, identifiers, and filing context for this profile.
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Holdings Value