StoneCrest Wealth Management, Inc. - Portfolio overview

StoneCrest Wealth Management, Inc. has 83 reported holdings in this dataset, with the latest filing dated 2026-04-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. QQQM - INVESCO EXCH TRADED FD TR II, 6.44%
2. NVDA - NVIDIA CORPORATION, 5.27%
3. IDMO - INVESCO EXCH TRADED FD TR II, 4.77%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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