Stackstone Wealth, LLC reported 236 positions worth $789.23M for the quarter ended Sep 30, 2026. Its largest holding is Microsoft Corp at 5.8% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | MSFT Microsoft Corp | Technology | 89.5K | $45.91M | 5.82% | – | – | – | 0% |
| 2 | NVDA Nvidia Corp | Technology | 118.0K | $26.96M | 3.42% | – | – | – | 0% |
| 3 | GLD Spdr Gold Trust | Others | 65.6K | $25.00M | 3.17% | – | – | – | 0.02% |
| 4 | GOOGL Alphabet Inc. | Technology | 68.3K | $23.49M | 2.98% | – | – | – | 0% |
| 5 | AVGO Broadcom Inc. | Technology | 61.4K | $21.57M | 2.73% | – | – | – | 0% |
| 6 | T At&T Inc. | Communication Services | 699.0K | $17.06M | 2.16% | – | – | – | 0.01% |
| 7 | CVX Chevron Corp | Energy | 83.3K | $17.00M | 2.15% | – | – | – | 0% |
| 8 | XOM ExxonMobil Holdings Corp | Energy | 104.3K | $16.97M | 2.15% | – | – | – | 0% |
| 9 | WMT Walmart Inc. | Consumer Staples | 162.4K | $16.87M | 2.14% | – | – | – | 0% |
| 10 | SCCO Southern Copper Corp/ | Basic Materials | 81.8K | $16.57M | 2.1% | – | – | – | 0.01% |
| 11 | DE Deere & Co | Industrials | 23.7K | $15.95M | 2.02% | – | – | – | 0.01% |
| 12 | JNJ Johnson & Johnson | Healthcare | 60.1K | $15.91M | 2.02% | – | – | – | 0% |
| 13 | VZ Verizon Communications Inc | Communication Services | 339.1K | $15.56M | 1.97% | – | – | – | 0.01% |
| 14 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 30.7K | $14.00M | 1.77% | – | – | – | 0% |
| 15 | CEG Constellation Energy Corp | Utilities | 53.4K | $13.57M | 1.72% | – | – | – | 0.01% |
Tip. Select a row to see that position’s full history at Stackstone Wealth.
As of its Q3 2026 13F filing, Stackstone Wealth, LLC’s five largest positions were Microsoft Corp (MSFT) at 5.8%, Nvidia Corp (NVDA) at 3.4%, Spdr Gold Trust (GLD) at 3.2%, Alphabet Inc. (GOOGL) at 3.0%, Broadcom Inc. (AVGO) at 2.7% of the reported portfolio.
Stackstone Wealth, LLC reported a 13F portfolio worth $789.23M across 236 positions for Q3 2026.
From the Form 13F-HR reports Stackstone Wealth, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.