Q3 2026 13F · SEC CIK 2153379

Stackstone Wealth, LLC

Asset managerFiled 2026-10-19 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.0B
Reported positions: 323
Holdings vs S&P 500, 3 yrs: —
Average holding period: 1 qtrs

Stackstone Wealth, LLC is an asset manager that reported 323 positions worth $1.0B in its Q3 2026 13F, filed 2026-10-19. Its largest holdings were Microsoft Corp (MSFT, 4.5%), Nvidia Corporation (NVDA, 2.7%), Spdr Gold Tr (GLD, 2.5%).

Stackstone Wealth, LLC holdings largest 50 of 323 positions.

Weights are shares of the filer's total reported 13F value, compared with the prior quarter. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Stackstone Wealth, LLC 13F holdings
Stock	% of 13F value	Prior quarter	Shares	Share change	Reported value
MSFTMicrosoft Corp	4.5%	—	89,501	—	$45.9M
NVDANvidia Corporation	2.7%	—	118,047	—	$27.0M
GLDSpdr Gold Tr	2.5%	—	65,648	—	$25.0M
GOOGLAlphabet Inc	2.3%	—	68,261	—	$23.5M
AVGOBroadcom Inc	2.1%	—	61,430	—	$21.6M
SPHQInvesco Exchange Traded Fd T	1.8%	—	222,226	—	$18.7M
VLUState Street SPDR S&P 1500 Value Tilt ET	1.7%	—	72,513	—	$17.3M
TAt&t Inc	1.7%	—	699,016	—	$17.1M
CVXChevron Corporation	1.7%	—	83,267	—	$17.0M
XOMExxonmobil Holdings Corp	1.7%	—	104,257	—	$17.0M
WMTWalmart Inc	1.7%	—	162,365	—	$16.9M
SCCOSouthern Copper Corp	1.6%	—	81,776	—	$16.6M
DEDeere & Co	1.6%	—	23,747	—	$15.9M
JNJJohnson & Johnson	1.6%	—	60,082	—	$15.9M
VZVerizon Communications Inc	1.5%	—	339,117	—	$15.6M
TSMTaiwan Semiconductor Manufac	1.4%	—	30,697	—	$14.0M
CEGConstellation Energy Corp	1.3%	—	53,417	—	$13.6M
SOSouthern Co	1.3%	—	162,642	—	$13.5M
GLWCorning Inc	1.3%	—	86,249	—	$13.3M
SPYState Str Spdr S&p 500 ETF T	1.3%	—	16,960	—	$12.9M
IBMInternational Business Machs	1.3%	—	57,733	—	$12.7M
MGCVanguard World Fd	1.1%	—	41,102	—	$11.6M
JPMJpmorgan Chase & Co	1.1%	—	35,044	—	$11.6M
GSGoldman Sachs Group Inc	1.1%	—	12,232	—	$11.0M
NEENextera Energy Inc	1.1%	—	142,450	—	$10.8M
MUMicron Technology Inc	1.0%	—	9,339	—	$9.9M
HFXINylim Ftse Internationalequity Currency	1.0%	—	263,489	—	$9.8M
KOCoca Cola Co	0.9%	—	111,434	—	$9.6M
PLDPrologis Inc	0.9%	—	73,510	—	$9.5M
ENBEnbridge Inc	0.9%	—	193,931	—	$9.0M
FANGDiamondback Energy Inc	0.8%	—	46,513	—	$8.5M
LRCXLam Research Corp	0.8%	—	25,876	—	$8.5M
VVisa Inc	0.8%	—	23,655	—	$8.5M
MSMorgan Stanley	0.8%	—	42,377	—	$8.0M
TDIVFirst Tr Exchange Traded Fd	0.8%	—	70,391	—	$7.9M
CCitigroup Inc	0.8%	—	60,664	—	$7.9M
EOGEog Res Inc	0.8%	—	56,686	—	$7.8M
IVWIshares Tr	0.8%	—	54,881	—	$7.8M
METAMeta Platforms Inc	0.8%	—	10,595	—	$7.7M
SPHYSpdr Series Trust	0.8%	—	339,816	—	$7.7M
HONHoneywell Intl Inc	0.7%	—	34,409	—	$7.3M
MAMastercard Incorporated	0.7%	—	13,057	—	$7.2M
VGTVanguard World Fd	0.6%	—	51,813	—	$6.5M
LLYEli Lilly & Co	0.6%	—	5,112	—	$5.9M
MRKMerck & Co Inc	0.6%	—	40,283	—	$5.9M
IEFAIshares Tr	0.6%	—	59,529	—	$5.8M
MSIMotorola Solutions Inc	0.6%	—	12,780	—	$5.7M
IVEIshares Tr	0.5%	—	24,294	—	$5.5M
CSCOCisco Sys Inc	0.5%	—	51,356	—	$5.5M
SCHDSchwab Strategic Tr	0.5%	—	162,412	—	$5.3M

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$1.0B	323

Questions about Stackstone Wealth, LLC's portfolio

What stocks does Stackstone Wealth, LLC own?

Stackstone Wealth, LLC's latest 13F, for Q3 2026 and filed Oct 19, 2026, lists 323 positions worth $1.0B. The largest are Microsoft Corp (MSFT) at 4.5%, Nvidia Corporation (NVDA) at 2.7%, Spdr Gold Tr (GLD) at 2.5%, Alphabet Inc (GOOGL) at 2.3% and Broadcom Inc (AVGO) at 2.1%.

When is Stackstone Wealth, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Stackstone Wealth, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.