Stackstone Wealth, LLC
In its 13F for Q3 2026 (holdings as of September 30, 2026, filed October 19, 2026), Stackstone Wealth, LLC reported 323 stock positions worth $1.0 billion. Its top holding was Microsoft (MSFT) at 4.5% of the portfolio, followed by Nvidia (NVDA, 2.7%) and SPDR Gold Shares (GLD, 2.5%).
- Most Recent 13F
- Q3 2026
- Location
- DUBUQUE, IA
- CIK
- 0002153379
- Portfolio Value
- $1.0B (Q3 2026)
- SEC Filing
- 0002153379-26-000002 ↗ filed Oct 19, 2026
Holdings 323 stocks · $1.0B
| MSFT Microsoft Corp. | 4.52% | 89,501 | $45.9M | — |
| NVDA Nvidia Corp. | 2.66% | 118,047 | $27.0M | — |
| GLD SPDR Gold Shares | 2.46% | 65,648 | $25.0M | — |
| GOOGL Alphabet Inc. Class A | 2.31% | 68,261 | $23.5M | — |
| AVGO Broadcom Inc. | 2.13% | 61,430 | $21.6M | — |
| SPHQ Invesco S&P 500 Quality ETF | 1.84% | 222,226 | $18.7M | — |
| VLU SS SPDR S&P 1500 Value Tilt | 1.71% | 72,513 | $17.3M | — |
| T AT&T Inc. | 1.68% | 699,016 | $17.1M | — |
| CVX Chevron Corp. | 1.68% | 83,267 | $17.0M | — |
| XOM Exxonmobil Holdings Corp. | 1.67% | 104,257 | $17.0M | — |
| WMT Walmart Inc. | 1.66% | 162,365 | $16.9M | — |
| SCCO Southern Copper Corp. | 1.63% | 81,776 | $16.6M | — |
| DE Deere & Co. | 1.57% | 23,747 | $15.9M | — |
| JNJ Johnson & Johnson | 1.57% | 60,082 | $15.9M | — |
| VZ Verizon Communications Inc. | 1.53% | 339,117 | $15.6M | — |
| TSM Taiwan Semiconductor-SP ADR | 1.38% | 30,697 | $14.0M | — |
| CEG Constellation Energy | 1.34% | 53,417 | $13.6M | — |
| SO The Southern Co. | 1.33% | 162,642 | $13.5M | — |
| GLW Corning Inc. | 1.31% | 86,249 | $13.3M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.27% | 16,960 | $12.9M | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.25% | 57,733 | $12.7M | — |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 1.14% | 41,102 | $11.6M | — |
| JPM JPMorgan Chase & Co. | 1.14% | 35,044 | $11.6M | — |
| GS Goldman Sachs Group Inc. | 1.09% | 12,232 | $11.0M | — |
| NEE Nextera Energy Inc. | 1.06% | 142,450 | $10.8M | — |
| MU Micron Technology Inc. | 0.98% | 9,339 | $9.9M | — |
| HFXI Nylim Ftse Intr Eq CN ETF-Ui | 0.97% | 263,489 | $9.8M | — |
| KO The Coca-Cola Co. | 0.95% | 111,434 | $9.6M | — |
| PLD Prologis Inc. | 0.94% | 73,510 | $9.5M | — |
| ENB Enbridge Inc. | 0.89% | 193,931 | $9.0M | — |
| FANG Diamondback Energy Inc. | 0.84% | 46,513 | $8.5M | — |
| LRCX Lam Research Corp. | 0.84% | 25,876 | $8.5M | — |
| V Visa Inc. Class A | 0.84% | 23,655 | $8.5M | — |
| MS Morgan Stanley | 0.79% | 42,377 | $8.0M | — |
| TDIV FT Nasdaq Tech DVD Index FD | 0.78% | 70,391 | $7.9M | — |
| C Citigroup Inc. | 0.77% | 60,664 | $7.9M | — |
| EOG EOG Resources Inc. | 0.77% | 56,686 | $7.8M | — |
| IVW iShares S&P 500 Growth ETF | 0.77% | 54,881 | $7.8M | — |
| META Meta Platforms Inc. Class A | 0.76% | 10,595 | $7.7M | — |
| SPHY SS SPDR P High Yield ETF | 0.76% | 339,816 | $7.7M | — |
| HON Honeywell International Inc. | 0.72% | 34,409 | $7.3M | — |
| MA Mastercard Inc. Class A | 0.71% | 13,057 | $7.2M | — |
| VGT Vanguard Info Tech ETF | 0.64% | 51,813 | $6.5M | — |
| LLY Eli Lilly & Co. | 0.58% | 5,112 | $5.9M | — |
| MRK Merck & Co. Inc. | 0.58% | 40,283 | $5.9M | — |
| IEFA iShares Core MSCI Eafe ETF | 0.57% | 59,529 | $5.8M | — |
| MSI Motorola Solutions Inc. | 0.56% | 12,780 | $5.7M | — |
| IVE iShares S&P 500 Value ETF | 0.55% | 24,294 | $5.5M | — |
| CSCO Cisco Systems Inc. | 0.54% | 51,356 | $5.5M | — |
| SCHD Schwab US DVD Equity ETF | 0.52% | 162,412 | $5.3M | — |
| IJH iShares Core S&P Midcap ETF | 0.48% | 67,227 | $4.8M | — |
| IVV iShares Core S&P 500 ETF | 0.45% | 5,946 | $4.6M | — |
| DGRW Wisdomtree U.S. Quality Divi | 0.44% | 46,002 | $4.5M | — |
| CRWV Coreweave Inc. Class A | 0.44% | 51,116 | $4.5M | — |
| GOOG Alphabet Inc. Class C | 0.43% | 12,711 | $4.3M | — |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.43% | 31,444 | $4.3M | — |
| VCTR Victory Capital Holding - A | 0.42% | 38,972 | $4.3M | — |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.41% | 2,306 | $4.2M | — |
| CTAS Cintas Corp. | 0.40% | 20,712 | $4.0M | — |
| FSLR First Solar Inc. | 0.39% | 22,602 | $4.0M | — |
| WDC Western Digital Corp. | 0.39% | 8,632 | $3.9M | — |
| WAT Waters Corp. | 0.39% | 8,893 | $3.9M | — |
| DVY iShares Select Dividend ETF | 0.38% | 25,524 | $3.9M | — |
| IGLB iShares 10+ Year Inv GR Corp. | 0.38% | 84,857 | $3.9M | — |
| SMH Vaneck Semiconductor ETF | 0.38% | 6,362 | $3.9M | — |
| XLK SS Technology Select Sector | 0.38% | 19,543 | $3.8M | — |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.37% | 41,501 | $3.8M | — |
| HYMB SS SPDR N Ice HY Muni ETF | 0.37% | 159,446 | $3.7M | — |
| FFIV F5 Inc. | 0.36% | 8,142 | $3.6M | — |
| KLAC KLA Corp. | 0.34% | 17,953 | $3.5M | — |
| URI United Rentals Inc. | 0.34% | 3,483 | $3.5M | — |
| TMO Thermo Fisher Scientific Inc. | 0.34% | 5,090 | $3.4M | — |
| VYM Vanguard High DVD Yield ETF | 0.33% | 21,680 | $3.4M | — |
| GE General Electric filed as GE AEROSPACE | 0.33% | 10,708 | $3.3M | — |
| MEDP Medpace Holdings Inc. | 0.33% | 5,338 | $3.3M | — |
| EXEL Exelixis Inc. | 0.33% | 56,643 | $3.3M | — |
| NDAQ Nasdaq Inc. | 0.32% | 35,507 | $3.3M | — |
| VWO Vanguard Ftse Emerging Marke | 0.32% | 54,782 | $3.2M | — |
| BBVA Banco Bilbao Vizcaya-SP ADR | 0.32% | 115,304 | $3.2M | — |
| IEMG iShares Core MSCI Emerging | 0.32% | 39,386 | $3.2M | — |
| IBKR Interactive Brokers Gro Class A | 0.31% | 37,347 | $3.2M | — |
| GRMN Garmin Ltd. | 0.31% | 11,111 | $3.2M | — |
| NDSN Nordson Corp. | 0.31% | 9,545 | $3.1M | — |
| SCHW Schwab (charles) Corp. filed as CHARLES SCHWAB CORP (THE) | 0.30% | 31,659 | $3.1M | — |
| RACE Ferrari NV | 0.30% | 7,786 | $3.1M | — |
| PSA Public Storage | 0.30% | 10,779 | $3.0M | — |
| MNST Monster Beverage Corp. | 0.30% | 72,946 | $3.0M | — |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.30% | 22,900 | $3.0M | — |
| CR Crane Co. | 0.29% | 14,624 | $3.0M | — |
| MRSH Marsh & McLennan Cos | 0.29% | 17,466 | $3.0M | — |
| COST Costco Wholesale Corp. | 0.29% | 3,228 | $2.9M | — |
| SPG Simon Property Group Inc. | 0.29% | 14,477 | $2.9M | — |
| RMBS Rambus Inc. | 0.29% | 27,151 | $2.9M | — |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.29% | 47,293 | $2.9M | — |
| RMD Resmed Inc. | 0.29% | 13,089 | $2.9M | — |
| PH Parker Hannifin Corp. | 0.28% | 3,021 | $2.9M | — |
| AON Aon PLC Class A | 0.28% | 10,392 | $2.9M | — |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.28% | 32,003 | $2.9M | — |
| LAUR Laureate Education Inc. | 0.28% | 74,308 | $2.8M | — |
| IDCC Interdigital Inc. | 0.27% | 8,379 | $2.7M | — |
Portfolio Sells Q3 2026
No earlier filing to compare with.
Portfolio Buys Q3 2026
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q3 2026 | 323 | $1.0B | MSFT, NVDA, GLD, GOOGL, AVGO |