StoneCrest Wealth Management, Inc.

13F filer · CIK 0002008409

Reported Jul 9, 2026

Net seller this quarter

13F portfolio value$313MU.S. long equity reported on 13F

Positions374 new · 7 closed

Net flow last quarter-$8.63MBuys minus sells

Top 10 positions weight25.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 9, 202637 positions
NVDANvidia Corp	$12.9M	4.13%	0.00%	-17.6%	Q4 2023
MUMicron Technology Inc	$12M	3.83%	0.00%	+5.0%	Q1 2026
SMHMarket Vectors ETF Trust	$9.75M	3.12%	Not reported	-24.6%	Q4 2023
GOOGLAlphabet Inc.	$8.65M	2.76%	0.00%	-2.1%	Q4 2023
DRAMU.S. Gold Corp.	$7.41M	2.37%	Not reported	New	Q2 2026
AMZNAmazon Com Inc	$7.11M	2.27%	0.00%	-0.8%	Q4 2023
LLYELI LILLY & Co	$6.42M	2.05%	0.00%	-16.1%	Q4 2023
MSFTMicrosoft Corp	$5.39M	1.72%	0.00%	+4.9%	Q4 2023
METAMeta Platforms, Inc.	$5.06M	1.62%	Not reported	-0.1%	Q4 2023
SRRKScholar Rock Holding Corp	$4.33M	1.38%	0.06%	+11.1%	Q3 2025
AVGOBroadcom Inc.	$4.28M	1.37%	0.00%	+224.5%	Q4 2024
ORCLOracle Corp	$3.62M	1.16%	0.00%	+37.5%	Q3 2025
MRVLMarvell Technology, Inc.	$2.98M	0.95%	0.00%	New	Q2 2026
BEBloom Energy Corp	$2.97M	0.95%	0.00%	-3.3%	Q4 2025
NBISNebius Group N.V.	$2.93M	0.94%	0.00%	-11.6%	Q2 2025
VRTVertiv Holdings Co	$2.7M	0.86%	0.00%	-15.1%	Q1 2025
COHRCoherent Corp.	$1.81M	0.58%	0.00%	+281.9%	Q1 2025
QQQInvesco QQQ Trust, Series 1	$1.46M	0.47%	Not reported	-3.2%	Q4 2023
SMMUOasys Mobile, Inc.	$1.35M	0.43%	Not reported	Not reported	Q3 2024
GOOGAlphabet Inc.	$1.29M	0.41%	Not reported	-15.9%	Q4 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$865K	0.28%	0.00%	+44.6%	Q2 2024
AAPLApple Inc.	$788K	0.25%	0.00%	-1.3%	Q4 2023
PLTRPalantir Technologies Inc.	$703K	0.22%	0.00%	-21.7%	Q4 2024
ARGXArgenx SE	$676K	0.22%	0.00%	-0.1%	Q4 2023
AMDAdvanced Micro Devices Inc	$663K	0.21%	0.00%	-12.8%	Q1 2024
SNDKSandisk Corp	$566K	0.18%	0.00%	New	Q2 2026
SPYSPDR S&P 500 ETF Trust	$560K	0.18%	Not reported	-8.1%	Q4 2023
OKLOOklo Inc.	$537K	0.17%	0.01%	-3.2%	Q1 2025
GLWCorning Inc	$533K	0.17%	0.00%	New	Q2 2026
LITELumentum Holdings Inc.	$350K	0.11%	0.00%	-9.3%	Q1 2026
VVisa Inc.	$305K	0.10%	0.00%	-3.5%	Q4 2023
COSTCostco Wholesale Corp	$297K	0.09%	0.00%	Not reported	Q4 2023
ALABAstera Labs, Inc.	$282K	0.09%	0.00%	-91.8%	Q1 2025
JPMJPMorgan Chase & Co	$282K	0.09%	0.00%	Not reported	Q1 2024
WMTWalmart Inc.	$208K	0.07%	0.00%	-13.7%	Q3 2024
NIONIO Inc.	$94K	0.03%	0.00%	+65.9%	Q1 2026
GERNGeron Corp	$32K	0.01%	0.00%	Not reported	Q2 2025
Q1 2026Reported Apr 8, 202640 positions
NVDANvidia Corp	$13.7M	5.78%	0.00%	-1.9%	Q4 2023
SMHMarket Vectors ETF Trust	$7.56M	3.20%	Not reported	-2.1%	Q4 2023
GOOGLAlphabet Inc.	$7.11M	3.01%	0.00%	-0.5%	Q4 2023
AMZNAmazon Com Inc	$6.26M	2.65%	0.00%	-0.3%	Q4 2023
SHLDSears Holdings Corp	$5.97M	2.53%	0.08%	+2.2%	Q2 2025
LLYELI LILLY & Co	$5.87M	2.48%	0.00%	-3.3%	Q4 2023
METAMeta Platforms, Inc.	$5.15M	2.18%	Not reported	-0.8%	Q4 2023
MSFTMicrosoft Corp	$5.1M	2.16%	0.00%	+1.5%	Q4 2023
SRRKScholar Rock Holding Corp	$3.49M	1.47%	0.06%	+20.2%	Q3 2025
MUMicron Technology Inc	$3.34M	1.41%	0.00%	New	Q1 2026
CRWDCrowdStrike Holdings, Inc.	$3.01M	1.27%	0.00%	-1.0%	Q1 2024
ORCLOracle Corp	$2.64M	1.12%	0.00%	+526.4%	Q3 2025
VRTVertiv Holdings Co	$2.38M	1.01%	0.00%	-4.1%	Q1 2025
BEBloom Energy Corp	$1.37M	0.58%	0.00%	+46.0%	Q4 2025
SMMUOasys Mobile, Inc.	$1.35M	0.57%	Not reported	Not reported	Q3 2024
NBISNebius Group N.V.	$1.25M	0.53%	0.00%	+6.7%	Q2 2025
GOOGAlphabet Inc.	$1.24M	0.53%	Not reported	-12.7%	Q4 2023
QQQInvesco QQQ Trust, Series 1	$1.18M	0.50%	Not reported	-6.0%	Q4 2023
PLTRPalantir Technologies Inc.	$1.12M	0.48%	0.00%	+1.8%	Q4 2024
SHOPShopify Inc.	$1.11M	0.47%	0.00%	-3.0%	Q4 2023
AVGOBroadcom Inc.	$1.08M	0.46%	0.00%	-3.3%	Q4 2024
ALABAstera Labs, Inc.	$784K	0.33%	0.00%	-5.9%	Q1 2025
RDDTReddit, Inc.	$759K	0.32%	Not reported	-19.6%	Q2 2024
UBERUber Technologies, Inc	$758K	0.32%	0.00%	-3.4%	Q4 2023
AAPLApple Inc.	$700K	0.30%	0.00%	-13.3%	Q4 2023
ARGXArgenx SE	$533K	0.23%	0.00%	Not reported	Q4 2023
SPYSPDR S&P 500 ETF Trust	$531K	0.22%	Not reported	-8.6%	Q4 2023
OKLOOklo Inc.	$526K	0.22%	0.01%	-3.3%	Q1 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$423K	0.18%	0.00%	+7.7%	Q2 2024
RBRKRubrik, Inc.	$370K	0.16%	Not reported	+26.2%	Q3 2025
LITELumentum Holdings Inc.	$316K	0.13%	0.00%	New	Q1 2026
COSTCostco Wholesale Corp	$316K	0.13%	0.00%	-38.9%	Q4 2023
COHRCoherent Corp.	$286K	0.12%	0.00%	Not reported	Q1 2025
VVisa Inc.	$279K	0.12%	0.00%	-29.0%	Q4 2023
AMDAdvanced Micro Devices Inc	$266K	0.11%	0.00%	-20.3%	Q1 2024
APPAppLovin Corp	$266K	0.11%	0.00%	+5.4%	Q3 2025
WMTWalmart Inc.	$264K	0.11%	0.00%	-9.6%	Q3 2024
JPMJPMorgan Chase & Co	$253K	0.11%	0.00%	-12.6%	Q1 2024
NIONIO Inc.	$67.5K	0.03%	0.00%	New	Q1 2026
GERNGeron Corp	$37.3K	0.02%	0.00%	Not reported	Q2 2025
Q4 2025Reported Jan 16, 202639 positions
NVDANvidia Corp	$14.9M	6.01%	0.00%	-0.8%	Q4 2023
GOOGLAlphabet Inc.	$7.78M	3.14%	0.00%	+2.5%	Q4 2023
SMHMarket Vectors ETF Trust	$7.25M	2.93%	Not reported	+5.8%	Q4 2023
LLYELI LILLY & Co	$7.09M	2.86%	0.00%	+4.6%	Q4 2023
AMZNAmazon Com Inc	$6.96M	2.81%	0.00%	+4.9%	Q4 2023
MSFTMicrosoft Corp	$6.56M	2.65%	0.00%	+3.2%	Q4 2023
METAMeta Platforms, Inc.	$5.98M	2.41%	Not reported	+5.1%	Q4 2023
SHLDSears Holdings Corp	$5.35M	2.16%	0.08%	+7.6%	Q2 2025
CRWDCrowdStrike Holdings, Inc.	$3.65M	1.47%	0.00%	+3.6%	Q1 2024
PANWPalo Alto Networks Inc	$2.71M	1.09%	0.00%	+4.3%	Q4 2023
SRRKScholar Rock Holding Corp	$2.49M	1.01%	0.05%	+24.7%	Q3 2025
RDDTReddit, Inc.	$1.61M	0.65%	Not reported	+8.9%	Q2 2024
VRTVertiv Holdings Co	$1.6M	0.65%	0.00%	+10.3%	Q1 2025
GOOGAlphabet Inc.	$1.56M	0.63%	Not reported	+2.6%	Q4 2023
SHOPShopify Inc.	$1.55M	0.62%	0.00%	+2.6%	Q4 2023
SMMUOasys Mobile, Inc.	$1.35M	0.54%	Not reported	+3.9%	Q3 2024
PLTRPalantir Technologies Inc.	$1.34M	0.54%	0.00%	-18.6%	Q4 2024
QQQInvesco QQQ Trust, Series 1	$1.34M	0.54%	Not reported	-4.0%	Q4 2023
ALABAstera Labs, Inc.	$1.26M	0.51%	0.00%	+2.6%	Q1 2025
AVGOBroadcom Inc.	$1.25M	0.50%	0.00%	+20.3%	Q4 2024
NBISNebius Group N.V.	$941K	0.38%	0.00%	+29.5%	Q2 2025
UBERUber Technologies, Inc	$891K	0.36%	0.00%	-12.6%	Q4 2023
AAPLApple Inc.	$865K	0.35%	0.00%	-0.6%	Q4 2023
OKLOOklo Inc.	$786K	0.32%	0.01%	-27.1%	Q1 2025
VRDNViridian Therapeutics, Inc.\DE	$776K	0.31%	0.02%	-0.2%	Q4 2023
ARGXArgenx SE	$614K	0.25%	0.00%	Not reported	Q4 2023
SPYSPDR S&P 500 ETF Trust	$609K	0.25%	Not reported	+1.4%	Q4 2023
BEBloom Energy Corp	$604K	0.24%	0.00%	New	Q4 2025
ORCLOracle Corp	$559K	0.23%	0.00%	+69.3%	Q3 2025
RBRKRubrik, Inc.	$458K	0.18%	Not reported	+67.2%	Q3 2025
VVisa Inc.	$455K	0.18%	0.00%	-0.8%	Q4 2023
COSTCostco Wholesale Corp	$448K	0.18%	0.00%	-4.4%	Q4 2023
APPAppLovin Corp	$427K	0.17%	0.00%	+10.5%	Q3 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$353K	0.14%	0.00%	Not reported	Q2 2024
AMDAdvanced Micro Devices Inc	$352K	0.14%	0.00%	Not reported	Q1 2024
JPMJPMorgan Chase & Co	$317K	0.13%	0.00%	-1.2%	Q1 2024
TSLATesla, Inc.	$267K	0.11%	0.00%	Not reported	Q4 2024
WMTWalmart Inc.	$262K	0.11%	0.00%	-2.0%	Q3 2024
GERNGeron Corp	$33K	0.01%	0.00%	Not reported	Q2 2025
Q3 2025Reported Oct 23, 202540 positions
NVDANvidia Corp	$15M	6.58%	0.00%	-1.2%	Q4 2023
MSFTMicrosoft Corp	$6.81M	2.98%	0.00%	+0.1%	Q4 2023
METAMeta Platforms, Inc.	$6.33M	2.77%	Not reported	-0.1%	Q4 2023
AMZNAmazon Com Inc	$6.31M	2.76%	0.00%	+0.2%	Q4 2023
SMHMarket Vectors ETF Trust	$6.21M	2.72%	Not reported	+1.6%	Q4 2023
GOOGLAlphabet Inc.	$5.89M	2.58%	0.00%	+0.9%	Q4 2023
SHLDSears Holdings Corp	$5.38M	2.36%	0.07%	+2.7%	Q2 2025
LLYELI LILLY & Co	$4.81M	2.11%	0.00%	+0.7%	Q4 2023
CRWDCrowdStrike Holdings, Inc.	$3.68M	1.61%	0.00%	-1.4%	Q1 2024
PANWPalo Alto Networks Inc	$2.87M	1.26%	0.00%	+1.3%	Q4 2023
SRRKScholar Rock Holding Corp	$1.76M	0.77%	0.05%	New	Q3 2025
PLTRPalantir Technologies Inc.	$1.69M	0.74%	0.00%	-5.7%	Q4 2024
OKLOOklo Inc.	$1.68M	0.74%	0.01%	-10.8%	Q1 2025
RDDTReddit, Inc.	$1.48M	0.65%	Not reported	-20.0%	Q2 2024
ALABAstera Labs, Inc.	$1.45M	0.64%	0.00%	+6.2%	Q1 2025
SHOPShopify Inc.	$1.39M	0.61%	0.00%	-15.4%	Q4 2023
QQQInvesco QQQ Trust, Series 1	$1.36M	0.60%	Not reported	-4.6%	Q4 2023
VRTVertiv Holdings Co	$1.35M	0.59%	0.00%	+4.0%	Q1 2025
SMMUOasys Mobile, Inc.	$1.3M	0.57%	Not reported	-13.5%	Q3 2024
UBERUber Technologies, Inc	$1.22M	0.54%	0.00%	-16.0%	Q4 2023
GOOGAlphabet Inc.	$1.18M	0.52%	Not reported	-3.0%	Q4 2023
AVGOBroadcom Inc.	$990K	0.43%	0.00%	-1.0%	Q4 2024
NBISNebius Group N.V.	$975K	0.43%	0.00%	+99.9%	Q2 2025
AAPLApple Inc.	$815K	0.36%	0.00%	-8.1%	Q4 2023
IONQIonQ, Inc.	$743K	0.33%	0.00%	New	Q3 2025
SPYSPDR S&P 500 ETF Trust	$587K	0.26%	Not reported	-2.5%	Q4 2023
VRDNViridian Therapeutics, Inc.\DE	$539K	0.24%	0.03%	-0.4%	Q4 2023
ARGXArgenx SE	$538K	0.24%	0.00%	-0.1%	Q4 2023
COSTCostco Wholesale Corp	$503K	0.22%	0.00%	-1.8%	Q4 2023
ORCLOracle Corp	$476K	0.21%	0.00%	New	Q3 2025
VVisa Inc.	$447K	0.20%	0.00%	-2.8%	Q4 2023
APPAppLovin Corp	$412K	0.18%	0.00%	New	Q3 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$325K	0.14%	0.00%	Not reported	Q2 2024
JPMJPMorgan Chase & Co	$314K	0.14%	0.00%	-1.4%	Q1 2024
RBRKRubrik, Inc.	$295K	0.13%	Not reported	New	Q3 2025
WMTWalmart Inc.	$247K	0.11%	0.00%	-1.5%	Q3 2024
RBLXRoblox Corp	$232K	0.10%	0.00%	New	Q3 2025
UNHUnitedhealth Group Inc	$222K	0.10%	0.00%	New	Q3 2025
YUMYum Brands Inc	$209K	0.09%	0.00%	-7.9%	Q4 2023
GERNGeron Corp	$34.3K	0.02%	0.00%	Not reported	Q2 2025

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