StoneCrest Wealth Management, Inc.
•CIK: 2008409•Filing: Q4 2025
**StoneCrest Wealth Management, Inc.** manages $248M across a diversified portfolio of 71 positions. The strategy shows significant concentration in technology and growth sectors, highlighted by the top holdings. Key allocations include QQQM at $17.9M, followed by NVDA at $14.9M and IDMO at $12.3M. This structure indicates a tactical overweighting toward established mega-cap technology leaders and sector-specific ETFs.
Total AUM
$247.8M
QoQ Performance
+8.6%
Positions
57
Top 10 Concentration
43.3%
Latest Filing
Q4 2025
Top Holdings Allocation
QQQM
NVDA
QQQM7.2%
NVDA6.0%
IDMO5.0%
SPMO4.4%
SPYM4.1%
PVAL3.7%
BKDV3.5%
RDVY3.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other76.0%
Technology16.1%
Consumer3.6%
Healthcare2.9%
ETF1.2%
Financial0.3%
🚪 Exited Positionssold since Q3 2025
+1 more exited positions
Changes from Q3 2025
NEW6 new positions
↑46 increased
↓16 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023