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Showing Q2 2025 data
Tyler-Stone Wealth Management's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Tyler-Stone Wealth Management
•CIK: 1912584•Filing: Q2 2025
**Tyler-Stone Wealth Management** manages $621M across a diversified portfolio of 330 positions. The firm exhibits significant concentration in technology and growth sectors, highlighted by the $48.2M allocation to NVDA and $22.8M in AAPL. Key holdings also include substantial positions in DGRW ($26.3M), IVV ($22.4M), and PLTR ($18.8M). This structure suggests a conviction-driven, large-cap growth mandate within its current asset allocation.
Total AUM
$621.0M
QoQ Performance
+11.4%
Positions
210
Top 10 Concentration
35.5%
Latest Filing
Q2 2025
Top Holdings Allocation
NVDA
NVDA7.8%
DGRW4.2%
AAPL3.7%
IVV3.6%
PH3.1%
PLTR3.0%
JPST2.0%
JAVA1.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other62.7%
Technology18.9%
ETF5.7%
Financial4.9%
Consumer3.7%
Energy1.4%
Healthcare1.0%
Consumer Staples0.9%
🚪 Exited Positionssold since Q1 2025
+116 more exited positions
Changes from Q1 2025
NEW3 new positions
↑102 increased
↓74 decreased
Historical Filings
Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023