StoneCrest Wealth Management, Inc. ETF holdings
Chandler, AZ
Reported $221.4M in 41 ETFs in its Form 13F for June 30, 2026.
ETF value
$221.4M
ETFs held
41
Change from prior quarter
+34.9%
With price moves
ETFs as a share of its 13F
70.7%
of $313.0M
Top 10 of 41 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| QQQM | Invesco NASDAQ 100 ETF | $21.1M | 69,520 | −798 shares |
| SPMO | Invesco S&P 500 Momentum ETF | $16.4M | 101,696 | +9,146 shares |
| IDMO | Invesco S&P International Developed Momentum ETF | $13.5M | 224,418 | −1,090 shares |
| SPYM | State Street SPDR Portfolio S&P 500 ETF | $10.3M | 117,314 | −10,649 shares |
| PVAL | Putnam Focused Large Cap Value ETF | $10.1M | 197,882 | −7,032 shares |
| BKDV | BNY Mellon Dynamic Value ETF | $9.8M | 293,642 | −5,559 shares |
| SMH | VanEck Semiconductor ETF | $9.8M | 14,872 | −4,845 shares |
| SEIV | SEI QiM U.S. Large Cap Value Active ETF | $9.6M | 200,953 | New position |
| RDVY | First Trust Rising Dividend Achievers ETF | $9.6M | 117,964 | −169 shares |
| PWB | Invesco Large Cap Growth ETF | $9.1M | 53,941 | New position |
31 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002008409. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does StoneCrest Wealth Management, Inc. own?
StoneCrest Wealth Management, Inc. reported 41 ETF positions worth $221.4M in its Form 13F for June 30, 2026. The largest was QQQM, at $21.1M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.