Stonecrest Wealth Management, Inc. Top Holdings and 13F Report (2026) About Stonecrest Wealth Management, Inc.Investment ActivityStonecrest Wealth Management, Inc. has $236.39 million in total holdings as of March 31, 2026.Stonecrest Wealth Management, Inc. owns shares of 73 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 4.34% of the portfolio was purchased this quarter.About 4.27% of the portfolio was sold this quarter.This quarter, Stonecrest Wealth Management, Inc. has purchased 71 new stocks and bought additional shares in 28 stocks.Stonecrest Wealth Management, Inc. sold shares of 36 stocks and completely divested from 4 stocks this quarter.Largest Holdings Invesco NASDAQ 100 ETF $16,708,963NVIDIA $13,655,869Invesco S&P International Developed Momentum ETF $12,366,859Invesco S&P 500 Momentum ETF $10,375,781SPDR Portfolio S&P 500 ETF $9,794,288 Largest New Holdings this Quarter 595112103 - Micron Technology $3,340,224 Holding46137V365 - Invesco S&P 500 Equal Weight Energy ETF $784,462 Holding81369Y506 - Energy Select Sector SPDR Fund $371,542 Holding55024U109 - Lumentum $316,242 Holding19247G107 - Coherent $286,328 Holding Largest Purchases this Quarter Micron Technology 9,887 shares (about $3.34M)Oracle 15,093 shares (about $2.22M)Invesco S&P 500 Equal Weight Energy ETF 7,166 shares (about $784.46K)Scholar Rock 11,911 shares (about $585.54K)Bloom Energy 3,197 shares (about $433.16K) Largest Sales this Quarter SELECT SECTOR SPDR TR 14,650 shares (about $367.81K)NVIDIA 1,544 shares (about $269.27K)iShares S&P 500 Growth ETF 2,172 shares (about $245.67K)NEOS ETF TRUST 4,520 shares (about $224.60K)Costco Wholesale 202 shares (about $201.28K) Sector Allocation Over TimeMap of 500 Largest Holdings ofStonecrest Wealth Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorQQQMInvesco NASDAQ 100 ETF$16,708,963$86,969 ▼-0.5%70,3187.1%ETFNVDANVIDIA$13,655,869$269,274 ▼-1.9%78,3025.8%Computer and TechnologyIDMOInvesco S&P International Developed Momentum ETF$12,366,859$182,617 ▲1.5%225,5085.2%ETFSPMOInvesco S&P 500 Momentum ETF$10,375,781$150,900 ▲1.5%92,5504.4%ETFSPLGSPDR Portfolio S&P 500 ETF$9,794,288$24,569 ▲0.3%127,9634.1%ETFPVALPutnam Focused Large Cap Value ETF$9,508,010$66,816 ▲0.7%204,9144.0%ETFBNY MELLON ETF TRUST II$8,874,302$45,469 ▲0.5%299,2013.8%DYNAMIC VALUERDVYFirst Trust Rising Dividend Achievers ETF$8,066,121$96,958 ▲1.2%118,1333.4%ManufacturingSMHVanEck Semiconductor ETF$7,559,498$162,178 ▼-2.1%19,7173.2%ManufacturingGOOGLAlphabet$7,105,895$37,670 ▼-0.5%24,7113.0%Computer and TechnologyAMZNAmazon.com$6,259,347$16,662 ▼-0.3%30,0542.6%Retail/WholesaleGLOBAL X FDS$5,972,945$128,787 ▲2.2%84,3162.5%DEFENSE TECH ETFLLYEli Lilly and Company$5,868,133$200,510 ▼-3.3%6,3802.5%MedicalFWDAB Disruptors ETF$5,833,254$165,988 ▲2.9%53,7332.5%ETFNLRVanEck Uranium and Nuclear ETF$5,735,028$108,017 ▲1.9%43,0592.4%ETFMETAMeta Platforms$5,145,165$41,193 ▼-0.8%8,9932.2%Computer and TechnologyBLACKROCK ETF TRUST$5,106,986$132,459 ▲2.7%154,9922.2%ISHARES A I INNOMSFTMicrosoft$5,099,462$77,366 ▲1.5%13,7762.2%Computer and TechnologyNEOS ETF TRUST$5,033,199$224,599 ▼-4.3%101,2922.1%NASDAQ 100 HIGHCIBRFirst Trust Nasdaq Cybersecurity ETF$4,952,535$71,518 ▲1.5%79,0132.1%ManufacturingSPYINEOS S&P 500 High Income ETF$4,588,892$20,834 ▲0.5%92,9491.9%ETFRDVIFT Vest Rising Dividend Achievers Target Income ETF$4,580,808$12,111 ▲0.3%179,2881.9%ETFJANUS DETROIT STR TR$4,236,327$4,536 ▲0.1%82,1791.8%HENDERSON SECURICAPITAL GROUP EQUITY ETF TR$4,101,357$74,574 ▲1.9%139,6921.7%US SMALL AND MIDPYLDPIMCO Multi Sector Bond Active ETF$4,002,417$46,374 ▲1.2%152,7641.7%ETFIGViShares Expanded Tech-Software Sector ETF$3,893,472$111,109 ▲2.9%48,6381.6%ETFSRRKScholar Rock$3,486,132$585,545 ▲20.2%70,9141.5%MedicalIVWiShares S&P 500 Growth ETF$3,455,397$245,675 ▼-6.6%30,5491.5%ETFMUMicron Technology$3,340,224$3,340,224 ▲New Holding9,8871.4%Computer and TechnologyCRWDCrowdStrike$3,008,109$29,281 ▼-1.0%7,7051.3%Computer and TechnologyICSHiShares Ultra Short-Term Bond Active ETF$2,698,299$103,720 ▼-3.7%53,3051.1%ETFORCLOracle$2,642,096$2,220,332 ▲526.4%17,9601.1%Computer and TechnologyVRTVertiv$2,376,501$101,234 ▼-4.1%9,4841.0%Computer and TechnologyIVViShares Core S&P 500 ETF$2,262,066$57,482 ▼-2.5%3,4631.0%ETFJPSTJPMorgan Ultra-Short Income ETF$2,250,171$83,456 ▼-3.6%44,4611.0%ETFFPEIFirst Trust Institutional Preferred Securities and Income ETF$2,006,039$5,738 ▼-0.3%105,5810.8%ETFSELECT SECTOR SPDR TR$1,806,660$367,815 ▼-16.9%71,9590.8%STATE STREET HEABEBloom Energy$1,374,275$433,162 ▲46.0%10,1430.6%EnergySMMUPIMCO Short Term Municipal Bond Exchange-Traded Fund$1,347,3680.0%26,7070.6%ETFYNDXYandex$1,245,639$78,650 ▲6.7%12,0050.5%Computer and TechnologyGOOGAlphabet$1,242,391$180,148 ▼-12.7%4,3310.5%Computer and TechnologyQQQInvesco QQQ$1,179,179$75,611 ▼-6.0%2,0430.5%FinancePALANTIR TECHNOLOGIES INC$1,124,893$19,455 ▲1.8%7,6900.5%CL ASHOPIFY INC$1,106,250$34,044 ▼-3.0%9,3260.5%CL A SUB VTG SHSAVGOBroadcom$1,080,809$36,832 ▼-3.3%3,4920.5%Computer and TechnologyIJJiShares S&P Mid-Cap 400 Value ETF$827,330$19,743 ▼-2.3%6,2440.3%ETFSOXXiShares Semiconductor ETF$812,119$19,062 ▼-2.3%2,4710.3%ETFRSPGInvesco S&P 500 Equal Weight Energy ETF$784,462$784,462 ▲New Holding7,1660.3%ETFASTERA LABS INC$783,969$48,991 ▼-5.9%7,1530.3%COMREDDIT INC$759,291$185,413 ▼-19.6%5,6390.3%CL AUBERUber Technologies$758,070$26,614 ▼-3.4%10,5390.3%Computer and TechnologyAAPLApple$699,953$107,353 ▼-13.3%2,7580.3%Computer and TechnologyMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$579,786$2,917 ▲0.5%5,7650.2%ETFARGXargenex$533,0830.0%7300.2%MedicalSPYSPDR S&P 500 ETF Trust$530,677$50,076 ▼-8.6%8160.2%FinanceALCCAltC Acquisition$525,753$17,654 ▼-3.2%10,6020.2%EnergyTQQQProShares UltraPro QQQ$524,001$30,676 ▼-5.5%12,5720.2%ETFJAAAJanus Henderson AAA CLO ETF$504,355$100,085 ▲24.8%10,0130.2%ETFSOXLDirexion Daily Semiconductors Bull 3x Shares$448,102$43,215 ▼-8.8%9,3530.2%ETFTSMTaiwan Semiconductor Manufacturing$423,451$30,415 ▲7.7%1,2530.2%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$371,542$371,542 ▲New Holding6,0650.2%ETFRUBRIK INC.$370,066$76,785 ▲26.2%7,5570.2%CL AVUGVanguard Growth ETF$348,995$125,795 ▼-26.5%7990.1%ETFLITELumentum$316,242$316,242 ▲New Holding4500.1%Computer and TechnologyCOSTCostco Wholesale$315,868$201,279 ▼-38.9%3170.1%Retail/WholesaleCOHRCoherent$286,328$286,328 ▲New Holding1,2020.1%Business ServicesVVisa$278,665$113,642 ▼-29.0%9220.1%Business ServicesAMDAdvanced Micro Devices$266,290$67,946 ▼-20.3%1,3090.1%Computer and TechnologyAPPLOVIN CORP$265,864$13,532 ▲5.4%6680.1%COM CL AWALMART INC$264,095$28,087 ▼-9.6%2,1250.1%COMJPMJPMorgan Chase & Co.$253,272$36,476 ▼-12.6%8610.1%FinanceNIONIO$67,536$67,536 ▲New Holding11,2000.0%Auto/Tires/TrucksGERNGeron$37,2500.0%25,0000.0%MedicalCOWGPacer US Large Cap Cash Cows Growth Leaders ETF$0$2,863,101 ▼-100.0%00.0%ETFPANWPalo Alto Networks$0$2,711,056 ▼-100.0%00.0%Computer and TechnologyVRDNViridian Therapeutics$0$775,510 ▼-100.0%00.0%MedicalTSLATesla$0$267,134 ▼-100.0%00.0%Auto/Tires/TrucksShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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