Fund HoldingsStoneCrest Wealth Management, Inc.

Total Portfolio Value
$312.96M
Total Bought
$106.92M
Total Sold
$72.47M
Net Transaction
+$34.45M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
SPDR SERIES TRUST
ST STR P500ETF
0117,314+117,314010,3103.29%+10,310
SEI EXCHANGE TRADED FUNDS
QIM US LARGE VAL
0200,953+200,95309,6463.08%+9,646
INVESCO EXCHANGE TRADED FD T
LARG CAP GRO ETF
053,941+53,94109,0872.90%+9,087
MICRON TECHNOLOGY INC(MU)9,88710,383+4963,34011,9853.83%+8,645
ROUNDHILL ETF TRUST0100,333+100,33307,4102.37%+7,410
BLACKROCK ETF TRUST
ISHA I IN TE ETF
0139,683+139,68307,3642.35%+7,364
INVESCO EXCHANGE TRADED FD T
AI AND NEXT GEN
068,258+68,25807,1062.27%+7,106
INVESCO EXCH TRADED FD TR II92,550101,696+9,14610,37616,4285.25%+6,052
TIDAL TRUST II
DEFIA AI PWR ETF
0171,823+171,82305,7411.83%+5,741
CAPITAL GROUP EQUITY ETF TR
US SM MI CA ETF
0139,716+139,71604,6061.47%+4,606
VANECK ETF TRUST
URANI NUCLE ETF
038,626+38,62604,4801.43%+4,480
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
70,31869,520-79816,70921,0626.73%+4,354
JANUS DETROIT STR TR
HEND SECU IN ETF
080,733+80,73304,1341.32%+4,134
SPDR SERIES TRUST
ST STR P500GRW
029,727+29,72703,5371.13%+3,537
BROADCOM INC(AVGO)3,49211,333+7,8411,0814,2811.37%+3,200
MARVELL TECHNOLOGY INC(MRVL)09,997+9,99702,9780.95%+2,978
FIRST TR EXCHANGE-TRADED FD
NASDAQ CYB ETF
79,01379,976+9634,9537,1862.30%+2,233
VANECK ETF TRUST
SEMICONDUCTR ETF
19,71714,872-4,8457,5599,7543.12%+2,195
NEOS ETF TRUST
MLP EN IN HI ETF
033,575+33,57501,8470.59%+1,847
NEBIUS GROUP N.V.(NBIS)12,00510,608-1,3971,2462,9300.94%+1,684
BLOOM ENERGY CORP10,1439,810-3331,3742,9690.95%+1,595
ALPHABET INC(GOOG)24,71124,198-5137,1068,6482.76%+1,542
COHERENT CORP(COHR)1,2024,590+3,3882861,8110.58%+1,524
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
118,133117,964-1698,0669,5623.06%+1,496
AB ACTIVE ETFS INC
DISRUPTORS ETF
53,73348,751-4,9825,8337,2212.31%+1,388
INVESCO EXCH TRADED FD TR II225,508224,418-1,09012,36713,5304.32%+1,163
DIREXION SHARES ETF TRUST
DAI SEM BUL ETF
04,157+4,15701,1090.35%+1,109
ORACLE CORP(ORCL)17,96024,697+6,7372,6423,6191.16%+977
BNY MELLON ETF TRUST II
DYNAMIC VALUE
299,201293,642-5,5598,8749,8343.14%+960
AMAZON COM INC(AMZN)30,05429,818-2366,2597,1072.27%+847
SCHOLAR ROCK HLDG CORP(SRRK)70,91478,780+7,8663,4864,3331.38%+847
NEOS ETF TRUST
NASDAQ 100 HIGH
101,292103,394+2,1025,0335,8721.88%+839
FIRST TR EXCHANGE-TRADED FD
FT VEST RIS
179,288180,277+9894,5815,3001.69%+719
PUTNAM ETF TRUST204,914197,882-7,0329,50810,0823.22%+574
SANDISK CORP(SNDK)0249+24905660.18%+566
ISHARES TR30,54929,142-1,4073,4554,0081.28%+553
ELI LILLY & CO(LLY)6,3805,351-1,0295,8686,4182.05%+550
CORNING INC(GLW)02,087+2,08705330.17%+533
TAIWAN SEMICONDUCTOR MANUFAC(TSM)1,2531,812+5594238650.28%+442
ADVANCED MICRO DEVICES INC(AMD)1,3091,141-1682666630.21%+397
NEOS ETF TRUST
NEOS S&P 500 HI
92,94993,799+8504,5894,9801.59%+391
VERTIV HOLDINGS CO(VRT)9,4848,050-1,4342,3772,6950.86%+319
PROSHARES TR
ULTRAPRO QQQ
12,57210,207-2,3655248270.26%+303
ISHARES TR2,4711,739-7328121,1140.36%+302
MICROSOFT CORP(MSFT)13,77614,457+6815,0995,3931.72%+293
INVESCO QQQ TR2,0431,977-661,1791,4560.47%+277
SELECT SECTOR SPDR TR
ST STR TECHN ETF
01,265+1,26502410.08%+241
ARGENX SE(ARGX)730729-15336760.22%+143
APPLE INC(AAPL)2,7582,722-367007880.25%+88
ISHARES TR6,2446,162-828279100.29%+83
ISHARES TR3,4633,116-3472,2622,3340.75%+71
ALPHABET INC(GOOG)4,3313,643-6881,2421,2870.41%+45
VANGUARD INDEX FDS7994,521+3,7223493890.12%+40
LUMENTUM HLDGS INC(LITE)450408-423163500.11%+34
STATE STR SPDR S&P 500 ETF T(SPY)816750-665315600.18%+29
JPMORGAN CHASE & CO(JPM)86186102532820.09%+29
VISA INC(V)922890-322793050.10%+27
NIO INC(NIO)11,20018,577+7,37768940.03%+26
PIMCO ETF TR
MULTISECTOR BD
152,764151,897-8674,0024,0281.29%+26
OKLO INC(OKLO)10,60210,261-3415265370.17%+11
PIMCO ETF TR
SHTRM MUN BD ACT
26,70726,70701,3471,3490.43%+1
JANUS DETROIT STR TR
HENDRSON AAA CL
10,0139,943-705045020.16%-2
GERON CORP(GERN)25,00025,000037320.01%-5
FIRST TR EXCH TRADED FD III
INSTL PFD SECS
105,581103,531-2,0502,0061,9970.64%-9
COSTCO WHOLESALE CORPORATION(COST)31731703162970.09%-19
WALMART INC(WMT)2,1251,834-2912642080.07%-56
META PLATFORMS INC(META)8,9938,983-105,1455,0601.62%-85
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
44,46139,618-4,8432,2502,0030.64%-247
APPLOVIN CORP(APP)6680-6682660-266
PIMCO ETF TR
ENHAN SHRT MA AC
5,7652,954-2,8115802980.10%-282
RUBRIK INC.(RBRK)7,5570-7,5573700-370
SELECT SECTOR SPDR TR
ST STR ENERG ETF
6,0650-6,0653720-372
PALANTIR TECHNOLOGIES INC(PLTR)7,6906,023-1,6671,1257030.22%-422
DIREXION SHARES ETF TRUST
DAI SEM BUL ETF
9,3530-9,3534480-448
ASTERA LABS INC(ALAB)7,153584-6,5697842820.09%-502
ISHARES TR
ULTRA SHORT DUR
53,30542,517-10,7882,6982,1510.69%-548
NVIDIA CORPORATION(NVDA)78,30264,534-13,76813,65612,9134.13%-743
UBER TECHNOLOGIES INC(UBER)10,5390-10,5397580-758
REDDIT INC(RDDT)5,6390-5,6397590-759
INVESCO EXCHANGE TRADED FD T
S&P500 EQL ENR
7,1660-7,1667840-784
SHOPIFY INC(SHOP)9,3260-9,3261,1060-1,106
SELECT SECTOR SPDR TR
ST CARE INCO ETF
71,9590-71,9591,8070-1,807
CROWDSTRIKE HLDGS INC(CRWD)7,7050-7,7053,0080-3,008
ISHARES TR48,6380-48,6383,8930-3,893
CAPITAL GROUP EQUITY ETF TR
US SM MI CA ETF
139,6920-139,6924,1010-4,101
JANUS DETROIT STR TR
HEND SECU IN ETF
82,1790-82,1794,2360-4,236
BLACKROCK ETF TRUST
ISHA I IN TE ETF
154,9920-154,9925,1070-5,107
VANECK ETF TRUST
URANI NUCLE ETF
43,0590-43,0595,7350-5,735
GLOBAL X FDS
DEFENSE TECH ETF
84,3160-84,3165,9730-5,973
SPDR SERIES TRUST
ST STR P500ETF
127,9630-127,9639,7940-9,794
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