StoneCrest Wealth Management, Inc.

CHANDLER, AZ · CIK 2008409 · 13F filing filed 2026-07-09

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$313.0m reported value +32.4% vs Q1 2026

73positions

40.1%in top 10

11 new 14 added 44 reduced 11 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF QQQM	QQQM	69,520	$21.1m6.73%	6.73%	Reduced -798	-798 -1.1%
2	INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM SPMO	SPMO	101,696	$16.4m5.25%	5.25%	Added +9.1k	+9,146 9.9%
3	INVESCO EXCH TRADED FD TR II S&P INTL MOMNT IDMO	IDMO	224,418	$13.5m4.32%	4.32%	Reduced -1.1k	-1,090 -0.5%
4	NVIDIA CORPORATION COM NVDA	NVDA	64,534	$12.9m4.13%	4.13%	Reduced -13.8k	-13,768 -17.6%
5	MICRON TECHNOLOGY INC COM MU	MU	10,383	$12.0m3.83%	3.83%	Added +496	+496 5.0%
6	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	117,314	$10.3m3.29%	3.29%	Reduced -10.6k	-10,649 -8.3%
7	PUTNAM ETF TRUST FOCUSED LAR CAP PVAL	PVAL	197,882	$10.1m3.22%	3.22%	Reduced -7.0k	-7,032 -3.4%
8	BNY MELLON ETF TRUST II DYNAMIC VALUE BKDV	BKDV	293,642	$9.8m3.14%	3.14%	Reduced -5.6k	-5,559 -1.9%
9	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	14,872	$9.8m3.12%	3.12%	Reduced -4.8k	-4,845 -24.6%
10	SEI EXCHANGE TRADED FUNDS ENHANCED US LRG SEIV	SEIV	200,953	$9.6m3.08%	3.08%	New
11	FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV RDVY	RDVY	117,964	$9.6m3.06%	3.06%	Reduced -169	-169 -0.1%
12	INVESCO EXCHANGE TRADED FD T LARGE CAP GROWTH PWB	PWB	53,941	$9.1m2.90%	2.90%	New
13	ALPHABET INC CAP STK CL A GOOGL	GOOGL	24,198	$8.6m2.76%	2.76%	Reduced -513	-513 -2.1%
14	ROUNDHILL ETF TRUST MEMORY ETF DRAM	DRAM	100,333	$7.4m2.37%	2.37%	New
15	BLACKROCK ETF TRUST ISHA I IN TE ETF BAI	BAI	139,683	$7.4m2.35%	2.35%	Reduced -15.3k	-15,309 -9.9%
16	AB ACTIVE ETFS INC DISRUPTORS ETF FWD	FWD	48,751	$7.2m2.31%	2.31%	Reduced -5.0k	-4,982 -9.3%
17	FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF CIBR	CIBR	79,976	$7.2m2.30%	2.30%	Added +963	+963 1.2%
18	AMAZON COM INC COM AMZN	AMZN	29,818	$7.1m2.27%	2.27%	Reduced -236	-236 -0.8%
19	INVESCO EXCHANGE TRADED FD T AI AND NEXT GEN IGPT	IGPT	68,258	$7.1m2.27%	2.27%	New
20	ELI LILLY & CO COM LLY	LLY	5,351	$6.4m2.05%	2.05%	Reduced -1.0k	-1,029 -16.1%
21	NEOS ETF TRUST NASDAQ 100 HIGH QQQI	QQQI	103,394	$5.9m1.88%	1.88%	Added +2.1k	+2,102 2.1%
22	TIDAL TRUST II DEFIA AI PWR ETF AIPO	AIPO	171,823	$5.7m1.83%	1.83%	New
23	MICROSOFT CORP COM MSFT	MSFT	14,457	$5.4m1.72%	1.72%	Added +681	+681 4.9%
24	FIRST TR EXCHANGE-TRADED FD FT VEST RIS RDVI	RDVI	180,277	$5.3m1.69%	1.69%	Added +989	+989 0.6%
25	META PLATFORMS INC CL A META	META	8,983	$5.1m1.62%	1.62%	Reduced -10	-10 -0.1%
26	NEOS ETF TRUST NEOS S&P 500 HI SPYI	SPYI	93,799	$5.0m1.59%	1.59%	Added +850	+850 0.9%
27	CAPITAL GROUP EQUITY ETF TR US SM MI CA ETF CGMM	CGMM	139,716	$4.6m1.47%	1.47%	Added +24	+24 0.0%
28	VANECK ETF TRUST URANIUM AND NUCL NLR	NLR	38,626	$4.5m1.43%	1.43%	Reduced -4.4k	-4,433 -10.3%
29	SCHOLAR ROCK HLDG CORP COM SRRK	SRRK	78,780	$4.3m1.38%	1.38%	Added +7.9k	+7,866 11.1%
30	BROADCOM INC COM AVGO	AVGO	11,333	$4.3m1.37%	1.37%	Added +7.8k	+7,841 224.5%
31	JANUS DETROIT STR TR HENDERSON SECURI JSI	JSI	80,733	$4.1m1.32%	1.32%	Reduced -1.4k	-1,446 -1.8%
32	PIMCO ETF TR MULTISECTOR BD PYLD	PYLD	151,897	$4.0m1.29%	1.29%	Reduced -867	-867 -0.6%
33	ISHARES TR S&P 500 GRWT ETF IVW	IVW	29,142	$4.0m1.28%	1.28%	Reduced -1.4k	-1,407 -4.6%
34	ORACLE CORP COM ORCL	ORCL	24,697	$3.6m1.16%	1.16%	Added +6.7k	+6,737 37.5%
35	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	29,727	$3.5m1.13%	1.13%	New
36	MARVELL TECHNOLOGY INC COM MRVL	MRVL	9,997	$3.0m0.95%	0.95%	New
37	BLOOM ENERGY CORP COM CL A BE	BE	9,810	$3.0m0.95%	0.95%	Reduced -333	-333 -3.3%
38	NEBIUS GROUP N.V. SHS CLASS A NBIS	NBIS	10,608	$2.9m0.94%	0.94%	Reduced -1.4k	-1,397 -11.6%
39	VERTIV HOLDINGS CO COM CL A VRT	VRT	8,050	$2.7m0.86%	0.86%	Reduced -1.4k	-1,434 -15.1%
40	ISHARES TR CORE S&P500 ETF IVV	IVV	3,116	$2.3m0.75%	0.75%	Reduced -347	-347 -10.0%
41	ISHARES TR BLACKROCK ULTRA ICSH	ICSH	42,517	$2.2m0.69%	0.69%	Reduced -10.8k	-10,788 -20.2%
42	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	39,618	$2.0m0.64%	0.64%	Reduced -4.8k	-4,843 -10.9%
43	FIRST TR EXCH TRADED FD III INSTL PFD SECS FPEI	FPEI	103,531	$2.0m0.64%	0.64%	Reduced -2.0k	-2,050 -1.9%
44	NEOS ETF TRUST MLP EN IN HI ETF MLPI	MLPI	33,575	$1.8m0.59%	0.59%	New
45	COHERENT CORP COM COHR	COHR	4,590	$1.8m0.58%	0.58%	Added +3.4k	+3,388 281.9%
46	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	1,977	$1.5m0.47%	0.47%	Reduced -66	-66 -3.2%
47	PIMCO ETF TR SHTRM MUN BD ACT SMMU	SMMU	26,707	$1.3m0.43%	0.43%	Unchanged
48	ALPHABET INC CAP STK CL C GOOG	GOOG	3,643	$1.3m0.41%	0.41%	Reduced -688	-688 -15.9%
49	ISHARES TR ISHARES SEMICDTR SOXX	SOXX	1,739	$1.1m0.36%	0.36%	Reduced -732	-732 -29.6%
50	DIREXION SHS ETF TR DLY SCOND 3XBU SOXL	SOXL	4,157	$1.1m0.35%	0.35%	Reduced -5.2k	-5,196 -55.5%
51	ISHARES TR S&P MC 400VL ETF IJJ	IJJ	6,162	$910.3k0.29%	0.29%	Reduced -82	-82 -1.3%
52	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	1,812	$865.4k0.28%	0.28%	Added +559	+559 44.6%
53	PROSHARES TR ULTRAPRO QQQ TQQQ	TQQQ	10,207	$826.8k0.26%	0.26%	Reduced -2.4k	-2,365 -18.8%
54	APPLE INC COM AAPL	AAPL	2,722	$787.6k0.25%	0.25%	Reduced -36	-36 -1.3%
55	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	6,023	$702.7k0.22%	0.22%	Reduced -1.7k	-1,667 -21.7%
56	ARGENX SE SPONSORED ADR ARGX	ARGX	729	$676.3k0.22%	0.22%	Reduced -1	-1 -0.1%
57	ADVANCED MICRO DEVICES INC COM AMD	AMD	1,141	$662.8k0.21%	0.21%	Reduced -168	-168 -12.8%
58	SANDISK CORP COM SNDK	SNDK	249	$566.2k0.18%	0.18%	New
59	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	750	$560.1k0.18%	0.18%	Reduced -66	-66 -8.1%
60	OKLO INC COM CL A OKLO	OKLO	10,261	$537.0k0.17%	0.17%	Reduced -341	-341 -3.2%
61	CORNING INC COM GLW	GLW	2,087	$533.1k0.17%	0.17%	New
62	JANUS DETROIT STR TR HENDRSON AAA CL JAAA	JAAA	9,943	$502.0k0.16%	0.16%	Reduced -70	-70 -0.7%
63	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	4,521	$389.4k0.12%	0.12%	Reduced -273	-273 -5.7%
64	LUMENTUM HLDGS INC COM LITE	LITE	408	$350.1k0.11%	0.11%	Reduced -42	-42 -9.3%
65	VISA INC COM CL A V	V	890	$305.4k0.10%	0.10%	Reduced -32	-32 -3.5%
66	PIMCO ETF TR ENHAN SHRT MA AC MINT	MINT	2,954	$297.8k0.10%	0.10%	Reduced -2.8k	-2,811 -48.8%
67	COSTCO WHSL CORP NEW COM COST	COST	317	$296.5k0.09%	0.09%	Unchanged
68	ASTERA LABS INC COM ALAB	ALAB	584	$282.1k0.09%	0.09%	Reduced -6.6k	-6,569 -91.8%
69	JPMORGAN CHASE & CO COM JPM	JPM	861	$281.8k0.09%	0.09%	Unchanged
70	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	1,265	$241.0k0.08%	0.08%	New
71	WALMART INC COM WMT	WMT	1,834	$207.7k0.07%	0.07%	Reduced -291	-291 -13.7%
72	NIO INC SPON ADS NIO	NIO	18,577	$94.0k0.03%	0.03%	Added +7.4k	+7,377 65.9%
73	GERON CORP COM GERN	GERN	25,000	$32.0k0.01%	0.01%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
GLOBAL X FDS SHLD	SHLD	84,316	$6.0m84.3k shares
ISHARES TR IGV	IGV	48,638	$3.9m48.6k shares
CROWDSTRIKE HLDGS INC CRWD	CRWD	7,705	$3.0m7.7k shares
SELECT SECTOR SPDR TR XLVI	XLVI	71,959	$1.8m72.0k shares
SHOPIFY INC SHOP	SHOP	9,326	$1.1m9.3k shares
INVESCO EXCHANGE TRADED FD T RSPG	RSPG	7,166	$784.5k7.2k shares
REDDIT INC RDDT	RDDT	5,639	$759.3k5.6k shares
UBER TECHNOLOGIES INC UBER	UBER	10,539	$758.1k10.5k shares
SELECT SECTOR SPDR TR XLE	XLE	6,065	$371.5k6.1k shares
RUBRIK INC. RBRK	RBRK	7,557	$370.1k7.6k shares
APPLOVIN CORP APP	APP	668	$265.9k668 shares